Diversified Portfolios, Inc. Jpmorgan Chase & CO Transaction History

Diversified Portfolios, Inc.

$837 Million
Q3 2024

A detailed history of Diversified Portfolios, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 3,695 shares of JPM stock, worth $895,335. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,695

Previous 3,699 0.11%

Holding current value

$895,335

Previous $748,000 4.01%

% of portfolio

0.09%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $779 - $899	-4 Reduced 0.11%	3,695 $778,000
Q1 2024 May 07, 2024	BUY	$167.09 - $200.3 $3,341 - $4,006	20 Added 0.54%	3,699 $740,000
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $2,578 - $3,235	-19 Reduced 0.51%	3,679 $625,000
Q3 2023 Nov 02, 2023	SELL	$143.21 - $158.0 $20,335 - $22,436	-142 Reduced 3.7%	3,698 $536,000
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $8,158 - $9,308	-64 Reduced 1.64%	3,840 $558,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $487,648 - $561,395	3,904 New	3,904 $508,000
Q2 2022 Aug 09, 2022	SELL	$112.61 - $135.91 $192,450 - $232,270	-1,709 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$153.94 - $171.78 $49,106 - $54,797	-319 Reduced 15.73%	1,709 $271,000
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $12,084 - $13,648	-82 Reduced 3.89%	2,028 $315,000
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $6,282 - $7,882	-50 Reduced 2.31%	2,110 $321,000
Q4 2020 Feb 09, 2021	SELL	$96.54 - $127.07 $53,097 - $69,888	-550 Reduced 20.3%	2,160 $274,000
Q3 2020 Oct 28, 2020	BUY	$91.28 - $103.82 $35,599 - $40,489	390 Added 16.81%	2,710 $261,000
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $194,949 - $263,204	2,320 New	2,320 $218,000
Q1 2020 May 12, 2020	SELL	$79.03 - $141.09 $179,398 - $320,274	-2,270 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$111.82 - $139.4 $13,977 - $17,425	125 Added 5.83%	2,270 $316,000
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $28,924 - $33,183	276 Added 14.77%	2,145 $252,000
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $15,696 - $17,418	-150 Reduced 7.43%	1,869 $209,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $196,065 - $216,416	2,019 New	2,019 $204,000
Q4 2018 Feb 12, 2019	SELL	$92.14 - $115.32 $176,816 - $221,299	-1,919 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	$103.61 - $118.63 $198,827 - $227,650	1,919 New	1,919 $217,000
Q2 2018 Jul 31, 2018	SELL	$103.24 - $114.29 $198,117 - $219,322	-1,919 Closed	0 $0
Q4 2017 Jan 10, 2018	BUY	$95.86 - $107.83 $183,955 - $206,925	1,919	1,919 $205,000

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 ...

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Diversified Portfolios, Inc. Jpmorgan Chase & CO Transaction History