Financial Perspectives, Inc Jpmorgan Chase & CO Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,711 shares of JPM stock, worth $2.71 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

9,711

Previous 9,129 6.38%

Holding current value

$2.71 Million

Previous $1.92 Billion 20.93%

% of portfolio

0.78%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$205.18 - $250.29 $119,414 - $145,668	582 Added 6.38%	9,711 $2.33 Billion
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $584 - $674	3 Added 0.03%	9,129 $1.92 Billion
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $900 - $1,023	5 Added 0.05%	9,126 $1.85 Billion
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $15,539 - $18,627	-93 Reduced 1.01%	9,121 $1.83 Billion
Q4 2023 Feb 01, 2024	BUY	$135.69 - $170.3 $7,598 - $9,536	56 Added 0.61%	9,214 $1.57 Billion
Q3 2023 Jan 09, 2024	SELL	$143.21 - $158.0 $2,434 - $2,686	-17 Reduced 0.19%	9,158 $1.33 Billion
Q2 2023 Jan 09, 2024	BUY	$127.47 - $145.44 $637 - $727	5 Added 0.05%	9,175 $1.33 Billion
Q1 2023 Jan 09, 2024	BUY	$124.91 - $143.8 $499 - $575	4 Added 0.04%	9,170 $1.19 Billion
Q4 2022 Jan 09, 2024	SELL	$101.96 - $137.84 $19,168 - $25,913	-188 Reduced 2.01%	9,166 $1.23 Billion
Q3 2022 Jan 09, 2024	BUY	$20.73 - $120.58 $82,194 - $478,099	3,965 Added 73.58%	9,354 $978 Million
Q1 2022 Jan 09, 2024	BUY	$128.3 - $168.44 $45,931 - $60,301	358 Added 7.12%	5,389 $735 Million
Q3 2021 Jan 09, 2024	BUY	$146.97 - $166.98 $26,601 - $30,223	181 Added 3.73%	5,031 $824 Million
Q2 2021 Jan 09, 2024	SELL	$147.37 - $166.44 $110 Million - $125 Million	-749,145 Reduced 99.36%	4,850 $754 Million
Q1 2021 Jan 09, 2024	BUY	$125.65 - $157.65 $94.2 Million - $118 Million	749,912 Added 18366.69%	753,995 $4.95 Million
Q4 2020 Jan 09, 2024	BUY	$96.54 - $127.07 $33,113 - $43,585	343 Added 9.17%	4,083 $519 Million
Q3 2020 Jan 09, 2024	BUY	$91.28 - $103.82 $14,422 - $16,403	158 Added 4.41%	3,740 $360 Million
Q1 2020 Jan 09, 2024	BUY	$79.03 - $141.09 $29,557 - $52,767	374 Added 11.66%	3,582 $322 Million
Q4 2019 Jan 09, 2024	BUY	$111.82 - $139.4 $358,718 - $447,195	3,208 New	3,208 $447 Million

Others Institutions Holding JPM

# of Institutions

5,038

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $819B
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

Portfolio Update

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

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Jpmorgan Chase & CO Transaction History