Bender Robert & Associates Jpmorgan Chase & CO Transaction History

Bender Robert & Associates

$471 Million
Q3 2024

A detailed history of Bender Robert & Associates transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bender Robert & Associates holds 2,848 shares of JPM stock, worth $630,803. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,848

Previous 3,122 8.78%

Holding current value

$630,803

Previous $631,000 4.91%

% of portfolio

0.13%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$194.9 - $224.8 $555,075 - $640,230	2,848 New	2,848 $600,000
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $24,228 - $29,043	-145 Reduced 4.11%	3,381 $677,000
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $5,427 - $6,812	-40 Reduced 1.12%	3,526 $599,000
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $65,264 - $74,465	-512 Reduced 12.56%	3,566 $518,000
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $6,994 - $8,052	-56 Reduced 1.35%	4,078 $531,000
Q2 2022 Jul 19, 2022	SELL	$112.61 - $135.91 $24,774 - $29,900	-220 Reduced 5.05%	4,134 $466,000
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $11,931 - $15,664	93 Added 2.18%	4,354 $594,000
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $106,553 - $121,060	-725 Reduced 14.54%	4,261 $697,000
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $103,907 - $118,054	707 Added 16.52%	4,986 $805,000
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $57,799 - $72,519	460 Added 12.05%	4,279 $651,000
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $965 - $1,270	-10 Reduced 0.26%	3,819 $485,000
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $3,194 - $3,633	-35 Reduced 0.91%	3,829 $369,000
Q2 2020 Jul 31, 2020	SELL	$84.03 - $113.45 $18,486 - $24,959	-220 Reduced 5.39%	3,864 $363,000
Q1 2020 Apr 21, 2020	SELL	$79.03 - $141.09 $3,951 - $7,054	-50 Reduced 1.21%	4,084 $368,000
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $4,185 - $4,644	-40 Reduced 0.96%	4,134 $480,000
Q1 2019 Apr 30, 2019	SELL	$97.11 - $107.19 $2,913 - $3,215	-30 Reduced 0.71%	4,174 $423,000
Q4 2018 Jan 24, 2019	SELL	$92.14 - $115.32 $6,449 - $8,072	-70 Reduced 1.64%	4,204 $410,000
Q3 2018 Oct 17, 2018	SELL	$103.61 - $118.63 $31,601 - $36,182	-305 Reduced 6.66%	4,274 $482,000
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $1,548 - $1,714	-15 Reduced 0.33%	4,579 $477,000
Q1 2018 Apr 27, 2018	SELL	$107.01 - $118.77 $17,977 - $19,953	-168 Reduced 3.53%	4,594 $505,000
Q4 2017 Jan 19, 2018	SELL	$95.86 - $107.83 $22,047 - $24,800	-230 Reduced 4.61%	4,762 $509,000
Q3 2017 Oct 23, 2017	BUY	$88.42 - $95.51 $441,392 - $476,785	4,992	4,992 $477,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $650B
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 ...

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Bender Robert & Associates Jpmorgan Chase & CO Transaction History