A detailed history of Acorn Financial Advisory Services Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 2,023 shares of JPM stock, worth $505,325. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,023
Previous 1,993 1.51%
Holding current value
$505,325
Previous $403,000 5.71%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $5,847 - $6,744
30 Added 1.51%
2,023 $426,000
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.1%
1,993 $403,000
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $83,043 - $99,549
-497 Reduced 19.98%
1,991 $398,000
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $39,078 - $49,046
288 Added 13.09%
2,488 $423,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $28,642 - $31,600
-200 Reduced 8.33%
2,200 $319,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $98,916 - $112,861
776 Added 47.78%
2,400 $349,000
Q1 2023

Apr 26, 2023

SELL
$124.91 - $143.8 $2,123 - $2,444
-17 Reduced 1.04%
1,624 $211,000
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $167,316 - $226,195
1,641 New
1,641 $0
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $412,544 - $468,712
-2,807 Closed
0 $0
Q2 2021

Jul 23, 2021

BUY
$147.37 - $166.44 $11,347 - $12,815
77 Added 2.82%
2,807 $437,000
Q1 2021

Apr 12, 2021

SELL
$125.65 - $157.65 $35,558 - $44,614
-283 Reduced 9.39%
2,730 $418,000
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $4,151 - $5,464
43 Added 1.45%
3,013 $384,000
Q3 2020

Oct 15, 2020

SELL
$91.28 - $103.82 $880,395 - $1 Million
-9,645 Reduced 76.46%
2,970 $285,000
Q2 2020

Jul 10, 2020

BUY
$84.03 - $113.45 $842,316 - $1.14 Million
10,024 Added 386.88%
12,615 $1.19 Million
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $61,406 - $109,626
777 Added 42.83%
2,591 $232,000
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $202,841 - $252,871
1,814 New
1,814 $253,000

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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