Zacks Investment Management Jpmorgan Chase & CO Transaction History

Zacks Investment Management

  • $8.87 Billion
  • Q2 2024

A detailed history of Zacks Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Zacks Investment Management holds 1,188,253 shares of JPM stock, worth $250 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
1,188,253
Previous 1,139,233 4.3%
Holding current value
$250 Million
Previous $228 Million 5.32%
% of portfolio
2.71%
Previous 2.45%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$180.08 - $204.79 $8.83 Million - $10 Million
49,020 Added 4.3%
1,188,253 $240 Million
Q1 2024

May 15, 2024
BUY
$167.09 - $200.3 $5.07 Million - $6.08 Million
30,360 Added 2.74%
1,139,233 $228 Million
Q4 2023

Feb 14, 2024
SELL
$135.69 - $170.3 $6.48 Million - $8.13 Million
-47,756 Reduced 4.13%
1,108,873 $189 Million
Q3 2023

Nov 14, 2023
SELL
$143.21 - $158.0 $189,753 - $209,350
-1,325 Reduced 0.11%
1,156,629 $168 Million
Q2 2023

Aug 15, 2023
BUY
$127.47 - $145.44 $10.4 Million - $11.8 Million
81,429 Added 7.56%
1,157,954 $168 Million
Q2 2023

Aug 14, 2023
SELL
$127.47 - $145.44 $9.71 Million - $11.1 Million
-76,204 Reduced 6.61%
1,076,525 $157 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $7.39 Million - $8.5 Million
59,129 Added 5.41%
1,152,729 $150 Million
Q4 2022

Feb 14, 2023
BUY
$101.96 - $137.84 $7.45 Million - $10.1 Million
73,026 Added 7.16%
1,093,600 $147 Million
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $559,295 - $3.25 Million
26,980 Added 2.72%
1,020,574 $107 Million
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $5.36 Million - $6.47 Million
47,624 Added 5.03%
993,594 $112 Million
Q1 2022

May 13, 2022
BUY
$128.3 - $168.44 $18.3 Million - $24 Million
142,717 Added 17.77%
945,970 $129 Million
Q4 2021

Feb 15, 2022
BUY
$153.94 - $171.78 $2.27 Million - $2.53 Million
14,738 Added 1.87%
803,253 $127 Million
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $1.65 Million - $1.87 Million
11,205 Added 1.44%
788,515 $129 Million
Q2 2021

Aug 16, 2021
BUY
$147.37 - $166.44 $231,370 - $261,310
1,570 Added 0.2%
777,310 $121 Million
Q1 2021

May 17, 2021
SELL
$125.65 - $157.65 $3.04 Million - $3.81 Million
-24,177 Reduced 3.02%
775,740 $118 Million
Q4 2020

Feb 16, 2021
BUY
$96.54 - $127.07 $2.6 Million - $3.42 Million
26,883 Added 3.48%
799,917 $102 Million
Q3 2020

Nov 16, 2020
SELL
$91.28 - $103.82 $748,222 - $851,012
-8,197 Reduced 1.05%
773,034 $74.4 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $1.45 Million - $1.96 Million
17,262 Added 2.26%
781,231 $73.5 Million
Q1 2020

May 15, 2020
SELL
$79.03 - $141.09 $451,024 - $805,200
-5,707 Reduced 0.74%
763,969 $68.8 Million
Q4 2019

Feb 14, 2020
SELL
$111.82 - $139.4 $2.92 Million - $3.65 Million
-26,152 Reduced 3.29%
769,676 $107 Million
Q3 2019

Nov 14, 2019
BUY
$104.8 - $120.23 $2.04 Million - $2.34 Million
19,467 Added 2.51%
795,828 $93.7 Million
Q2 2019

Aug 14, 2019
BUY
$104.64 - $116.12 $600,842 - $666,761
5,742 Added 0.75%
776,361 $86.8 Million
Q1 2019

May 15, 2019
SELL
$97.11 - $107.19 $494,387 - $545,704
-5,091 Reduced 0.66%
770,619 $78 Million
Q4 2018

Feb 14, 2019
SELL
$92.14 - $115.32 $6.36 Million - $7.96 Million
-69,021 Reduced 8.17%
775,710 $75.7 Million
Q3 2018

Nov 14, 2018
SELL
$103.61 - $118.63 $9.7 Million - $11.1 Million
-93,668 Reduced 9.98%
844,731 $95.3 Million
Q2 2018

Aug 14, 2018
SELL
$103.24 - $114.29 $2.34 Million - $2.59 Million
-22,658 Reduced 2.36%
938,399 $97.8 Million
Q1 2018

May 14, 2018
SELL
$107.01 - $118.77 $14.8 Million - $16.5 Million
-138,504 Reduced 12.6%
961,057 $106 Million
Q4 2017

Feb 14, 2018
BUY
$95.86 - $107.83 $1.38 Million - $1.55 Million
14,378 Added 1.32%
1,099,561 $118 Million
Q3 2017

Nov 14, 2017
BUY
$88.42 - $95.51 $96 Million - $104 Million
1,085,183
1,085,183 $104 Million

Others Institutions Holding JPM

# of Institutions
4,535
Shares Held
2.01B
Call Options Held
26.2M
Put Options Held
29.1M
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 $618B
  • 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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