A detailed history of One Capital Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, One Capital Management, LLC holds 68,748 shares of JPM stock, worth $16.7 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
68,748
Previous 67,773 1.44%
Holding current value
$16.7 Million
Previous $13.7 Million 5.71%
% of portfolio
0.49%
Previous 0.5%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $190,027 - $219,180
975 Added 1.44%
68,748 $14.5 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $174,497 - $198,441
969 Added 1.45%
67,773 $13.7 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $121,140 - $145,217
-725 Reduced 1.07%
66,804 $13.4 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $123,749 - $155,313
-912 Reduced 1.33%
67,529 $11.5 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $280,261 - $309,206
1,957 Added 2.94%
68,441 $9.93 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $66,666 - $76,065
523 Added 0.79%
66,484 $9.67 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $446,678 - $514,228
3,576 Added 5.73%
65,961 $8.6 Million
Q4 2022

Feb 15, 2023

SELL
$101.96 - $137.84 $105,528 - $142,664
-1,035 Reduced 1.63%
62,385 $8.37 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $31,799 - $184,969
1,534 Added 2.48%
63,420 $6.63 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $428,143 - $516,729
3,802 Added 6.55%
61,886 $6.97 Million
Q1 2022

May 17, 2022

BUY
$128.3 - $168.44 $188,601 - $247,606
1,470 Added 2.6%
58,084 $7.92 Million
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $1.53 Million - $1.7 Million
9,916 Added 21.23%
56,614 $8.96 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $67,165 - $76,309
-457 Reduced 0.97%
46,698 $7.64 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $454,046 - $512,801
3,081 Added 6.99%
47,155 $7.33 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $122,131 - $153,235
-972 Reduced 2.16%
44,074 $6.71 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $304,680 - $401,032
3,156 Added 7.53%
45,046 $5.72 Million
Q3 2020

Oct 23, 2020

BUY
$91.28 - $103.82 $202,185 - $229,961
2,215 Added 5.58%
41,890 $4.03 Million
Q2 2020

Aug 17, 2020

BUY
$84.03 - $113.45 $235,620 - $318,113
2,804 Added 7.6%
39,675 $3.73 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $21,338 - $38,094
270 Added 0.74%
36,871 $3.32 Million
Q4 2019

Jan 31, 2020

SELL
$111.82 - $139.4 $96,165 - $119,884
-860 Reduced 2.3%
36,601 $5.1 Million
Q3 2019

Oct 21, 2019

BUY
$104.8 - $120.23 $16,034 - $18,395
153 Added 0.41%
37,461 $4.41 Million
Q2 2019

Jul 11, 2019

BUY
$104.64 - $116.12 $11,405 - $12,657
109 Added 0.29%
37,308 $4.17 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $154,987 - $171,075
-1,596 Reduced 4.11%
37,199 $3.77 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $60,720 - $75,995
659 Added 1.73%
38,795 $3.79 Million
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $313,109 - $358,499
3,022 Added 8.61%
38,136 $4.3 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $42,947 - $47,544
416 Added 1.2%
35,114 $3.66 Million
Q1 2018

May 04, 2018

SELL
$107.01 - $118.77 $79,401 - $88,127
-742 Reduced 2.09%
34,698 $3.82 Million
Q4 2017

Jan 29, 2018

BUY
$95.86 - $107.83 $19,363 - $21,781
202 Added 0.57%
35,440 $3.79 Million
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $3.12 Million - $3.37 Million
35,238
35,238 $3.37 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 $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 ...
More about JPM
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