Appleton Partners Inc Jpmorgan Chase & CO Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Appleton Partners Inc holds 149,436 shares of JPM stock, worth $33.2 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
149,436
Previous 153,193 2.45%
Holding current value
$33.2 Million
Previous $31 Million 1.69%
% of portfolio
2.32%
Previous 2.39%

Shares

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

Oct 01, 2024
SELL
$194.9 - $224.8 $732,239 - $844,573
-3,757 Reduced 2.45%
149,436 $31.5 Million
Q2 2024

Jul 02, 2024
SELL
$180.08 - $204.79 $1.43 Million - $1.62 Million
-7,928 Reduced 4.92%
153,193 $31 Million
Q1 2024

Apr 01, 2024
SELL
$167.09 - $200.3 $1.46 Million - $1.75 Million
-8,758 Reduced 5.16%
161,121 $32.3 Million
Q4 2023

Jan 02, 2024
SELL
$135.69 - $170.3 $301,503 - $378,406
-2,222 Reduced 1.29%
169,879 $28.9 Million
Q3 2023

Oct 03, 2023
SELL
$143.21 - $158.0 $458,415 - $505,758
-3,201 Reduced 1.83%
172,101 $25 Million
Q2 2023

Jul 10, 2023
BUY
$127.47 - $145.44 $117,017 - $133,513
918 Added 0.53%
175,302 $25.5 Million
Q1 2023

Apr 10, 2023
BUY
$124.91 - $143.8 $16,987 - $19,556
136 Added 0.08%
174,384 $22.7 Million
Q4 2022

Jan 19, 2023
SELL
$101.96 - $137.84 $214,523 - $290,015
-2,104 Reduced 1.19%
174,248 $23.4 Million
Q3 2022

Oct 27, 2022
SELL
$20.73 - $120.58 $40,755 - $237,060
-1,966 Reduced 1.1%
176,352 $18.4 Million
Q2 2022

Jul 08, 2022
BUY
$112.61 - $135.91 $198,981 - $240,152
1,767 Added 1.0%
178,318 $20.1 Million
Q1 2022

Apr 05, 2022
BUY
$128.3 - $168.44 $847,934 - $1.11 Million
6,609 Added 3.89%
176,551 $24.1 Million
Q4 2021

Feb 03, 2022
BUY
$153.94 - $171.78 $365,145 - $407,462
2,372 Added 1.42%
169,942 $26.9 Million
Q3 2021

Oct 14, 2021
BUY
$146.97 - $166.98 $857,716 - $974,495
5,836 Added 3.61%
167,570 $27.4 Million
Q2 2021

Jul 07, 2021
SELL
$147.37 - $166.44 $58,211 - $65,743
-395 Reduced 0.24%
161,734 $25.2 Million
Q1 2021

Apr 19, 2021
SELL
$125.65 - $157.65 $164,852 - $206,836
-1,312 Reduced 0.8%
162,129 $24.7 Million
Q4 2020

Jan 19, 2021
BUY
$96.54 - $127.07 $97,408 - $128,213
1,009 Added 0.62%
163,441 $20.8 Million
Q3 2020

Oct 14, 2020
BUY
$91.28 - $103.82 $195,886 - $222,797
2,146 Added 1.34%
162,432 $15.6 Million
Q2 2020

Aug 14, 2020
SELL
$84.03 - $113.45 $119,994 - $162,006
-1,428 Reduced 0.88%
160,286 $15.1 Million
Q1 2020

May 04, 2020
BUY
$79.03 - $141.09 $35,484 - $63,349
449 Added 0.28%
161,714 $14.6 Million
Q4 2019

Jan 13, 2020
BUY
$111.82 - $139.4 $252,154 - $314,347
2,255 Added 1.42%
161,265 $22.5 Million
Q3 2019

Nov 04, 2019
SELL
$104.8 - $120.23 $62,984 - $72,258
-601 Reduced 0.38%
159,010 $18.7 Million
Q2 2019

Jul 25, 2019
SELL
$104.64 - $116.12 $569,764 - $632,273
-5,445 Reduced 3.3%
159,611 $17.8 Million
Q1 2019

Apr 17, 2019
SELL
$97.11 - $107.19 $53,701 - $59,276
-553 Reduced 0.33%
165,056 $16.7 Million
Q4 2018

Jan 17, 2019
BUY
$92.14 - $115.32 $5,989 - $7,495
65 Added 0.04%
165,609 $16.2 Million
Q3 2018

Oct 09, 2018
BUY
$103.61 - $118.63 $233,018 - $266,798
2,249 Added 1.38%
165,544 $18.7 Million
Q2 2018

Aug 08, 2018
BUY
$103.24 - $114.29 $511,554 - $566,306
4,955 Added 3.13%
163,295 $17 Million
Q1 2018

Apr 11, 2018
BUY
$107.01 - $118.77 $77,796 - $86,345
727 Added 0.46%
158,340 $17.4 Million
Q4 2017

Jan 12, 2018
BUY
$95.86 - $107.83 $408,555 - $459,571
4,262 Added 2.78%
157,613 $16.9 Million
Q3 2017

Oct 12, 2017
BUY
$88.42 - $95.51 $13.6 Million - $14.6 Million
153,351
153,351 $14.6 Million

Others Institutions Holding JPM

# of Institutions
4,556
Shares Held
2.02B
Call Options Held
26.1M
Put Options Held
29M
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 $651B
  • 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
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email