A detailed history of Westover Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 43,162 shares of JPM stock, worth $9.62 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
43,162
Previous 38,531 12.02%
Holding current value
$9.62 Million
Previous $7.72 Million 13.11%
% of portfolio
2.28%
Previous 2.29%

Shares

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

Aug 08, 2024

BUY
$180.08 - $204.79 $833,950 - $948,382
4,631 Added 12.02%
43,162 $8.73 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $115,793 - $138,807
-693 Reduced 1.77%
38,531 $7.72 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $369,076 - $463,216
2,720 Added 7.45%
39,224 $6.67 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $667,931 - $736,912
4,664 Added 14.65%
36,504 $5.29 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $124,665 - $142,240
978 Added 3.17%
31,840 $4.63 Million
Q1 2023

May 22, 2023

SELL
$124.91 - $143.8 $8,368 - $9,634
-67 Reduced 0.22%
30,862 $4.02 Million
Q4 2022

May 18, 2023

SELL
$101.96 - $137.84 $163,849 - $221,508
-1,607 Reduced 4.94%
30,929 $4.15 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $1,782 - $10,369
-86 Reduced 0.26%
32,536 $3.4 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $121,168 - $146,239
1,076 Added 3.41%
32,622 $3.67 Million
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $157,809 - $207,181
-1,230 Reduced 3.75%
31,546 $4.3 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $182,572 - $203,731
-1,186 Reduced 3.49%
32,776 $5.19 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $180,773 - $205,385
1,230 Added 3.76%
33,962 $5.56 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $19,600 - $22,136
-133 Reduced 0.4%
32,732 $5.09 Million
Q1 2021

May 18, 2021

SELL
$125.65 - $157.65 $47,621 - $59,749
-379 Reduced 1.14%
32,865 $5 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $839,415 - $1.1 Million
-8,695 Reduced 20.73%
33,244 $4.22 Million
Q3 2020

Nov 19, 2020

SELL
$91.28 - $103.82 $44,362 - $50,456
-486 Reduced 1.15%
41,939 $4.04 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $15,293 - $20,647
182 Added 0.43%
42,425 $3.99 Million
Q1 2020

May 18, 2020

SELL
$79.03 - $141.09 $29,241 - $52,203
-370 Reduced 0.87%
42,243 $3.8 Million
Q4 2019

Feb 11, 2020

SELL
$111.82 - $139.4 $238,288 - $297,061
-2,131 Reduced 4.76%
42,613 $5.94 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $31,020 - $35,588
-296 Reduced 0.66%
44,744 $5.27 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $32,647 - $36,229
312 Added 0.7%
45,040 $5.04 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $278,899 - $307,849
2,872 Added 6.86%
44,728 $4.53 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $18,151 - $22,718
197 Added 0.47%
41,856 $4.09 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $303,266 - $347,230
2,927 Added 7.56%
41,659 $4.7 Million
Q2 2018

Aug 13, 2018

SELL
$103.24 - $114.29 $134,831 - $149,262
-1,306 Reduced 3.26%
38,732 $4.04 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $1.51 Million - $1.68 Million
14,138 Added 54.59%
40,038 $4.4 Million
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $134,683 - $151,501
1,405 Added 5.74%
25,900 $2.77 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $465,177 - $502,478
5,261 Added 27.35%
24,495 $2.34 Million
Q2 2017

Aug 15, 2017

BUY
N/A
19,234
19,234 $1.76 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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