Westwood Management Corp Jpmorgan Chase & CO Transaction History

Westwood Management Corp

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$127.47 - $145.44 $254,940 - $290,880	-2,000 Reduced 37.74%	3,300 $480,000
Q1 2023 Apr 26, 2023	SELL	$124.91 - $143.8 $119,913 - $138,048	-960 Reduced 15.34%	5,300 $691,000
Q4 2020 Jan 26, 2021	SELL	$96.54 - $127.07 $9,654 - $12,707	-100 Reduced 1.57%	6,260 $795,000
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $270,188 - $307,307	-2,960 Reduced 31.76%	6,360 $612,000
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $248,728 - $335,812	2,960 Added 46.54%	9,320 $877,000
Q4 2018 Jan 25, 2019	BUY	$92.14 - $115.32 $82,926 - $103,788	900 Added 16.48%	6,360 $621,000
Q3 2018 Oct 26, 2018	SELL	$103.61 - $118.63 $518,050 - $593,150	-5,000 Reduced 47.8%	5,460 $616,000
Q2 2018 Jul 24, 2018	SELL	$103.24 - $114.29 $20.4 Million - $22.6 Million	-197,498 Reduced 94.97%	10,460 $1.09 Million
Q1 2018 Apr 26, 2018	BUY	$107.01 - $118.77 $12.7 Million - $14.1 Million	119,104 Added 134.04%	207,958 $22.9 Million
Q4 2017 Jan 26, 2018	BUY	$95.86 - $107.83 $7.89 Million - $8.88 Million	82,350 Added 1266.14%	88,854 $9.5 Million
Q3 2017 Oct 27, 2017	BUY	$88.42 - $95.51 $575,083 - $621,197	6,504	6,504 $621,000

4,804

1.97B

29.8M

35.8M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $812B
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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