Covestor LTD Jpmorgan Chase & CO Transaction History

Covestor LTD

$160 Million
Q3 2024

A detailed history of Covestor LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Covestor LTD holds 1,461 shares of JPM stock, worth $354,014. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,461

Previous 1,284 13.79%

Holding current value

$354,014

Previous $260,000 18.85%

% of portfolio

0.19%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$194.9 - $224.8 $34,497 - $39,789	177 Added 13.79%	1,461 $309,000
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $113,450 - $129,017	-630 Reduced 32.92%	1,284 $260,000
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $30,577 - $36,654	-183 Reduced 8.73%	1,914 $383,000
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $58,075 - $72,888	428 Added 25.64%	2,097 $358,000
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $57,713 - $63,674	403 Added 31.83%	1,669 $242,000
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $53,154 - $60,648	-417 Reduced 24.78%	1,266 $184,000
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $57,708 - $66,435	-462 Reduced 21.54%	1,683 $220,000
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $2,650 - $3,583	-26 Reduced 1.2%	2,145 $287,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $3,814 - $22,186	184 Added 9.26%	2,171 $227,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $62,948 - $75,973	-559 Reduced 21.96%	1,987 $224,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $62,225 - $81,693	485 Added 23.53%	2,546 $347,000
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $317,270 - $354,038	2,061 New	2,061 $327,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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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