A detailed history of Kathmere Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 6,125 shares of JPM stock, worth $1.38 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,125
Previous 5,900 3.81%
Holding current value
$1.38 Million
Previous $1.19 Million 8.21%
% of portfolio
0.13%
Previous 0.13%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$194.9 - $224.8 $43,852 - $50,580
225 Added 3.81%
6,125 $1.29 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $146,765 - $166,903
815 Added 16.03%
5,900 $1.19 Million
Q2 2024

Jul 01, 2024

BUY
$180.08 - $204.79 $23,770 - $27,032
132 Added 2.67%
5,085 $1.03 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $22,055 - $26,439
-132 Reduced 2.6%
4,953 $992,000
Q4 2023

Apr 16, 2024

BUY
$135.69 - $170.3 $51,697 - $64,884
381 Added 8.1%
5,085 $864,000
Q3 2023

Oct 11, 2023

BUY
$143.21 - $158.0 $158,963 - $175,380
1,110 Added 30.88%
4,704 $682,000
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $7,648 - $8,726
60 Added 1.7%
3,594 $522,000
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $61,455 - $70,749
492 Added 16.17%
3,534 $460,000
Q4 2022

Jan 24, 2023

SELL
$101.96 - $137.84 $8,666 - $11,716
-85 Reduced 2.72%
3,042 $0
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $53,529 - $72,366
525 Added 20.18%
3,127 $0
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $25,663 - $149,278
-1,238 Reduced 32.24%
2,602 $272,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $35,584 - $42,947
316 Added 8.97%
3,840 $432,000
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $66,587 - $87,420
519 Added 17.27%
3,524 $480,000
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $179,186 - $199,951
-1,164 Reduced 27.92%
3,005 $476,000
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $171,367 - $194,698
1,166 Added 38.83%
4,169 $682,000
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $294 - $332
2 Added 0.07%
3,003 $467,000
Q1 2021

May 07, 2021

SELL
$125.65 - $157.65 $5,402 - $6,778
-43 Reduced 1.41%
3,001 $457,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $4,730 - $6,226
49 Added 1.64%
3,044 $387,000
Q3 2020

Nov 20, 2020

SELL
$91.28 - $103.82 $465,710 - $529,689
-5,102 Reduced 63.01%
2,995 $288,000
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $362,290 - $412,061
3,969 Added 96.15%
8,097 $789,000
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $346,875 - $468,321
4,128 New
4,128 $388,000
Q1 2020

May 06, 2020

SELL
$79.03 - $141.09 $150,473 - $268,635
-1,904 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $212,905 - $265,417
1,904 New
1,904 $265,000

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 $659B
  • 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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