A detailed history of Westchester Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westchester Capital Management, Inc. holds 93,704 shares of JPM stock, worth $19 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares
93,704
Previous 93,262 0.47%
Holding current value
$19 Million
Previous $15.9 Million 18.31%
% of portfolio
4.72%
Previous 4.27%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $73,853 - $88,532
442 Added 0.47%
93,704 $18.8 Million
Q4 2023

Jan 29, 2024

SELL
$135.69 - $170.3 $179,789 - $225,647
-1,325 Reduced 1.4%
93,262 $15.9 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $35,086 - $38,710
245 Added 0.26%
94,587 $13.7 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $73,550 - $83,918
-577 Reduced 0.61%
94,342 $13.7 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $214,720 - $247,192
-1,719 Reduced 1.78%
94,919 $12.4 Million
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $59,952 - $81,049
-588 Reduced 0.6%
96,638 $13 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $11,940 - $69,454
576 Added 0.6%
97,226 $10.2 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $120,042 - $144,880
1,066 Added 1.12%
96,650 $10.9 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $91,477 - $120,097
713 Added 0.75%
95,584 $13 Million
Q4 2021

Feb 09, 2022

SELL
$153.94 - $171.78 $13,854 - $15,460
-90 Reduced 0.09%
94,871 $15 Million
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $9,700 - $11,020
-66 Reduced 0.07%
94,961 $15.5 Million
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $664,491 - $750,477
4,509 Added 4.98%
95,027 $14.8 Million
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $78,908 - $99,004
-628 Reduced 0.69%
90,518 $13.8 Million
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $60,337 - $79,418
-625 Reduced 0.68%
91,146 $11.6 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $293,008 - $333,262
3,210 Added 3.62%
91,771 $8.84 Million
Q2 2020

Aug 07, 2020

SELL
$84.03 - $113.45 $1,428 - $1,928
-17 Reduced 0.02%
88,561 $8.33 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $10,273 - $18,341
130 Added 0.15%
88,578 $7.98 Million
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $67,092 - $83,640
600 Added 0.68%
88,448 $12.3 Million
Q3 2019

Nov 05, 2019

BUY
$104.8 - $120.23 $58,688 - $67,328
560 Added 0.64%
87,848 $10.3 Million
Q2 2019

Aug 05, 2019

BUY
$104.64 - $116.12 $233,870 - $259,528
2,235 Added 2.63%
87,288 $9.76 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $140,323 - $154,889
1,445 Added 1.73%
85,053 $8.61 Million
Q4 2018

Feb 11, 2019

SELL
$92.14 - $115.32 $178,290 - $223,144
-1,935 Reduced 2.26%
83,608 $8.16 Million
Q3 2018

Nov 06, 2018

BUY
$103.61 - $118.63 $110,344 - $126,340
1,065 Added 1.26%
85,543 $9.65 Million
Q2 2018

Aug 01, 2018

SELL
$103.24 - $114.29 $58,020 - $64,230
-562 Reduced 0.66%
84,478 $8.8 Million
Q1 2018

May 04, 2018

BUY
$107.01 - $118.77 $9.09 Million - $10.1 Million
84,931 Added 77918.35%
85,040 $9.35 Million
Q3 2017

Oct 26, 2017

BUY
$88.42 - $95.51 $9,637 - $10,410
109
109 $10,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $594B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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