Whitener Capital Management, Inc. Jpmorgan Chase & CO Transaction History

Whitener Capital Management, Inc.

  • $350 Million
  • Q1 2025

A detailed history of Whitener Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 79,496 shares of JPM stock, worth $21.2 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares
79,496
Previous 79,837 0.43%
Holding current value
$21.2 Million
Previous $19.1 Million 1.9%
% of portfolio
5.56%
Previous 5.4%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$225.19 - $279.95 $76,789 - $95,462
-341 Reduced 0.43%
79,496 $19.5 Million
Q4 2024

Jan 15, 2025
SELL
$205.18 - $250.29 $118,594 - $144,667
-578 Reduced 0.72%
79,837 $19.1 Million
Q3 2024

Oct 29, 2024
BUY
$194.9 - $224.8 $121,422 - $140,050
623 Added 0.78%
80,415 $16.9 Million
Q2 2024

Jul 17, 2024
BUY
$180.08 - $204.79 $412,023 - $468,559
2,288 Added 2.95%
79,792 $16.1 Million
Q1 2024

Apr 16, 2024
SELL
$167.09 - $200.3 $17,377 - $20,831
-104 Reduced 0.13%
77,504 $15.5 Million
Q4 2023

Jan 10, 2024
SELL
$135.69 - $170.3 $107,737 - $135,218
-794 Reduced 1.01%
77,608 $13.2 Million
Q3 2023

Nov 02, 2023
SELL
$143.21 - $158.0 $45,540 - $50,244
-318 Reduced 0.4%
78,402 $11.4 Million
Q2 2023

Jul 13, 2023
SELL
$127.47 - $145.44 $81,198 - $92,645
-637 Reduced 0.8%
78,720 $11.4 Million
Q1 2023

Apr 12, 2023
SELL
$124.91 - $143.8 $170,252 - $195,999
-1,363 Reduced 1.69%
79,357 $10.3 Million
Q4 2022

Mar 01, 2023
BUY
$101.96 - $137.84 $374,804 - $506,699
3,676 Added 4.77%
80,720 $10.8 Million
Q3 2022

Oct 28, 2022
BUY
$20.73 - $120.58 $12,479 - $72,589
602 Added 0.79%
77,044 $8.05 Million
Q2 2022

Aug 09, 2022
BUY
$112.61 - $135.91 $196,166 - $236,755
1,742 Added 2.33%
76,442 $8.61 Million
Q1 2022

May 11, 2022
BUY
$128.3 - $168.44 $236,328 - $310,266
1,842 Added 2.53%
74,700 $10.2 Million
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $9.33 Million - $10.4 Million
60,611 Added 494.9%
72,858 $11.5 Million
Q4 2021

Feb 07, 2022
SELL
$153.94 - $171.78 $9.02 Million - $10.1 Million
-58,608 Reduced 82.72%
12,247 $1.94 Million
Q3 2021

Nov 12, 2021
SELL
$146.97 - $166.98 $92,591 - $105,197
-630 Reduced 0.88%
70,855 $9 Million
Q2 2021

Aug 12, 2021
BUY
$147.37 - $166.44 $117,306 - $132,486
796 Added 1.13%
71,485 $11.1 Million
Q1 2021

May 11, 2021
SELL
$125.65 - $157.65 $20,857 - $26,169
-166 Reduced 0.23%
70,689 $10.8 Million
Q4 2020

Feb 08, 2021
SELL
$96.54 - $127.07 $9,654 - $12,707
-100 Reduced 0.14%
70,855 $9 Million
Q3 2020

Oct 09, 2020
BUY
$91.28 - $103.82 $208,027 - $236,605
2,279 Added 3.32%
70,955 $6.83 Million
Q2 2020

Jul 17, 2020
BUY
$84.03 - $113.45 $155,203 - $209,542
1,847 Added 2.76%
68,676 $6.46 Million
Q1 2020

Apr 24, 2020
BUY
$79.03 - $141.09 $281,030 - $501,716
3,556 Added 5.62%
66,829 $6.02 Million
Q4 2019

Feb 12, 2020
BUY
$111.82 - $139.4 $108,018 - $134,660
966 Added 1.55%
63,273 $8.82 Million
Q3 2019

Nov 07, 2019
BUY
$104.8 - $120.23 $108,677 - $124,678
1,037 Added 1.69%
62,307 $7.33 Million
Q2 2019

Aug 02, 2019
BUY
$104.64 - $116.12 $75,968 - $84,303
726 Added 1.2%
61,270 $6.85 Million
Q1 2019

May 02, 2019
BUY
$97.11 - $107.19 $250,640 - $276,657
2,581 Added 4.45%
60,544 $6.13 Million
Q4 2018

Feb 06, 2019
SELL
$92.14 - $115.32 $31,880 - $39,900
-346 Reduced 0.59%
57,963 $5.66 Million
Q3 2018

Nov 07, 2018
BUY
$103.61 - $118.63 $34,294 - $39,266
331 Added 0.57%
58,309 $6.58 Million
Q2 2018

Aug 08, 2018
BUY
$103.24 - $114.29 $144,639 - $160,120
1,401 Added 2.48%
57,978 $6.04 Million
Q1 2018

Apr 23, 2018
BUY
$107.01 - $118.77 $243,447 - $270,201
2,275 Added 4.19%
56,577 $6.22 Million
Q4 2017

Apr 23, 2018
BUY
$95.86 - $107.83 $5.21 Million - $5.86 Million
54,302
54,302 $5.81 Million

Others Institutions Holding JPM

# of Institutions
5,185
Shares Held
1.99B
Call Options Held
24M
Put Options Held
26.3M
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 $781B
  • 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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