Montis Financial, LLC Jpmorgan Chase & CO Transaction History

Montis Financial, LLC

$280 Million
Q3 2024

A detailed history of Montis Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Montis Financial, LLC holds 2,854 shares of JPM stock, worth $632,132. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,854

Previous 2,529 12.85%

Holding current value

$632,132

Previous $511,000 17.61%

% of portfolio

0.21%

Previous 0.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$194.9 - $224.8 $63,342 - $73,060	325 Added 12.85%	2,854 $601,000
Q2 2024 Aug 07, 2024	SELL	$180.08 - $204.79 $180 - $204	-1 Reduced 0.04%	2,529 $511,000
Q1 2024 Apr 16, 2024	BUY	$167.09 - $200.3 $835 - $1,001	5 Added 0.2%	2,530 $506,000
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $14,111 - $17,711	-104 Reduced 3.96%	2,525 $429,000
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $110,414 - $121,818	-771 Reduced 22.68%	2,629 $381,000
Q2 2023 Jul 31, 2023	SELL	$127.47 - $145.44 $18,483 - $21,088	-145 Reduced 4.09%	3,400 $494,000
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $6,620 - $7,621	-53 Reduced 1.47%	3,545 $461,000
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $2,345 - $3,170	-23 Reduced 0.64%	3,598 $482,000
Q3 2022 Oct 25, 2022	BUY	$20.73 - $120.58 $1,181 - $6,873	57 Added 1.6%	3,621 $378,000
Q2 2022 Jul 27, 2022	SELL	$112.61 - $135.91 $14,301 - $17,260	-127 Reduced 3.44%	3,564 $401,000
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $205,921 - $270,346	-1,605 Reduced 30.31%	3,691 $503,000
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $248,613 - $277,424	1,615 Added 43.87%	5,296 $839,000
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $6,760 - $7,681	46 Added 1.27%	3,681 $615,000
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $5,157 - $5,825	-35 Reduced 0.95%	3,635 $565,000
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $106,299 - $133,371	-846 Reduced 18.73%	3,670 $564,000
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $435,974 - $573,848	4,516 New	4,516 $577,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Montis Financial, LLC Jpmorgan Chase & CO Transaction History