A detailed history of Advance Capital Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advance Capital Management, Inc. holds 3,732 shares of JPM stock, worth $826,600. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,732
Previous 3,475 7.4%
Holding current value
$826,600
Previous $702,000 11.97%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 07, 2024

BUY
$194.9 - $224.8 $50,089 - $57,773
257 Added 7.4%
3,732 $786,000
Q2 2024

Jul 08, 2024

BUY
$180.08 - $204.79 $8,463 - $9,625
47 Added 1.37%
3,475 $702,000
Q1 2024

Apr 04, 2024

BUY
$167.09 - $200.3 $8,020 - $9,614
48 Added 1.42%
3,428 $686,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $2,713 - $3,406
20 Added 0.6%
3,380 $574,000
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $10,167 - $11,218
71 Added 2.16%
3,360 $487,000
Q2 2023

Jul 03, 2023

BUY
$127.47 - $145.44 $49,713 - $56,721
390 Added 13.45%
3,289 $478,000
Q1 2023

Apr 04, 2023

BUY
$124.91 - $143.8 $15,613 - $17,975
125 Added 4.51%
2,899 $377,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $611 - $827
6 Added 0.22%
2,774 $372,000
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $4,249 - $24,718
205 Added 8.0%
2,768 $289,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $22,972 - $27,725
204 Added 8.65%
2,563 $289,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $384 - $505
3 Added 0.13%
2,359 $322,000
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $362,682 - $404,713
2,356 New
2,356 $373,000

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 $650B
  • 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 Advance Capital Management, Inc. Portfolio

Follow Advance Capital Management, 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 Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.