Foster & Motley Inc Jpmorgan Chase & CO Transaction History

Foster & Motley Inc

$1.58 Billion
Q3 2024

A detailed history of Foster & Motley Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Foster & Motley Inc holds 61,260 shares of JPM stock, worth $14.8 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

61,260

Previous 62,789 2.44%

Holding current value

$14.8 Million

Previous $12.7 Million 1.71%

% of portfolio

0.82%

Previous 0.87%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$194.9 - $224.8 $298,002 - $343,719	-1,529 Reduced 2.44%	61,260 $12.9 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $113,630 - $129,222	-631 Reduced 0.99%	62,789 $12.7 Million
Q1 2024 Apr 18, 2024	SELL	$167.09 - $200.3 $2,005 - $2,403	-12 Reduced 0.02%	63,420 $12.7 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $647,919 - $813,182	-4,775 Reduced 7.0%	63,432 $10.8 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $803,121 - $886,064	5,608 Added 8.96%	68,207 $9.89 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $1.45 Million - $1.66 Million	11,399 Added 22.26%	62,599 $9.1 Million
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $28,854 - $33,217	-231 Reduced 0.45%	51,200 $6.67 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $93,803 - $126,812	-920 Reduced 1.76%	51,431 $6.9 Million
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $150,914 - $877,822	-7,280 Reduced 12.21%	52,351 $5.47 Million
Q2 2022 Aug 09, 2022	SELL	$112.61 - $135.91 $456,520 - $550,979	-4,054 Reduced 6.37%	59,631 $6.72 Million
Q1 2022 Apr 28, 2022	SELL	$128.3 - $168.44 $129,967 - $170,629	-1,013 Reduced 1.57%	63,685 $8.68 Million
Q4 2021 Jan 25, 2022	SELL	$153.94 - $171.78 $258,311 - $288,246	-1,678 Reduced 2.53%	64,698 $10.2 Million
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $948,985 - $1.08 Million	-6,457 Reduced 8.87%	66,376 $10.9 Million
Q2 2021 Jul 20, 2021	SELL	$147.37 - $166.44 $372,698 - $420,926	-2,529 Reduced 3.36%	72,833 $11.3 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $800,390 - $1 Million	-6,370 Reduced 7.79%	75,362 $11.5 Million
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $634,847 - $835,612	-6,576 Reduced 7.45%	81,732 $10.4 Million
Q3 2020 Oct 19, 2020	SELL	$91.28 - $103.82 $204,010 - $232,037	-2,235 Reduced 2.47%	88,308 $8.5 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $655,097 - $884,456	-7,796 Reduced 7.93%	90,543 $8.52 Million
Q1 2020 Apr 21, 2020	BUY	$79.03 - $141.09 $651,128 - $1.16 Million	8,239 Added 9.14%	98,339 $8.85 Million
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $222,969 - $277,963	-1,994 Reduced 2.17%	90,100 $12.6 Million
Q3 2019 Oct 24, 2019	SELL	$104.8 - $120.23 $65,290 - $74,903	-623 Reduced 0.67%	92,094 $10.8 Million
Q2 2019 Jul 17, 2019	SELL	$104.64 - $116.12 $201,118 - $223,182	-1,922 Reduced 2.03%	92,717 $10.4 Million
Q1 2019 May 08, 2019	SELL	$97.11 - $107.19 $316,384 - $349,225	-3,258 Reduced 3.33%	94,639 $9.58 Million
Q4 2018 Jan 30, 2019	BUY	$92.14 - $115.32 $564,541 - $706,565	6,127 Added 6.68%	97,897 $9.56 Million
Q3 2018 Oct 31, 2018	SELL	$103.61 - $118.63 $71,387 - $81,736	-689 Reduced 0.75%	91,770 $10.4 Million
Q2 2018 Jul 24, 2018	SELL	$103.24 - $114.29 $9,601 - $10,628	-93 Reduced 0.1%	92,459 $9.63 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $307,225 - $340,988	-2,871 Reduced 3.01%	92,552 $10.2 Million
Q4 2017 Jan 22, 2018	BUY	$95.86 - $107.83 $44,191 - $49,709	461 Added 0.49%	95,423 $10.2 Million
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $8.4 Million - $9.07 Million	94,962	94,962 $9.07 Million

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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Foster & Motley Inc Jpmorgan Chase & CO Transaction History