Choate Investment Advisors Jpmorgan Chase & CO Transaction History

Choate Investment Advisors

$4.12 Billion
Q4 2024

A detailed history of Choate Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Choate Investment Advisors holds 125,712 shares of JPM stock, worth $34.8 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

125,712

Previous 112,907 11.34%

Holding current value

$34.8 Million

Previous $23.8 Million 26.62%

% of portfolio

0.73%

Previous 0.61%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $2.63 Million - $3.2 Million	12,805 Added 11.34%	125,712 $30.1 Million
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $194,315 - $224,125	997 Added 0.89%	112,907 $23.8 Million
Q2 2024 Aug 08, 2024	SELL	$180.08 - $204.79 $828,368 - $942,034	-4,600 Reduced 3.95%	111,910 $22.6 Million
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $1.5 Million - $1.8 Million	-8,970 Reduced 7.15%	116,510 $23.3 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $927,576 - $1.16 Million	6,836 Added 5.76%	125,480 $21.3 Million
Q3 2023 Oct 30, 2023	BUY	$143.21 - $158.0 $1.68 Million - $1.86 Million	11,754 Added 11.0%	118,644 $17.2 Million
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $1.19 Million - $1.36 Million	9,368 Added 9.61%	106,890 $15.5 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $623,425 - $717,705	4,991 Added 5.39%	97,522 $12.7 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $574,646 - $776,866	5,636 Added 6.49%	92,531 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $19,175 - $111,536	-925 Reduced 1.05%	86,895 $9.08 Million
Q2 2022 Aug 11, 2022	SELL	$112.61 - $135.91 $19,143 - $23,104	-170 Reduced 0.19%	87,820 $9.89 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $314,719 - $413,183	-2,453 Reduced 2.71%	87,990 $12 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $304,031 - $339,265	-1,975 Reduced 2.14%	90,443 $14.3 Million
Q3 2021 Nov 04, 2021	SELL	$146.97 - $166.98 $215,751 - $245,126	-1,468 Reduced 1.56%	92,418 $15.1 Million
Q2 2021 Jul 30, 2021	SELL	$147.37 - $166.44 $514,173 - $580,709	-3,489 Reduced 3.58%	93,886 $14.6 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $10,052 - $12,612	80 Added 0.08%	97,375 $14.8 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $164,504 - $216,527	-1,704 Reduced 1.72%	97,295 $12.4 Million
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $130,621 - $148,566	-1,431 Reduced 1.42%	98,999 $9.53 Million
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $12,856 - $17,357	153 Added 0.15%	100,430 $9.45 Million
Q1 2020 May 07, 2020	BUY	$79.03 - $141.09 $91,437 - $163,241	1,157 Added 1.17%	100,277 $9.03 Million
Q4 2019 Jan 28, 2020	SELL	$111.82 - $139.4 $14,536 - $18,122	-130 Reduced 0.13%	99,120 $13.8 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $103,647 - $118,907	-989 Reduced 0.99%	99,250 $11.7 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $231,149 - $256,509	-2,209 Reduced 2.16%	100,239 $11.2 Million
Q1 2019 Apr 29, 2019	BUY	$97.11 - $107.19 $192,666 - $212,664	1,984 Added 1.97%	102,448 $10.4 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $364,597 - $456,321	-3,957 Reduced 3.79%	100,464 $9.81 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $283,580 - $324,690	-2,737 Reduced 2.55%	104,421 $11.8 Million
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $59,156 - $65,488	573 Added 0.54%	107,158 $11.2 Million
Q1 2018 May 04, 2018	SELL	$107.01 - $118.77 $273,089 - $303,101	-2,552 Reduced 2.34%	106,585 $0
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $129,986 - $146,217	-1,356 Reduced 1.23%	109,137 $0
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $9.77 Million - $10.6 Million	110,493	110,493 $0

Others Institutions Holding JPM

# of Institutions

5,015

Shares Held

2.01B

Call Options Held

29.3M

Put Options Held

34.1M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $811B
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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Choate Investment Advisors Jpmorgan Chase & CO Transaction History