A detailed history of Regatta Capital Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Regatta Capital Group, LLC holds 21,414 shares of JPM stock, worth $5.21 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
21,414
Previous 20,318 5.39%
Holding current value
$5.21 Million
Previous $4.11 Million 9.83%
% of portfolio
0.89%
Previous 0.89%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $213,610 - $246,380
1,096 Added 5.39%
21,414 $4.51 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $126,056 - $143,353
700 Added 3.57%
20,318 $4.11 Million
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $59,149 - $70,906
354 Added 1.84%
19,618 $3.93 Million
Q4 2023

Jan 22, 2024

BUY
$135.69 - $170.3 $5,156 - $6,471
38 Added 0.2%
19,264 $3.28 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $105,402 - $116,288
-736 Reduced 3.69%
19,226 $2.79 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $36,456 - $41,595
-286 Reduced 1.41%
19,962 $2.9 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $683,947 - $924,630
6,708 Added 49.54%
20,248 $2.72 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $14,531 - $84,526
701 Added 5.46%
13,540 $1.53 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $19,594 - $23,648
174 Added 1.37%
12,839 $1.45 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $39,901 - $52,384
311 Added 2.52%
12,665 $1.73 Million
Q4 2021

Feb 23, 2022

BUY
$153.94 - $171.78 $1.9 Million - $2.12 Million
12,354 New
12,354 $1.96 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 $713B
  • 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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