Buckingham Capital Management, Inc. Jpmorgan Chase & CO Transaction History

Buckingham Capital Management, Inc.

$826 Million
Q2 2024

A detailed history of Buckingham Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Buckingham Capital Management, Inc. holds 25,592 shares of JPM stock, worth $5.68 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

25,592

Previous 27,283 6.2%

Holding current value

$5.68 Million

Previous $5.46 Million 5.27%

% of portfolio

0.63%

Previous 0.67%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$180.08 - $204.79 $304,515 - $346,299	-1,691 Reduced 6.2%	25,592 $5.18 Million
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $176,614 - $211,717	-1,057 Reduced 3.73%	27,283 $5.46 Million
Q4 2023 Feb 07, 2024	SELL	$135.69 - $170.3 $845,620 - $1.06 Million	-6,232 Reduced 18.03%	28,340 $4.82 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $1.39 Million - $1.53 Million	-9,705 Reduced 21.92%	34,572 $5.01 Million
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $57,743 - $65,884	-453 Reduced 1.01%	44,277 $6.44 Million
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $199,106 - $229,217	1,594 Added 3.7%	44,730 $5.83 Million
Q4 2022 Jan 24, 2023	SELL	$101.96 - $137.84 $442,098 - $597,674	-4,336 Reduced 9.13%	43,136 $0
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $211,715 - $1.23 Million	-10,213 Reduced 17.7%	47,472 $4.96 Million
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $1.37 Million - $1.65 Million	-12,142 Reduced 17.39%	57,685 $6.5 Million
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $398,371 - $523,006	-3,105 Reduced 4.26%	69,827 $9.52 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $62,807 - $70,086	408 Added 0.56%	72,932 $11.5 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $34,390 - $39,073	234 Added 0.32%	72,524 $11.9 Million
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $359,435 - $405,947	-2,439 Reduced 3.26%	72,290 $11.2 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $121,629 - $152,605	-968 Reduced 1.28%	74,729 $11.4 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $33,016 - $43,457	342 Added 0.45%	75,697 $9.62 Million
Q3 2020 Nov 02, 2020	BUY	$91.28 - $103.82 $133,177 - $151,473	1,459 Added 1.97%	75,355 $7.25 Million
Q2 2020 Jul 20, 2020	BUY	$84.03 - $113.45 $214,024 - $288,957	2,547 Added 3.57%	73,896 $6.95 Million
Q1 2020 May 06, 2020	SELL	$79.03 - $141.09 $973,254 - $1.74 Million	-12,315 Reduced 14.72%	71,349 $6.42 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $3,578 - $4,460	32 Added 0.04%	83,664 $11.7 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $116,223 - $133,335	-1,109 Reduced 1.31%	83,632 $9.84 Million
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $122,114 - $135,512	1,167 Added 1.4%	84,741 $9.47 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $102,159 - $112,763	1,052 Added 1.27%	83,574 $8.46 Million
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $98,958 - $123,853	1,074 Added 1.32%	82,522 $8.06 Million
Q3 2018 Nov 20, 2018	SELL	$103.61 - $118.63 $68,486 - $78,414	-661 Reduced 0.81%	81,448 $9.19 Million
Q2 2018 Aug 10, 2018	SELL	$103.24 - $114.29 $103,240 - $114,290	-1,000 Reduced 1.2%	82,109 $8.56 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $261,960 - $290,748	-2,448 Reduced 2.86%	83,109 $9.14 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $231,597 - $260,517	2,416 Added 2.91%	85,557 $9.15 Million
Q3 2017 Nov 07, 2017	SELL	$88.42 - $95.51 $287,895 - $310,980	-3,256 Reduced 3.77%	83,141 $7.94 Million
Q2 2017 Aug 10, 2017	BUY	N/A	86,397	86,397 $7.9 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

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $651B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Capital Management, Inc. with notifications on news.

Account

Buckingham Capital Management, Inc. Jpmorgan Chase & CO Transaction History