A detailed history of Vaughan Nelson Investment Management, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vaughan Nelson Investment Management, L.P. holds 1,347,524 shares of JPM stock, worth $300 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
1,347,524
Previous 1,292,959 4.22%
Holding current value
$300 Million
Previous $259 Million 5.24%
% of portfolio
2.52%
Previous 2.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $9.83 Million - $11.2 Million
54,565 Added 4.22%
1,347,524 $273 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $78.9 Million - $94.5 Million
471,991 Added 57.49%
1,292,959 $259 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $108 Million - $135 Million
795,488 Added 3122.01%
820,968 $140 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $278,521 - $317,786
-2,185 Reduced 7.9%
25,480 $3.71 Million
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $640,788 - $737,694
-5,130 Reduced 15.64%
27,665 $3.61 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $91,764 - $124,056
900 Added 2.82%
32,795 $4.4 Million
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $747,347 - $981,163
5,825 Added 22.34%
31,895 $4.35 Million
Q4 2021

Jan 13, 2022

SELL
$153.94 - $171.78 $163,946 - $182,945
-1,065 Reduced 3.92%
26,070 $4.13 Million
Q3 2021

Oct 27, 2021

BUY
$146.97 - $166.98 $509,251 - $578,585
3,465 Added 14.64%
27,135 $4.44 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $298,424 - $337,041
2,025 Added 9.36%
23,670 $3.68 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $131,932 - $165,532
1,050 Added 5.1%
21,645 $3.3 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $907,476 - $1.19 Million
9,400 Added 83.97%
20,595 $2.62 Million
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $257,185 - $320,620
-2,300 Reduced 17.04%
11,195 $1.56 Million
Q4 2018

Jan 30, 2019

SELL
$92.14 - $115.32 $161,245 - $201,810
-1,750 Reduced 11.48%
13,495 $1.32 Million
Q3 2017

Oct 24, 2017

BUY
$88.42 - $95.51 $1.35 Million - $1.46 Million
15,245
15,245 $1.46 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 $654B
  • 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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