A detailed history of Proficio Capital Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Proficio Capital Partners LLC holds 10,185 shares of JPM stock, worth $2.72 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,185
Previous 14,140 27.97%
Holding current value
$2.72 Million
Previous $2.86 Million 24.94%
% of portfolio
0.22%
Previous 0.3%

Shares

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

Nov 01, 2024

SELL
$194.9 - $224.8 $770,829 - $889,084
-3,955 Reduced 27.97%
10,185 $2.15 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $47,361 - $53,859
263 Added 1.9%
14,140 $2.86 Million
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $90,562 - $108,562
542 Added 4.06%
13,877 $2.78 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $56,718 - $71,185
418 Added 3.24%
13,335 $2.27 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $37,091 - $40,922
259 Added 2.05%
12,917 $1.87 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $61,695 - $70,392
484 Added 3.98%
12,658 $1.84 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $188 Million - $216 Million
-1,503,648 Reduced 99.2%
12,174 $1.59 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $188 Million - $216 Million
1,504,450 Added 13229.42%
1,515,822 $198 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $78,713 - $106,412
772 Added 7.28%
11,372 $1.53 Million
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $57,795 - $336,177
-2,788 Reduced 20.82%
10,600 $1.12 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $123,533 - $149,093
-1,097 Reduced 7.57%
13,388 $1.51 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $151,394 - $198,759
1,180 Added 8.87%
14,485 $1.97 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $12,930 - $14,429
84 Added 0.64%
13,305 $2.11 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $230,008 - $261,323
1,565 Added 13.43%
13,221 $2.16 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $9,579 - $10,818
65 Added 0.56%
11,656 $1.81 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $388,886 - $487,926
3,095 Added 36.43%
11,591 $1.75 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $50,297 - $66,203
521 Added 6.53%
8,496 $1.08 Million
Q3 2020

Nov 02, 2020

SELL
$91.28 - $103.82 $41,623 - $47,341
-456 Reduced 5.41%
7,975 $722,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $20,839 - $28,135
248 Added 3.03%
8,431 $793,000
Q1 2020

May 06, 2020

BUY
$79.03 - $141.09 $164,461 - $293,608
2,081 Added 34.1%
8,183 $666,000
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $42,603 - $53,111
381 Added 6.66%
6,102 $851,000
Q3 2019

Nov 13, 2019

SELL
$104.8 - $120.23 $74,303 - $85,243
-709 Reduced 11.03%
5,721 $673,000
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $43,216 - $47,957
413 Added 6.86%
6,430 $719,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $88,855 - $98,078
915 Added 17.93%
6,017 $609,000
Q4 2018

Feb 08, 2019

BUY
$92.14 - $115.32 $72,422 - $90,641
786 Added 18.21%
5,102 $498,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $1,554 - $1,779
-15 Reduced 0.35%
4,316 $487,000
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $7,226 - $8,000
70 Added 1.64%
4,331 $451,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $80,792 - $89,671
755 Added 21.53%
4,261 $469,000
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $4,888 - $5,499
51 Added 1.48%
3,506 $375,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $305,491 - $329,987
3,455
3,455 $330,000

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 $784B
  • 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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