Rothschild Capital Partners, LLC Jpmorgan Chase & CO Transaction History

Rothschild Capital Partners, LLC

  • $357 Million
  • Q3 2024

A detailed history of Rothschild Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rothschild Capital Partners, LLC holds 104,930 shares of JPM stock, worth $25.4 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
104,930
Previous 104,181 0.72%
Holding current value
$25.4 Million
Previous $21.1 Million 4.96%
% of portfolio
6.19%
Previous 6.02%

Shares

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

Nov 14, 2024
BUY
$194.9 - $224.8 $145,980 - $168,375
749 Added 0.72%
104,930 $22.1 Million
Q4 2023

Feb 14, 2024
BUY
$135.69 - $170.3 $140,303 - $176,090
1,034 Added 1.0%
104,181 $17.7 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $5,620 - $6,471
45 Added 0.04%
103,147 $13.4 Million
Q4 2022

Feb 13, 2023
BUY
$101.96 - $137.84 $4,384 - $5,927
43 Added 0.04%
103,102 $13.8 Million
Q1 2022

May 04, 2022
SELL
$128.3 - $168.44 $547,456 - $718,733
-4,267 Reduced 3.98%
103,059 $14 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $337,590 - $376,713
2,193 Added 2.09%
107,326 $17 Million
Q3 2021

Nov 02, 2021
SELL
$146.97 - $166.98 $50,704 - $57,608
-345 Reduced 0.33%
105,133 $17.2 Million
Q2 2021

Jul 30, 2021
SELL
$147.37 - $166.44 $460,531 - $520,125
-3,125 Reduced 2.88%
105,478 $16.4 Million
Q1 2021

May 03, 2021
SELL
$125.65 - $157.65 $33,799 - $42,407
-269 Reduced 0.25%
108,603 $16.5 Million
Q4 2020

Jan 29, 2021
BUY
$96.54 - $127.07 $218,180 - $287,178
2,260 Added 2.12%
108,872 $13.8 Million
Q2 2020

Aug 05, 2020
BUY
$84.03 - $113.45 $364,690 - $492,373
4,340 Added 4.24%
106,612 $10 Million
Q4 2019

Jan 24, 2020
SELL
$111.82 - $139.4 $86,548 - $107,895
-774 Reduced 0.75%
102,272 $14.3 Million
Q1 2019

May 07, 2019
SELL
$97.11 - $107.19 $60,693 - $66,993
-625 Reduced 0.6%
103,046 $10.4 Million
Q4 2018

Jan 29, 2019
BUY
$92.14 - $115.32 $56,205 - $70,345
610 Added 0.59%
103,671 $10.1 Million
Q2 2018

Aug 13, 2018
SELL
$103.24 - $114.29 $741,159 - $820,487
-7,179 Reduced 6.51%
103,061 $10.7 Million
Q1 2018

May 03, 2018
SELL
$107.01 - $118.77 $43,339 - $48,101
-405 Reduced 0.37%
110,240 $12.1 Million
Q4 2017

Jan 31, 2018
SELL
$95.86 - $107.83 $93,655 - $105,349
-977 Reduced 0.88%
110,645 $11.8 Million
Q3 2017

Oct 31, 2017
SELL
$88.42 - $95.51 $815,143 - $880,506
-9,219 Reduced 7.63%
111,622 $10.7 Million
Q1 2017

Sep 06, 2018
BUY
N/A
592 Added 0.49%
120,841 $10.6 Million
Q4 2016

Sep 06, 2018
SELL
N/A
-4,800 Reduced 3.84%
120,249 $10.4 Million
Q3 2016

Sep 06, 2018
SELL
N/A
-521 Reduced 0.41%
125,049 $8.33 Million
Q2 2016

Sep 06, 2018
BUY
N/A
15,670 Added 14.26%
125,570 $7.8 Million
Q1 2016

Sep 06, 2018
BUY
N/A
109,900
109,900 $6.51 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

JPM Quotes by TradingView
  • 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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