A detailed history of Smith Chas P & Associates Pa Cpas transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 366,304 shares of JPM stock, worth $87.9 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
366,304
Previous 380,884 3.83%
Holding current value
$87.9 Million
Previous $77 Million 0.22%
% of portfolio
4.36%
Previous 4.57%

Shares

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

Oct 11, 2024

SELL
$194.9 - $224.8 $2.84 Million - $3.28 Million
-14,580 Reduced 3.83%
366,304 $77.2 Million
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $1.34 Million - $1.52 Million
-7,438 Reduced 1.92%
380,884 $77 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $344,706 - $413,218
2,063 Added 0.53%
388,322 $77.8 Million
Q4 2023

Feb 01, 2024

BUY
$135.69 - $170.3 $512,772 - $643,563
3,779 Added 0.99%
386,259 $65.7 Million
Q3 2023

Nov 02, 2023

SELL
$143.21 - $158.0 $1.42 Million - $1.56 Million
-9,896 Reduced 2.52%
382,480 $55.5 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $1.04 Million - $1.19 Million
8,169 Added 2.13%
392,376 $57.1 Million
Q1 2023

Apr 27, 2023

BUY
$124.91 - $143.8 $290,540 - $334,478
2,326 Added 0.61%
384,207 $50.1 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $139,889 - $189,116
1,372 Added 0.36%
381,881 $51.2 Million
Q3 2022

Nov 22, 2022

BUY
$20.73 - $120.58 $227,242 - $1.32 Million
10,962 Added 2.97%
380,509 $39.8 Million
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $3.64 Million - $4.39 Million
32,316 Added 9.58%
369,547 $41.6 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $1.15 Million - $1.51 Million
8,943 Added 2.72%
337,231 $46 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $180,263 - $201,154
1,171 Added 0.36%
328,288 $52 Million
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $1.53 Million - $1.74 Million
10,420 Added 3.29%
327,117 $53.5 Million
Q2 2021

Jul 23, 2021

BUY
$147.37 - $166.44 $31,095 - $35,118
211 Added 0.07%
316,697 $49.3 Million
Q1 2021

May 11, 2021

SELL
$125.65 - $157.65 $148,015 - $185,711
-1,178 Reduced 0.37%
316,486 $48.2 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $582,618 - $766,867
6,035 Added 1.94%
317,664 $40.4 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $437,048 - $497,090
4,788 Added 1.56%
311,629 $30 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $348,136 - $470,023
4,143 Added 1.37%
306,841 $28.9 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $1.71 Million - $3.05 Million
21,625 Added 7.69%
302,698 $27.3 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $209,662 - $261,375
1,875 Added 0.67%
281,073 $39.2 Million
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $59,316 - $68,050
-566 Reduced 0.2%
279,198 $32.9 Million
Q2 2019

Aug 09, 2019

BUY
$104.64 - $116.12 $589,646 - $654,336
5,635 Added 2.06%
279,764 $31.3 Million
Q1 2019

May 08, 2019

BUY
$97.11 - $107.19 $31,463 - $34,729
324 Added 0.12%
274,129 $27.8 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $200,957 - $251,512
2,181 Added 0.8%
273,805 $26.7 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $251,772 - $288,270
-2,430 Reduced 0.89%
271,624 $30.7 Million
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $184,076 - $203,779
1,783 Added 0.65%
274,054 $28.6 Million
Q1 2018

May 10, 2018

SELL
$107.01 - $118.77 $1.13 Million - $1.25 Million
-10,557 Reduced 3.73%
272,271 $29.9 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $478,245 - $537,963
4,989 Added 1.8%
282,828 $30.2 Million
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $24.6 Million - $26.5 Million
277,839
277,839 $26.5 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 $704B
  • 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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