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 $36.2 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
149,436
Previous 153,193 2.45%
Holding current value
$36.2 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
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
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 $711B
  • 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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