A detailed history of Adell Harriman & Carpenter Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Adell Harriman & Carpenter Inc holds 116,647 shares of JPM stock, worth $28.1 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
116,647
Previous 115,124 1.32%
Holding current value
$28.1 Million
Previous $23.3 Billion 5.63%
% of portfolio
1.79%
Previous 1.8%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $296,832 - $342,370
1,523 Added 1.32%
116,647 $24.6 Billion
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $514,488 - $585,085
2,857 Added 2.54%
115,124 $23.3 Billion
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $119,803 - $143,615
-717 Reduced 0.63%
112,267 $22.5 Billion
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $70,016 - $87,874
516 Added 0.46%
112,984 $19.2 Billion
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $139,916 - $154,366
977 Added 0.88%
112,468 $16.3 Billion
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $300,064 - $342,365
-2,354 Reduced 2.07%
111,491 $16.3 Billion
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $182,743 - $210,379
1,463 Added 1.3%
113,845 $14.8 Billion
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $428,028 - $578,652
4,198 Added 3.88%
112,382 $15.1 Billion
Q3 2022

Nov 03, 2022

SELL
$20.73 - $120.58 $15,443 - $89,832
-745 Reduced 0.68%
108,184 $11.3 Billion
Q2 2022

Aug 03, 2022

BUY
$112.61 - $135.91 $501,902 - $605,750
4,457 Added 4.27%
108,929 $12.3 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $324,470 - $425,984
-2,529 Reduced 2.36%
104,472 $14.2 Million
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $207,511 - $231,559
1,348 Added 1.28%
107,001 $16.9 Million
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $272,923 - $310,081
-1,857 Reduced 1.73%
105,653 $17.3 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $26,526 - $29,959
-180 Reduced 0.17%
107,510 $16.7 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $266,001 - $333,745
2,117 Added 2.01%
107,690 $16.4 Million
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $105,325 - $138,633
-1,091 Reduced 1.02%
105,573 $13.4 Million
Q3 2020

Nov 06, 2020

SELL
$91.28 - $103.82 $209,670 - $238,474
-2,297 Reduced 2.11%
106,664 $10.3 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $146,212 - $197,403
-1,740 Reduced 1.57%
108,961 $10.2 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $370,255 - $661,006
-4,685 Reduced 4.06%
110,701 $9.97 Million
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $142,570 - $177,735
-1,275 Reduced 1.09%
115,386 $16.1 Million
Q3 2019

Nov 08, 2019

SELL
$104.8 - $120.23 $113,708 - $130,449
-1,085 Reduced 0.92%
116,661 $13.7 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $72,620 - $80,587
694 Added 0.59%
117,746 $0
Q1 2019

May 07, 2019

SELL
$97.11 - $107.19 $35,153 - $38,802
-362 Reduced 0.31%
117,052 $0
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $605,912 - $758,344
-6,576 Reduced 5.3%
117,414 $11.5 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $282,544 - $323,504
2,727 Added 2.25%
123,990 $0
Q2 2018

Aug 06, 2018

SELL
$103.24 - $114.29 $42,328 - $46,858
-410 Reduced 0.34%
121,263 $0
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $58,748 - $65,204
-549 Reduced 0.45%
121,673 $0
Q4 2017

Feb 05, 2018

SELL
$95.86 - $107.83 $365,418 - $411,047
-3,812 Reduced 3.02%
122,222 $0
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $11.1 Million - $12 Million
126,034
126,034 $0

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 $708B
  • 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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