James Hambro & Partners Jpmorgan Chase & CO Transaction History

James Hambro & Partners

$2.41 Billion
Q4 2024

A detailed history of James Hambro & Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, James Hambro & Partners holds 732,869 shares of JPM stock, worth $194 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares

732,869

Previous 745,636 1.71%

Holding current value

$194 Million

Previous $157 Million 11.78%

% of portfolio

7.29%

Previous 6.98%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$205.18 - $250.29 $2.62 Million - $3.2 Million	-12,767 Reduced 1.71%	732,869 $176 Million
Q3 2024 Oct 21, 2024	SELL	$194.9 - $224.8 $3.08 Million - $3.55 Million	-15,786 Reduced 2.07%	745,636 $157 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $180,080 - $204,790	1,000 Added 0.13%	761,422 $154 Million
Q1 2024 Apr 26, 2024	SELL	$167.09 - $200.3 $280,711 - $336,504	-1,680 Reduced 0.22%	760,422 $152 Million
Q4 2023 Jan 19, 2024	BUY	$135.69 - $170.3 $3.51 Million - $4.4 Million	25,831 Added 3.51%	762,102 $130 Million
Q3 2023 Oct 24, 2023	SELL	$143.21 - $158.0 $1.84 Million - $2.03 Million	-12,857 Reduced 1.72%	736,271 $107 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $839,772 - $958,158	6,588 Added 0.89%	749,128 $109 Million
Q1 2023 Apr 21, 2023	BUY	$124.91 - $143.8 $326,514 - $375,893	2,614 Added 0.35%	742,540 $96.8 Million
Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $1.23 Million - $1.66 Million	-12,078 Reduced 1.61%	739,926 $99.2 Million
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $42,807 - $248,997	2,065 Added 0.28%	752,004 $78.7 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $2.41 Million - $2.91 Million	21,417 Added 2.94%	749,939 $84.5 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $427,239 - $560,905	3,330 Added 0.46%	728,522 $99.3 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $4.12 Million - $4.59 Million	26,749 Added 3.83%	725,192 $115 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $3.03 Million - $3.44 Million	20,604 Added 3.04%	698,443 $114 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $1.64 Million - $1.85 Million	11,101 Added 1.66%	677,839 $105 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $18.8 Million - $23.6 Million	149,888 Added 29.0%	666,738 $102 Million
Q4 2020 Jan 14, 2021	BUY	$96.54 - $127.07 $2.39 Million - $3.14 Million	24,717 Added 5.02%	516,850 $65.6 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $2.53 Million - $2.87 Million	27,670 Added 5.96%	492,133 $47.4 Million
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $5.49 Million - $7.41 Million	65,285 Added 16.35%	464,463 $43.7 Million
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $99,577 - $177,773	-1,260 Reduced 0.31%	399,178 $36 Million
Q4 2019 Feb 04, 2020	BUY	$111.82 - $139.4 $2.81 Million - $3.51 Million	25,157 Added 6.7%	400,438 $55.8 Million
Q3 2019 Nov 04, 2019	BUY	$104.8 - $120.23 $8.04 Million - $9.22 Million	76,726 Added 25.7%	375,281 $44.2 Million
Q1 2019 Apr 25, 2019	BUY	$97.11 - $107.19 $362,608 - $400,247	3,734 Added 1.27%	298,555 $30.2 Million
Q4 2018 Jan 17, 2019	SELL	$92.14 - $115.32 $2.89 Million - $3.62 Million	-31,379 Reduced 9.62%	294,821 $28.8 Million
Q3 2018 Oct 18, 2018	SELL	$103.61 - $118.63 $1.45 Million - $1.66 Million	-14,022 Reduced 4.12%	326,200 $36.8 Million
Q2 2018 Oct 18, 2018	SELL	$103.24 - $114.29 $585,577 - $648,252	-5,672 Reduced 1.64%	340,222 $35.5 Million
Q2 2018 Jul 12, 2018	BUY	$103.24 - $114.29 $460,966 - $510,304	4,465 Added 1.31%	345,894 $36.1 Million
Q1 2018 Oct 18, 2018	SELL	$107.01 - $118.77 $1.01 Million - $1.12 Million	-9,447 Reduced 2.69%	341,429 $37.5 Million
Q1 2018 Apr 30, 2018	BUY	$107.01 - $118.77 $4.84 Million - $5.37 Million	45,244 Added 14.8%	350,876 $38.7 Million
Q4 2017 Oct 18, 2018	SELL	$95.86 - $107.83 $884,979 - $995,486	-9,232 Reduced 2.93%	305,632 $32.8 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $30.2 Million - $34 Million	314,864	314,864 $33.8 Million

Others Institutions Holding JPM

# of Institutions

5,044

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $775B
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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James Hambro & Partners Jpmorgan Chase & CO Transaction History