Yousif Capital Management, LLC Jpmorgan Chase & CO Transaction History

Yousif Capital Management, LLC

$8.96 Billion
Q3 2024

A detailed history of Yousif Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Yousif Capital Management, LLC holds 409,497 shares of JPM stock, worth $97.3 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

409,497

Previous 419,005 2.27%

Holding current value

$97.3 Million

Previous $84.7 Million 1.85%

% of portfolio

0.96%

Previous 0.98%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$194.9 - $224.8 $1.85 Million - $2.14 Million	-9,508 Reduced 2.27%	409,497 $86.3 Million
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $2.08 Million - $2.36 Million	-11,546 Reduced 2.68%	419,005 $84.7 Million
Q1 2024 Apr 26, 2024	SELL	$167.09 - $200.3 $761,094 - $912,366	-4,555 Reduced 1.05%	430,551 $86.2 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $2.7 Million - $3.39 Million	-19,904 Reduced 4.37%	435,106 $74 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $2.91 Million - $3.21 Million	-20,321 Reduced 4.28%	455,010 $66 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $44,741 - $51,049	351 Added 0.07%	475,331 $69.1 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $3.1 Million - $3.57 Million	-24,833 Reduced 4.97%	474,980 $61.9 Million
Q4 2022 Jan 09, 2023	BUY	$101.96 - $137.84 $1.66 Million - $2.24 Million	16,249 Added 3.36%	499,813 $0
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $159,455 - $927,501	-7,692 Reduced 1.57%	483,564 $50.5 Million
Q2 2022 Aug 01, 2022	SELL	$112.61 - $135.91 $1.65 Million - $2 Million	-14,685 Reduced 2.9%	491,256 $55.3 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $746,962 - $980,657	5,822 Added 1.16%	505,941 $69 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $77 Million - $85.9 Million	500,119 New	500,119 $79.2 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

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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Yousif Capital Management, LLC Jpmorgan Chase & CO Transaction History