Vision Capital Management, Inc. Jpmorgan Chase & CO Transaction History

Vision Capital Management, Inc.

$695 Million
Q3 2024

A detailed history of Vision Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vision Capital Management, Inc. holds 6,394 shares of JPM stock, worth $1.55 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,394

Previous 6,394 -0.0%

Holding current value

$1.55 Million

Previous $1.29 Million 4.18%

% of portfolio

0.19%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $12,531 - $15,022	-75 Reduced 1.16%	6,394 $1.28 Million
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $877,778 - $1.1 Million	6,469 New	6,469 $1.1 Million
Q2 2023 Aug 01, 2023	SELL	$127.47 - $145.44 $3,696 - $4,217	-29 Reduced 0.51%	5,644 $820,000
Q1 2023 May 03, 2023	SELL	$124.91 - $143.8 $34,100 - $39,257	-273 Reduced 4.59%	5,673 $739,000
Q3 2022 Oct 21, 2022	SELL	$20.73 - $120.58 $7,359 - $42,805	-355 Reduced 5.63%	5,946 $621,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $3,265 - $3,941	-29 Reduced 0.46%	6,301 $710,000
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $4,464 - $4,981	29 Added 0.46%	6,330 $1 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $147 - $166	1 Added 0.02%	6,301 $980,000
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $6,408 - $8,040	-51 Reduced 0.8%	6,300 $959,000
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $18,825 - $24,778	-195 Reduced 2.98%	6,351 $807,000
Q2 2020 Jul 24, 2020	SELL	$84.03 - $113.45 $4,033 - $5,445	-48 Reduced 0.73%	6,546 $616,000
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $22,364 - $27,880	200 Added 3.13%	6,594 $919,000
Q4 2018 Jan 10, 2019	BUY	$92.14 - $115.32 $38,053 - $47,627	413 Added 6.91%	6,394 $624,000
Q2 2018 Jul 06, 2018	SELL	$103.24 - $114.29 $1,032 - $1,142	-10 Reduced 0.17%	5,981 $623,000
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $641,096 - $711,551	5,991 New	5,991 $659,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $711B
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 ...

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Vision Capital Management, Inc. Jpmorgan Chase & CO Transaction History