Boltwood Capital Management Jpmorgan Chase & CO Transaction History

Boltwood Capital Management

  • $336 Million
  • Q3 2024

A detailed history of Boltwood Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Boltwood Capital Management holds 14,410 shares of JPM stock, worth $3.21 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
14,410
Previous 14,391 0.13%
Holding current value
$3.21 Million
Previous $2.91 Million 4.36%
% of portfolio
0.9%
Previous 0.91%

Shares

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

Oct 02, 2024
BUY
$194.9 - $224.8 $3,703 - $4,271
19 Added 0.13%
14,410 $3.04 Million
Q2 2024

Jul 08, 2024
SELL
$180.08 - $204.79 $202,590 - $230,388
-1,125 Reduced 7.25%
14,391 $2.91 Million
Q1 2024

Apr 04, 2024
SELL
$167.09 - $200.3 $59,316 - $71,106
-355 Reduced 2.24%
15,516 $3.11 Million
Q4 2023

Jan 05, 2024
SELL
$135.69 - $170.3 $35,008 - $43,937
-258 Reduced 1.6%
15,871 $2.7 Million
Q3 2023

Oct 10, 2023
SELL
$143.21 - $158.0 $75,901 - $83,740
-530 Reduced 3.18%
16,129 $2.34 Million
Q2 2023

Jul 06, 2023
SELL
$127.47 - $145.44 $254 - $290
-2 Reduced 0.01%
16,659 $2.42 Million
Q1 2023

Apr 03, 2023
BUY
$124.91 - $143.8 $23,358 - $26,890
187 Added 1.14%
16,661 $2.17 Million
Q4 2022

Jan 06, 2023
SELL
$101.96 - $137.84 $30,282 - $40,938
-297 Reduced 1.77%
16,474 $0
Q3 2022

Oct 04, 2022
SELL
$20.73 - $120.58 $12,769 - $74,277
-616 Reduced 3.54%
16,771 $1.75 Million
Q2 2022

Jul 07, 2022
SELL
$112.61 - $135.91 $18,017 - $21,745
-160 Reduced 0.91%
17,387 $1.96 Million
Q1 2022

Apr 20, 2022
SELL
$128.3 - $168.44 $75,825 - $99,548
-591 Reduced 3.26%
17,547 $2.39 Million
Q4 2021

Jan 10, 2022
SELL
$153.94 - $171.78 $20,012 - $22,331
-130 Reduced 0.71%
18,138 $2.87 Million
Q3 2021

Oct 08, 2021
SELL
$146.97 - $166.98 $293 - $333
-2 Reduced 0.01%
18,268 $2.99 Million
Q2 2021

Jul 06, 2021
SELL
$147.37 - $166.44 $21,073 - $23,800
-143 Reduced 0.78%
18,270 $2.84 Million
Q1 2021

Apr 05, 2021
SELL
$125.65 - $157.65 $184,077 - $230,957
-1,465 Reduced 7.37%
18,413 $2.8 Million
Q4 2020

Jan 04, 2021
SELL
$96.54 - $127.07 $7,240 - $9,530
-75 Reduced 0.38%
19,878 $2.53 Million
Q3 2020

Oct 05, 2020
SELL
$91.28 - $103.82 $912 - $1,038
-10 Reduced 0.05%
19,953 $1.92 Million
Q2 2020

Jul 02, 2020
SELL
$84.03 - $113.45 $58,232 - $78,620
-693 Reduced 3.35%
19,963 $1.88 Million
Q1 2020

Apr 07, 2020
SELL
$79.03 - $141.09 $128,976 - $230,258
-1,632 Reduced 7.32%
20,656 $1.86 Million
Q4 2019

Jan 07, 2020
BUY
$111.82 - $139.4 $3,354 - $4,182
30 Added 0.13%
22,288 $3.11 Million
Q3 2019

Oct 02, 2019
SELL
$104.8 - $120.23 $17,711 - $20,318
-169 Reduced 0.75%
22,258 $2.62 Million
Q2 2019

Jul 01, 2019
SELL
$104.64 - $116.12 $38,193 - $42,383
-365 Reduced 1.6%
22,427 $2.51 Million
Q1 2019

Apr 02, 2019
SELL
$97.11 - $107.19 $2.24 Million - $2.48 Million
-23,117 Closed
0 $0
Q4 2018

Jan 07, 2019
SELL
$92.14 - $115.32 $44,964 - $56,276
-488 Reduced 2.07%
23,117 $2.26 Million
Q3 2018

Oct 10, 2018
SELL
$103.61 - $118.63 $8,288 - $9,490
-80 Reduced 0.34%
23,605 $2.66 Million
Q2 2018

Jul 06, 2018
SELL
$103.24 - $114.29 $78,978 - $87,431
-765 Reduced 3.13%
23,685 $2.47 Million
Q1 2018

Apr 05, 2018
SELL
$107.01 - $118.77 $62,065 - $68,886
-580 Reduced 2.32%
24,450 $2.69 Million
Q4 2017

Jan 10, 2018
BUY
$95.86 - $107.83 $14,379 - $16,174
150 Added 0.6%
25,030 $2.68 Million
Q3 2017

Oct 10, 2017
BUY
$88.42 - $95.51 $2.2 Million - $2.38 Million
24,880
24,880 $2.38 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 $654B
  • 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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