Financial Perspectives, Inc Jpmorgan Chase & CO Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,129 shares of JPM stock, worth $2.27 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

9,129

Previous 9,126 0.03%

Holding current value

$2.27 Million

Previous $1.85 Billion 4.29%

% of portfolio

0.67%

Previous 0.68%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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 ...

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Financial Perspectives, Inc Jpmorgan Chase & CO Transaction History