A detailed history of Windsor Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Windsor Capital Management, LLC holds 11,039 shares of JPM stock, worth $2.74 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
11,039
Previous 11,277 2.11%
Holding current value
$2.74 Million
Previous $2.28 Million 2.02%
% of portfolio
0.7%
Previous 0.73%

Shares

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

Oct 23, 2024

SELL
$194.9 - $224.8 $46,386 - $53,502
-238 Reduced 2.11%
11,039 $2.33 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $23,050 - $26,213
-128 Reduced 1.12%
11,277 $2.28 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $23,225 - $27,841
-139 Reduced 1.2%
11,405 $2.28 Million
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $53,733 - $67,438
-396 Reduced 3.32%
11,544 $1.96 Million
Q3 2023

Oct 04, 2023

BUY
$143.21 - $158.0 $27,066 - $29,862
189 Added 1.61%
11,940 $1.73 Million
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $15,863 - $18,262
-127 Reduced 1.07%
11,751 $1.53 Million
Q4 2022

Jan 13, 2023

SELL
$101.96 - $137.84 $38,540 - $52,103
-378 Reduced 3.08%
11,878 $0
Q3 2022

Nov 03, 2022

SELL
$20.73 - $120.58 $1,077 - $6,270
-52 Reduced 0.42%
12,256 $1.28 Million
Q2 2022

Jul 14, 2022

SELL
$112.61 - $135.91 $12,387 - $14,950
-110 Reduced 0.89%
12,308 $1.39 Million
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $21,939 - $28,803
171 Added 1.4%
12,418 $1.69 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $1,385 - $1,546
9 Added 0.07%
12,247 $1.94 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $23,956 - $27,217
-163 Reduced 1.31%
12,238 $2 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $62,042 - $70,071
-421 Reduced 3.28%
12,401 $1.93 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $18,093 - $22,701
-144 Reduced 1.11%
12,822 $1.95 Million
Q4 2020

Feb 08, 2021

SELL
$96.54 - $127.07 $48,366 - $63,662
-501 Reduced 3.72%
12,966 $1.65 Million
Q3 2020

Oct 09, 2020

SELL
$91.28 - $103.82 $6,389 - $7,267
-70 Reduced 0.52%
13,467 $1.3 Million
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $65,123 - $87,923
775 Added 6.07%
13,537 $1.27 Million
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $12,249 - $21,868
155 Added 1.23%
12,762 $1.15 Million
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $17,108 - $21,328
153 Added 1.23%
12,607 $1.76 Million
Q3 2019

Nov 08, 2019

SELL
$104.8 - $120.23 $84,992 - $97,506
-811 Reduced 6.11%
12,454 $1.47 Million
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $4,918 - $5,457
47 Added 0.36%
13,265 $1.48 Million
Q1 2019

May 02, 2019

SELL
$97.11 - $107.19 $12,332 - $13,613
-127 Reduced 0.95%
13,218 $1.34 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $69,381 - $86,835
753 Added 5.98%
13,345 $1.3 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $26,627 - $30,487
257 Added 2.08%
12,592 $1.42 Million
Q2 2018

Aug 02, 2018

BUY
$103.24 - $114.29 $19,925 - $22,057
193 Added 1.59%
12,335 $1.29 Million
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $13,911 - $15,440
130 Added 1.08%
12,142 $1.34 Million
Q4 2017

Jan 24, 2018

BUY
$95.86 - $107.83 $636,893 - $716,422
6,644 Added 123.77%
12,012 $1.28 Million
Q2 2017

Aug 08, 2017

BUY
N/A
5,368
5,368 $490,000

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 $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 ...
More about JPM
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