A detailed history of Royal Harbor Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Royal Harbor Partners, LLC holds 15,557 shares of JPM stock, worth $3.5 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
15,557
Previous 15,781 1.42%
Holding current value
$3.5 Million
Previous $3.19 Million 2.76%
% of portfolio
1.75%
Previous 1.62%

Shares

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

Oct 29, 2024

SELL
$194.9 - $224.8 $43,657 - $50,355
-224 Reduced 1.42%
15,557 $3.28 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $211,413 - $240,423
-1,174 Reduced 6.92%
15,781 $3.19 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $22,055 - $26,439
132 Added 0.78%
16,955 $3.4 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $72,187 - $90,599
532 Added 3.27%
16,823 $2.86 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $51,698 - $57,038
361 Added 2.27%
16,291 $2.36 Million
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $15,551 - $17,743
-122 Reduced 0.76%
15,930 $2.32 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $290,790 - $334,766
-2,328 Reduced 12.67%
16,052 $2.09 Million
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $130,712 - $176,710
-1,282 Reduced 6.52%
18,380 $0
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $14,137 - $82,235
-682 Reduced 3.35%
19,662 $2.06 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $2.29 Million - $2.76 Million
20,344 New
20,344 $2.29 Million
Q1 2022

Aug 05, 2022

SELL
$128.3 - $168.44 $1.18 Million - $1.55 Million
-9,227 Closed
0 $0
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $49,414 - $55,141
321 Added 3.6%
9,227 $1.46 Million
Q3 2021

Oct 19, 2021

SELL
$146.97 - $166.98 $331,270 - $376,372
-2,254 Reduced 20.2%
8,906 $1.46 Million
Q2 2021

Jul 16, 2021

BUY
$147.37 - $166.44 $103,895 - $117,340
705 Added 6.74%
11,160 $1.74 Million
Q1 2021

Apr 12, 2021

BUY
$125.65 - $157.65 $118,487 - $148,663
943 Added 9.91%
10,455 $1.59 Million
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $918,288 - $1.21 Million
9,512 New
9,512 $1.21 Million
Q1 2020

Apr 10, 2020

SELL
$79.03 - $141.09 $715,063 - $1.28 Million
-9,048 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $1.01 Million - $1.26 Million
9,048 New
9,048 $1.26 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 $659B
  • 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
Track This Portfolio

Track Royal Harbor Partners, LLC Portfolio

Follow Royal Harbor Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Royal Harbor Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Royal Harbor Partners, LLC with notifications on news.