A detailed history of Karpas Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Karpas Strategies, LLC holds 18,705 shares of JPM stock, worth $4.55 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
18,705
Previous 18,669 0.19%
Holding current value
$4.55 Million
Previous $3.74 Million 1.18%
% of portfolio
1.45%
Previous 1.42%

Shares

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

Jul 30, 2024

BUY
$180.08 - $204.79 $6,482 - $7,372
36 Added 0.19%
18,705 $3.78 Million
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $6,349 - $7,611
38 Added 0.2%
18,669 $3.74 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $196,479 - $246,594
-1,448 Reduced 7.21%
18,631 $3.17 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $177,866 - $196,236
-1,242 Reduced 5.83%
20,079 $2.91 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $18,483 - $21,088
-145 Reduced 0.68%
21,321 $3.1 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $17,737 - $20,419
-142 Reduced 0.66%
21,466 $2.8 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $7,239 - $9,786
71 Added 0.33%
21,608 $2.9 Million
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $1,658 - $9,646
80 Added 0.37%
21,537 $2.25 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $30,179 - $36,423
268 Added 1.26%
21,457 $2.42 Million
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $59,274 - $77,819
462 Added 2.23%
21,189 $2.89 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $857,445 - $956,814
5,570 Added 36.75%
20,727 $3.28 Million
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $5,290 - $6,011
36 Added 0.24%
15,157 $2.58 Million
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $2,505 - $2,829
17 Added 0.11%
15,121 $2.35 Million
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $47,621 - $59,749
-379 Reduced 2.45%
15,104 $2.3 Million
Q4 2020

Jan 27, 2021

BUY
$96.54 - $127.07 $2,413 - $3,176
25 Added 0.16%
15,483 $1.97 Million
Q3 2020

Oct 30, 2020

BUY
$91.28 - $103.82 $2,555 - $2,906
28 Added 0.18%
15,458 $1.49 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $2,352 - $3,176
28 Added 0.18%
15,430 $1.45 Million
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $1,501 - $2,680
19 Added 0.12%
15,402 $1.39 Million
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $2,348 - $2,927
21 Added 0.14%
15,383 $2.14 Million
Q3 2019

Oct 22, 2019

BUY
$104.8 - $120.23 $1,991 - $2,284
19 Added 0.12%
15,362 $1.81 Million
Q2 2019

Jul 25, 2019

BUY
$104.64 - $116.12 $2,092 - $2,322
20 Added 0.13%
15,343 $1.72 Million
Q1 2019

Apr 18, 2019

SELL
$97.11 - $107.19 $5,438 - $6,002
-56 Reduced 0.36%
15,323 $1.55 Million
Q4 2018

Jan 23, 2019

BUY
$92.14 - $115.32 $1,934 - $2,421
21 Added 0.14%
15,379 $1.5 Million
Q3 2018

Oct 23, 2018

BUY
$103.61 - $118.63 $1,346 - $1,542
13 Added 0.08%
15,358 $1.73 Million
Q2 2018

Jul 25, 2018

BUY
$103.24 - $114.29 $1,548 - $1,714
15 Added 0.1%
15,345 $1.6 Million
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $9,309 - $10,332
-87 Reduced 0.56%
15,330 $1.69 Million
Q4 2017

Jan 24, 2018

BUY
$95.86 - $107.83 $1,437 - $1,617
15 Added 0.1%
15,417 $1.65 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $1.36 Million - $1.47 Million
15,402
15,402 $1.47 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 $713B
  • 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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