A detailed history of Stamos Capital Partners, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 27,350 shares of JPM stock, worth $7.24 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
27,350
Previous 30,740 11.03%
Holding current value
$7.24 Million
Previous $6.22 Million 7.29%
% of portfolio
1.4%
Previous 1.36%

Shares

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

Nov 13, 2024

SELL
$194.9 - $224.8 $660,711 - $762,072
-3,390 Reduced 11.03%
27,350 $5.76 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $124,255 - $141,305
690 Added 2.3%
30,740 $6.22 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $2.62 Million - $3.14 Million
-15,670 Reduced 34.27%
30,050 $6.02 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $3.43 Million - $4.31 Million
-25,280 Reduced 35.61%
45,720 $7.78 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $3.17 Million - $3.5 Million
-22,150 Reduced 23.78%
71,000 $10.3 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $903,762 - $1.03 Million
7,090 Added 8.24%
93,150 $13.5 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $3.51 Million - $4.05 Million
28,130 Added 48.56%
86,060 $11.2 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $3.57 Million - $4.82 Million
-34,990 Reduced 37.66%
57,930 $7.77 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $25,497 - $148,313
1,230 Added 1.34%
92,920 $9.71 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $1.67 Million - $2.02 Million
14,860 Added 19.34%
91,690 $10.3 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $3.37 Million - $4.42 Million
26,230 Added 51.84%
76,830 $10.5 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $1.12 Million - $1.25 Million
7,250 Added 16.72%
50,600 $8.01 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $909,744 - $1.03 Million
-6,190 Reduced 12.49%
43,350 $7.1 Million
Q2 2021

Aug 13, 2021

SELL
$147.37 - $166.44 $1.94 Million - $2.19 Million
-13,160 Reduced 20.99%
49,540 $7.71 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $1.19 Million - $1.56 Million
-12,300 Reduced 16.4%
62,700 $7.97 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $2.37 Million - $2.7 Million
26,000 Added 53.06%
75,000 $7.22 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $3.04 Million - $4.11 Million
-36,208 Reduced 42.49%
49,000 $4.61 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $5.32 Million - $9.49 Million
67,268 Added 374.96%
85,208 $7.67 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $281,003 - $350,312
-2,513 Reduced 12.29%
17,940 $2.5 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $314,400 - $360,690
3,000 Added 17.19%
20,453 $2.41 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $523,200 - $580,600
-5,000 Reduced 22.27%
17,453 $1.98 Million
Q1 2019

May 10, 2019

SELL
$97.11 - $107.19 $2.8 Million - $3.09 Million
-28,847 Reduced 56.23%
22,453 $2.35 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $4.73 Million - $5.92 Million
51,300 New
51,300 $5.01 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 $777B
  • 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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