A detailed history of Van Hulzen Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 46,587 shares of JPM stock, worth $11.3 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
46,587
Previous 47,289 1.48%
Holding current value
$11.3 Million
Previous $9.57 Million 2.7%
% of portfolio
0.71%
Previous 0.64%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $136,819 - $157,809
-702 Reduced 1.48%
46,587 $9.82 Million
Q2 2024

Aug 07, 2024

SELL
$180.08 - $204.79 $3.97 Million - $4.51 Million
-22,020 Reduced 31.77%
47,289 $9.57 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $317,805 - $380,970
-1,902 Reduced 2.67%
69,309 $13.9 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $3.12 Million - $3.92 Million
23,001 Added 47.71%
71,211 $12.1 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $1.91 Million - $2.1 Million
13,310 Added 38.14%
48,210 $6.99 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $1.66 Million - $1.9 Million
-13,059 Reduced 27.23%
34,900 $5.08 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $791,055 - $910,685
6,333 Added 15.21%
47,959 $6.25 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $56,179 - $75,949
551 Added 1.34%
41,626 $5.57 Million
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $16,584 - $96,464
800 Added 1.99%
41,075 $4.29 Million
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $1.8 Million - $2.18 Million
-16,028 Reduced 28.47%
40,275 $4.54 Million
Q1 2022

May 20, 2022

BUY
$128.3 - $168.44 $1.24 Million - $1.63 Million
9,656 Added 20.7%
56,303 $7.68 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $5.58 Million - $6.22 Million
36,219 Added 347.32%
46,647 $7.39 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $26,601 - $30,223
-181 Reduced 1.71%
10,428 $1.71 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $645,038 - $728,507
4,377 Added 70.23%
10,609 $1.65 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $534,766 - $670,958
-4,256 Reduced 40.58%
6,232 $949,000
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $666,319 - $877,037
-6,902 Reduced 39.69%
10,488 $1.33 Million
Q3 2020

Nov 03, 2020

SELL
$91.28 - $103.82 $20,720 - $23,567
-227 Reduced 1.29%
17,390 $1.67 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $377,630 - $509,844
4,494 Added 34.25%
17,617 $1.66 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $26,791 - $47,829
339 Added 2.65%
13,123 $1.18 Million
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $2.47 Million - $3.07 Million
-22,053 Reduced 63.3%
12,784 $1.78 Million
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $111,716 - $128,165
-1,066 Reduced 2.97%
34,837 $4.1 Million
Q2 2019

Aug 08, 2019

BUY
$104.64 - $116.12 $313,606 - $348,011
2,997 Added 9.11%
35,903 $4.01 Million
Q1 2019

May 01, 2019

SELL
$97.11 - $107.19 $187,130 - $206,555
-1,927 Reduced 5.53%
32,906 $3.33 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $135,630 - $169,751
1,472 Added 4.41%
34,833 $3.4 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $2.37 Million - $2.71 Million
22,879 Added 218.27%
33,361 $3.76 Million
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $618,923 - $685,168
5,995 Added 133.61%
10,482 $1.09 Million
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $970,901 - $1.08 Million
-9,073 Reduced 66.91%
4,487 $493,000
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $460,128 - $517,584
4,800 Added 54.79%
13,560 $1.45 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $433,258 - $467,999
4,900 Added 126.94%
8,760 $837,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,860
3,860 $353,000

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
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, 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 Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.