A detailed history of 1620 Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 10,581 shares of JPM stock, worth $2.51 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
10,581
Previous 12,489 15.28%
Holding current value
$2.51 Million
Previous $2.53 Million 11.72%
% of portfolio
1.79%
Previous 2.08%

Shares

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

Oct 25, 2024

SELL
$194.9 - $224.8 $371,869 - $428,918
-1,908 Reduced 15.28%
10,581 $2.23 Million
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $2.25 Million - $2.56 Million
12,489 New
12,489 $2.53 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $40,268 - $48,272
241 Added 1.97%
12,487 $2.5 Million
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $1.66 Million - $2.09 Million
12,246 New
12,246 $2.08 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $1.81 Million - $2 Million
12,673 New
12,673 $1.84 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $1.17 Million - $1.35 Million
9,355 New
9,355 $1.22 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $21,105 - $28,532
207 Added 2.31%
9,187 $1.23 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $1,471 - $8,561
71 Added 0.8%
8,980 $938,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $73,083 - $88,205
649 Added 7.86%
8,909 $1 Million
Q4 2021

May 16, 2022

BUY
$153.94 - $171.78 $1.27 Million - $1.42 Million
8,260 New
8,260 $1.31 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 $695B
  • 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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