A detailed history of Freestone Capital Holdings, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Freestone Capital Holdings, LLC holds 109,752 shares of JPM stock, worth $24.5 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
109,752
Previous 106,829 2.74%
Holding current value
$24.5 Million
Previous $21.4 Million 3.74%
% of portfolio
0.8%
Previous 0.8%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $526,373 - $598,601
2,923 Added 2.74%
109,752 $22.2 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $717,818 - $860,488
4,296 Added 4.19%
106,829 $21.4 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $142,474 - $178,815
1,050 Added 1.03%
102,533 $17.4 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.52 Million - $1.68 Million
10,634 Added 11.71%
101,483 $14.7 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $533,716 - $608,957
4,187 Added 4.83%
90,849 $13.2 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $34,724 - $39,976
278 Added 0.32%
86,662 $11.3 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $263,260 - $355,902
2,582 Added 3.08%
86,384 $11.6 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $126,577 - $736,261
-6,106 Reduced 6.79%
83,802 $8.76 Million
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $782,977 - $944,982
-6,953 Reduced 7.18%
89,908 $10.1 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $533,856 - $700,878
4,161 Added 4.49%
96,861 $13.2 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $962,278 - $1.07 Million
6,251 Added 7.23%
92,700 $14.7 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $779,675 - $885,828
-5,305 Reduced 5.78%
86,449 $14.2 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $52,611 - $59,419
357 Added 0.39%
91,754 $14.3 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $1.01 Million - $1.26 Million
-8,020 Reduced 8.07%
91,397 $13.9 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $878,996 - $1.16 Million
9,105 Added 10.08%
99,417 $12.6 Billion
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $2.64 Million - $3.01 Million
28,957 Added 47.2%
90,312 $8.69 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $76,215 - $102,899
907 Added 1.5%
61,355 $5.77 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $811,321 - $1.45 Million
10,266 Added 20.46%
60,448 $5.44 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $2.13 Million - $2.65 Million
19,011 Added 60.99%
50,182 $7 Million
Q3 2019

Nov 07, 2019

BUY
$104.8 - $120.23 $606,477 - $695,771
5,787 Added 22.8%
31,171 $3.67 Million
Q2 2019

Aug 05, 2019

BUY
$104.64 - $116.12 $203,001 - $225,272
1,940 Added 8.28%
25,384 $2.84 Million
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $3,981 - $4,394
-41 Reduced 0.17%
23,444 $2.37 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $484,932 - $606,929
5,263 Added 28.88%
23,485 $2.29 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $333,727 - $382,107
3,221 Added 21.47%
18,222 $2.06 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $63,699 - $70,516
617 Added 4.29%
15,001 $1.56 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $81,541 - $90,502
-762 Reduced 5.03%
14,384 $1.58 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $46,300 - $52,081
483 Added 3.29%
15,146 $1.62 Million
Q3 2017

Nov 14, 2017

SELL
$88.42 - $95.51 $443,956 - $479,555
-5,021 Reduced 25.51%
14,663 $1.4 Million
Q2 2017

Aug 15, 2017

BUY
N/A
19,684
19,684 $1.8 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • 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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