Mckinley Capital Management LLC Jpmorgan Chase & CO Transaction History

Mckinley Capital Management LLC

$558 Million
Q2 2024

A detailed history of Mckinley Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mckinley Capital Management LLC holds 30,400 shares of JPM stock, worth $7.37 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

30,400

Previous 39,230 22.51%

Holding current value

$7.37 Million

Previous $7.86 Million 21.75%

% of portfolio

1.1%

Previous 0.97%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $1.59 Million - $1.81 Million	-8,830 Reduced 22.51%	30,400 $6.15 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $549,726 - $658,987	-3,290 Reduced 7.74%	39,230 $7.86 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $515,556 - $568,800	-3,600 Reduced 7.81%	42,520 $6.17 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $197,578 - $225,432	-1,550 Reduced 3.25%	46,120 $6.71 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $11.3 Million - $12.8 Million	-76,690 Reduced 61.67%	47,670 $7.8 Million
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $1.38 Million - $1.56 Million	-9,370 Reduced 7.01%	124,360 $19.3 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $1.2 Million - $1.51 Million	-9,590 Reduced 6.69%	133,730 $20.4 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $899,752 - $1.18 Million	9,320 Added 6.96%	143,320 $18.2 Million
Q3 2020 Nov 02, 2020	SELL	$91.28 - $103.82 $6.65 Million - $7.57 Million	-72,875 Reduced 35.23%	134,000 $12.9 Million
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $1.79 Million - $2.41 Million	-21,286 Reduced 9.33%	206,875 $19.5 Million
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $728,656 - $1.3 Million	9,220 Added 4.21%	228,161 $20.5 Million
Q4 2019 Jan 23, 2020	SELL	$111.82 - $139.4 $1.31 Million - $1.63 Million	-11,726 Reduced 5.08%	218,941 $30.5 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $19.6 Million - $22.5 Million	187,057 Added 428.93%	230,667 $27.1 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $4.56 Million - $5.06 Million	43,610 New	43,610 $4.88 Million
Q3 2017 Nov 13, 2017	SELL	$88.42 - $95.51 $4.95 Million - $5.35 Million	-55,977 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	55,977	55,977 $5.12 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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Mckinley Capital Management LLC Jpmorgan Chase & CO Transaction History