Westwood Holdings Group Inc Jpmorgan Chase & CO Transaction History

Westwood Holdings Group Inc

  • $12.6 Billion
  • Q3 2024

A detailed history of Westwood Holdings Group Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westwood Holdings Group Inc holds 940,578 shares of JPM stock, worth $223 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
940,578
Previous 877,379 7.2%
Holding current value
$223 Million
Previous $177 Million 11.72%
% of portfolio
1.57%
Previous 1.5%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$194.9 - $224.8 $12.3 Million - $14.2 Million
63,199 Added 7.2%
940,578 $198 Million
Q2 2024

Aug 13, 2024
SELL
$180.08 - $204.79 $6.84 Million - $7.78 Million
-37,984 Reduced 4.15%
877,379 $177 Million
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $7.14 Million - $8.56 Million
-42,733 Reduced 4.46%
915,363 $183 Million
Q4 2023

Feb 13, 2024
BUY
$135.69 - $170.3 $3.3 Million - $4.14 Million
24,293 Added 2.6%
958,096 $163 Million
Q3 2023

Nov 14, 2023
BUY
$143.21 - $158.0 $12.3 Million - $13.6 Million
86,143 Added 10.16%
933,803 $135 Million
Q2 2023

Aug 11, 2023
SELL
$127.47 - $145.44 $56.1 Million - $64 Million
-439,982 Reduced 34.17%
847,660 $123 Million
Q1 2023

May 12, 2023
SELL
$124.91 - $143.8 $6.91 Million - $7.96 Million
-55,358 Reduced 4.12%
1,287,642 $168 Million
Q4 2022

Feb 14, 2023
BUY
$101.96 - $137.84 $18.8 Million - $25.4 Million
184,461 Added 15.92%
1,343,000 $180 Million
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $14.6 Million - $85.1 Million
705,619 Added 155.79%
1,158,539 $121 Million
Q2 2022

Aug 15, 2022
SELL
$112.61 - $135.91 $5.88 Million - $7.1 Million
-52,218 Reduced 10.34%
452,920 $51 Million
Q1 2022

May 12, 2022
BUY
$128.3 - $168.44 $22.8 Million - $29.9 Million
177,625 Added 54.23%
505,138 $68.9 Million
Q4 2021

Feb 25, 2022
SELL
$153.94 - $171.78 $740,451 - $826,261
-4,810 Reduced 1.45%
327,513 $51.9 Million
Q3 2021

Nov 12, 2021
SELL
$146.97 - $166.98 $2.11 Million - $2.4 Million
-14,384 Reduced 4.15%
332,323 $54.4 Million
Q2 2021

Aug 16, 2021
SELL
$147.37 - $166.44 $69.9 Million - $79 Million
-474,494 Reduced 57.78%
346,707 $53.9 Million
Q1 2021

May 14, 2021
SELL
$125.65 - $157.65 $57 Million - $71.5 Million
-453,516 Reduced 35.58%
821,201 $125 Million
Q4 2020

Apr 13, 2021
BUY
$96.54 - $127.07 $444,952 - $585,665
4,609 Added 0.36%
1,274,717 $162 Million
Q4 2020

Feb 12, 2021
SELL
$96.54 - $127.07 $4.3 Million - $5.66 Million
-44,558 Reduced 3.39%
1,270,108 $161 Million
Q3 2020

Nov 10, 2020
SELL
$91.28 - $103.82 $1.45 Million - $1.64 Million
-15,843 Reduced 1.19%
1,314,666 $127 Million
Q2 2020

Aug 13, 2020
SELL
$84.03 - $113.45 $2.21 Million - $2.98 Million
-26,288 Reduced 1.94%
1,330,509 $125 Million
Q1 2020

May 15, 2020
BUY
$79.03 - $141.09 $5.05 Million - $9.01 Million
63,888 Added 4.94%
1,356,797 $122 Million
Q4 2019

Feb 14, 2020
SELL
$111.82 - $139.4 $16.1 Million - $20 Million
-143,738 Reduced 10.01%
1,292,909 $180 Million
Q3 2019

Nov 14, 2019
SELL
$104.8 - $120.23 $5.41 Million - $6.2 Million
-51,599 Reduced 3.47%
1,436,647 $169 Million
Q2 2019

Aug 14, 2019
SELL
$104.64 - $116.12 $38.2 Million - $42.4 Million
-365,449 Reduced 19.71%
1,488,246 $166 Million
Q1 2019

May 13, 2019
SELL
$97.11 - $107.19 $12.7 Million - $14 Million
-130,884 Reduced 6.6%
1,853,695 $188 Million
Q4 2018

Feb 14, 2019
SELL
$92.14 - $115.32 $16 Million - $20 Million
-173,154 Reduced 8.02%
1,984,579 $194 Million
Q3 2018

Nov 14, 2018
SELL
$103.61 - $118.63 $11 Million - $12.6 Million
-105,852 Reduced 4.68%
2,157,733 $243 Million
Q2 2018

Aug 13, 2018
BUY
$103.24 - $114.29 $84.1 Million - $93.1 Million
814,950 Added 56.26%
2,263,585 $236 Million
Q1 2018

May 14, 2018
SELL
$107.01 - $118.77 $29.9 Million - $33.2 Million
-279,379 Reduced 16.17%
1,448,635 $159 Million
Q4 2017

Feb 14, 2018
BUY
$95.86 - $107.83 $3.82 Million - $4.3 Million
39,834 Added 2.36%
1,728,014 $185 Million
Q3 2017

Nov 14, 2017
BUY
$88.42 - $95.51 $149 Million - $161 Million
1,688,180
1,688,180 $161 Million

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

JPM Quotes by TradingView
  • 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 ...
More about JPM
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