A detailed history of Trifecta Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 23,338 shares of JPM stock, worth $5.83 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
23,338
Previous 23,201 0.59%
Holding current value
$5.83 Million
Previous $4.69 Billion 4.87%
% of portfolio
1.03%
Previous 1.04%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $26,701 - $30,797
137 Added 0.59%
23,338 $4.92 Billion
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $101,745 - $115,706
565 Added 2.5%
23,201 $4.69 Billion
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $78,866 - $94,541
472 Added 2.13%
22,636 $4.53 Billion
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $32,158 - $40,361
237 Added 1.08%
22,164 $3.77 Billion
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $195,911 - $216,144
1,368 Added 6.65%
21,927 $3.18 Billion
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $17,208 - $19,634
135 Added 0.66%
20,559 $2.99 Billion
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $122,661 - $141,211
982 Added 5.05%
20,424 $2.66 Billion
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $1.98 Million - $2.68 Million
19,442 New
19,442 $2.61 Billion

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 $733B
  • 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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