Westside Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westside Investment Management, Inc. holds 5,885 shares of JPM stock, worth $1.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,885

Previous 5,945 1.01%

Holding current value

$1.4 Million

Previous $1.2 Billion 2.96%

% of portfolio

0.26%

Previous 0.28%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$194.9 - $224.8 $11,694 - $13,488	-60 Reduced 1.01%	5,885 $1.24 Billion
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $23,230 - $26,417	129 Added 2.22%	5,945 $1.2 Billion
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $5,012 - $6,009	-30 Reduced 0.51%	5,816 $1.16 Billion
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $43,013 - $53,985	317 Added 5.73%	5,846 $994 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $42,963 - $47,400	300 Added 5.74%	5,529 $802 Million
Q1 2023 May 17, 2023	BUY	$124.91 - $143.8 $12,491 - $14,380	100 Added 1.95%	5,229 $682 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $74,736 - $101,036	733 Added 16.67%	5,129 $51.1 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $27,405 - $159,406	1,322 Added 43.01%	4,396 $39.6 Million
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $2,702 - $3,261	-24 Reduced 0.77%	3,074 $346,000
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $201,815 - $264,956	1,573 Added 103.15%	3,098 $422,000
Q4 2021 Feb 15, 2022	SELL	$153.94 - $171.78 $11,545 - $12,883	-75 Reduced 4.69%	1,525 $241,000
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $146 - $166	1 Added 0.06%	1,600 $261,000
Q2 2021 Jul 28, 2021	SELL	$147.37 - $166.44 $167,559 - $189,242	-1,137 Reduced 41.56%	1,599 $248,000
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $152,916 - $191,860	-1,217 Reduced 30.79%	2,736 $416,000
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $69,464 - $79,007	761 Added 23.84%	3,953 $380,000
Q2 2020 Jul 21, 2020	SELL	$84.03 - $113.45 $58,821 - $79,415	-700 Reduced 17.99%	3,192 $300,000
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $9,325 - $16,648	-118 Reduced 2.94%	3,892 $350,000
Q2 2019 Jul 24, 2019	SELL	$104.64 - $116.12 $13,080 - $14,515	-125 Reduced 3.02%	4,010 $22.4 Million
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $2,948 - $3,690	32 Added 0.78%	4,135 $403,000
Q3 2018 Nov 08, 2018	BUY	$103.61 - $118.63 $22,068 - $25,268	213 Added 5.48%	4,103 $464 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $17,550 - $19,429	170 Added 4.57%	3,890 $0
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $136,437 - $151,431	1,275 Added 52.15%	3,720 $0
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $11,215 - $12,616	117 Added 5.03%	2,445 $0
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $1,414 - $1,528	16 Added 0.69%	2,328 $0
Q2 2017 Aug 15, 2017	BUY	N/A	2,312	2,312 $0

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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 ...

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Westside Investment Management, Inc. Jpmorgan Chase & CO Transaction History