A detailed history of Asset Allocation Strategies LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 1,269 shares of JPM stock, worth $311,298. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,269
Previous 1,366 7.1%
Holding current value
$311,298
Previous $274 Million 6.12%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 31, 2024

SELL
$180.08 - $204.79 $17,467 - $19,864
-97 Reduced 7.1%
1,269 $257 Million
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $8,855 - $10,615
53 Added 4.04%
1,366 $274 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $178,160 - $223,603
1,313 New
1,313 $223 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 $720B
  • 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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