A detailed history of Aristotle Atlantic Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aristotle Atlantic Partners, LLC holds 295,975 shares of JPM stock, worth $72 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
295,975
Previous 289,453 2.25%
Holding current value
$72 Million
Previous $58.5 Million 6.56%
% of portfolio
1.95%
Previous 1.9%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $1.27 Million - $1.47 Million
6,522 Added 2.25%
295,975 $62.4 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $4.61 Million - $5.24 Million
-25,606 Reduced 8.13%
289,453 $58.5 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $2.53 Million - $3.04 Million
-15,164 Reduced 4.59%
315,059 $63.1 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $50,476 - $63,351
372 Added 0.11%
330,223 $56.2 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $786,652 - $867,894
-5,493 Reduced 1.64%
329,851 $47.8 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $6.24 Million - $7.12 Million
48,966 Added 17.1%
335,344 $48.8 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $3.42 Million - $3.93 Million
-27,354 Reduced 8.72%
286,378 $37.3 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $844,228 - $1.14 Million
8,280 Added 2.71%
313,732 $42.1 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2.73 Million - $15.9 Million
131,760 Added 75.86%
305,452 $31.9 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $424,201 - $511,972
3,767 Added 2.22%
173,692 $19.6 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $236,456 - $310,434
-1,843 Reduced 1.07%
169,925 $23.2 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $2.41 Million - $2.69 Million
15,671 Added 10.04%
171,768 $27.2 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $401,375 - $456,022
2,731 Added 1.78%
156,097 $25.6 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $568,111 - $641,626
3,855 Added 2.58%
153,366 $23.9 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $855,173 - $1.07 Million
6,806 Added 4.77%
149,511 $22.8 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $471,597 - $620,736
4,885 Added 3.54%
142,705 $18.1 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $294,286 - $334,715
3,224 Added 2.4%
137,820 $13.3 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $938,951 - $1.27 Million
11,174 Added 9.05%
134,596 $12.7 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $195,441 - $348,915
2,473 Added 2.04%
123,422 $11.1 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $423,126 - $527,489
3,784 Added 3.23%
120,949 $16.9 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $274,995 - $315,483
2,624 Added 2.29%
117,165 $13.8 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $298,224 - $330,942
2,850 Added 2.55%
114,541 $12.8 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $109,637 - $121,017
1,129 Added 1.02%
111,691 $11.3 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $296,137 - $370,638
3,214 Added 2.99%
110,562 $10.8 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $140,184 - $160,506
1,353 Added 1.28%
107,348 $10 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $293,717 - $325,155
2,845 Added 2.76%
105,995 $11 Million
Q1 2018

Sep 10, 2018

BUY
$107.01 - $118.77 $9.78 Million - $10.9 Million
91,429 Added 780.04%
103,150 $11.3 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $9.49 Million - $10.5 Million
-88,691 Reduced 88.33%
11,721 $1.29 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $9.63 Million - $10.8 Million
100,412
100,412 $10.7 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 $713B
  • 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 Aristotle Atlantic Partners, LLC Portfolio

Follow Aristotle Atlantic Partners, LLC 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 Aristotle Atlantic Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aristotle Atlantic Partners, LLC with notifications on news.