A detailed history of Aureus Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aureus Asset Management, LLC holds 17,216 shares of JPM stock, worth $3.87 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,216
Previous 18,776 8.31%
Holding current value
$3.87 Million
Previous $3.76 Million 7.39%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $280,924 - $319,472
-1,560 Reduced 8.31%
17,216 $3.48 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $83,712 - $100,350
-501 Reduced 2.6%
18,776 $3.76 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $125,106 - $157,016
922 Added 5.02%
19,277 $3.28 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $144,498 - $159,422
1,009 Added 5.82%
18,355 $2.66 Million
Q2 2023

Aug 11, 2023

SELL
$127.47 - $145.44 $2.22 Million - $2.54 Million
-17,449 Reduced 50.15%
17,346 $2.52 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $99,678 - $114,752
798 Added 2.35%
34,795 $4.53 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $118,987 - $160,859
-1,167 Reduced 3.32%
33,997 $4.56 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $139,844 - $813,432
6,746 Added 23.74%
35,164 $3.68 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $344,361 - $415,612
-3,058 Reduced 9.72%
28,418 $3.2 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $27,456 - $36,046
-214 Reduced 0.68%
31,476 $4.29 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $94,519 - $105,472
614 Added 1.98%
31,690 $5.02 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $317,455 - $360,676
-2,160 Reduced 6.5%
31,076 $5.09 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $675,101 - $762,461
4,581 Added 15.99%
33,236 $5.17 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $141,733 - $177,829
1,128 Added 4.1%
28,655 $4.36 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $81,865 - $107,755
848 Added 3.18%
27,527 $3.5 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $2,829 - $3,218
-31 Reduced 0.12%
26,679 $2.57 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $110,835 - $149,640
1,319 Added 5.19%
26,710 $2.51 Million
Q1 2020

May 14, 2020

SELL
$79.03 - $141.09 $35,879 - $64,054
-454 Reduced 1.76%
25,391 $2.29 Million
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $50,207 - $62,590
-449 Reduced 1.71%
25,845 $3.6 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $67,072 - $76,947
-640 Reduced 2.38%
26,294 $3.1 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $550,092 - $610,442
-5,257 Reduced 16.33%
26,934 $3.01 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $3,398 - $3,751
35 Added 0.11%
32,191 $3.26 Million
Q4 2018

Feb 13, 2019

BUY
$92.14 - $115.32 $24,324 - $30,444
264 Added 0.83%
32,156 $3.14 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $84,960 - $97,276
-820 Reduced 2.51%
31,892 $3.6 Million
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $254,073 - $281,267
2,461 Added 8.14%
32,712 $3.41 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $10,808 - $11,995
101 Added 0.33%
30,251 $3.33 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $133,916 - $150,638
1,397 Added 4.86%
30,150 $3.22 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $2.54 Million - $2.75 Million
28,753
28,753 $2.75 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 $659B
  • 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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