A detailed history of Financial Security Advisor, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 2,854 shares of JPM stock, worth $678,110. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,854
Previous 2,484 14.9%
Holding current value
$678,110
Previous $502 Million 19.81%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 30, 2024

BUY
$194.9 - $224.8 $72,113 - $83,176
370 Added 14.9%
2,854 $602 Million
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $1,620 - $1,843
9 Added 0.36%
2,484 $502 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $33,752 - $40,460
-202 Reduced 7.55%
2,475 $496 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $19,675 - $24,693
145 Added 5.73%
2,677 $455 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $362,607 - $400,056
2,532 New
2,532 $367 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 $697B
  • 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
Track This Portfolio

Track Financial Security Advisor, Inc. Portfolio

Follow Financial Security Advisor, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Security Advisor, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Security Advisor, Inc. with notifications on news.