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

Whitener Capital Management, Inc.

$350 Million
Q3 2024

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 80,415 shares of JPM stock, worth $20 Million. This represents 4.85% of its overall portfolio holdings.

Number of Shares

80,415

Previous 79,792 0.78%

Holding current value

$20 Million

Previous $16.1 Million 5.03%

% of portfolio

4.85%

Previous 4.93%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,613

Shares Held

1.96B

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 $729B
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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Whitener Capital Management, Inc. Jpmorgan Chase & CO Transaction History