A detailed history of Zevenbergen Capital Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Zevenbergen Capital Investments LLC holds 29,943 shares of JPM stock, worth $6.58 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
29,943
Previous 30,318 1.24%
Holding current value
$6.58 Million
Previous $6.07 Million 0.26%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $67,530 - $76,796
-375 Reduced 1.24%
29,943 $6.06 Million
Q1 2024

May 07, 2024

SELL
$167.09 - $200.3 $11,696 - $14,021
-70 Reduced 0.23%
30,318 $6.07 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $215,747 - $270,777
1,590 Added 5.52%
30,388 $5.17 Million
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $22,197 - $24,490
-155 Reduced 0.54%
28,798 $4.18 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $10,197 - $11,635
80 Added 0.28%
28,953 $4.21 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $3,122 - $3,595
25 Added 0.09%
28,873 $3.76 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $94,822 - $128,191
-930 Reduced 3.12%
28,848 $3.87 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $21,144 - $122,991
1,020 Added 3.55%
29,778 $3.11 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $86,146 - $103,971
765 Added 2.73%
28,758 $3.24 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $156,526 - $205,496
1,220 Added 4.56%
27,993 $3.82 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $311,728 - $347,854
2,025 Added 8.18%
26,773 $4.24 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $2,204 - $2,504
15 Added 0.06%
24,748 $4.05 Million
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $257,160 - $290,437
-1,745 Reduced 6.59%
24,733 $3.85 Million
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $222,023 - $278,567
1,767 Added 7.15%
26,478 $4.03 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $487,527 - $641,703
5,050 Added 25.69%
24,711 $3.14 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $112,913 - $128,425
1,237 Added 6.71%
19,661 $1.89 Million
Q2 2020

Aug 12, 2020

SELL
$84.03 - $113.45 $180,664 - $243,917
-2,150 Reduced 10.45%
18,424 $1.73 Million
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $1.43 Million - $2.56 Million
-18,149 Closed
0 $0
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $12,971 - $16,170
-116 Reduced 0.64%
18,149 $2.53 Million
Q2 2019

Aug 13, 2019

SELL
$104.64 - $116.12 $18,835 - $20,901
-180 Reduced 0.98%
18,265 $2.04 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $24,763 - $27,333
-255 Reduced 1.36%
18,445 $1.87 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $36,395 - $45,551
395 Added 2.16%
18,700 $1.83 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $577,832 - $661,599
5,577 Added 43.82%
18,305 $2.07 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $276,373 - $305,954
-2,677 Reduced 17.38%
12,728 $1.33 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $155,699 - $172,810
-1,455 Reduced 8.63%
15,405 $1.69 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $197,950 - $222,668
2,065 Added 13.96%
16,860 $1.8 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $1.31 Million - $1.41 Million
14,795
14,795 $1.41 Million

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 $645B
  • 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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