Advisor Os, LLC Jpmorgan Chase & CO Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

A detailed history of Advisor Os, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advisor Os, LLC holds 18,449 shares of JPM stock, worth $4.05 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

18,449

Previous 17,176 7.41%

Holding current value

$4.05 Million

Previous $3.47 Million 11.92%

% of portfolio

0.4%

Previous 0.39%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $248,107 - $286,170	1,273 Added 7.41%	18,449 $3.89 Million
Q2 2024 Aug 05, 2024	SELL	$180.08 - $204.79 $232,483 - $264,383	-1,291 Reduced 6.99%	17,176 $3.47 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $428,418 - $513,569	2,564 Added 16.12%	18,467 $3.7 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $115,336 - $144,755	850 Added 5.65%	15,903 $2.71 Million
Q3 2023 Nov 02, 2023	SELL	$143.21 - $158.0 $632,558 - $697,886	-4,417 Reduced 22.69%	15,053 $2.18 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $620,523 - $708,001	4,868 Added 33.34%	19,470 $2.83 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $99,803 - $114,896	799 Added 5.79%	14,602 $1.9 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $586,473 - $792,855	5,752 Added 71.44%	13,803 $1.85 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $45,253 - $263,226	-2,183 Reduced 21.33%	8,051 $842,000
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $409,787 - $494,576	3,639 Added 55.18%	10,234 $1.15 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $73,259 - $96,179	-571 Reduced 7.97%	6,595 $899,000
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $89,285 - $99,632	580 Added 8.81%	7,166 $1.14 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $18,077 - $20,538	-123 Reduced 1.83%	6,586 $1.08 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $379,919 - $429,082	2,578 Added 62.41%	6,709 $1.04 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $554,619 - $695,867	-4,414 Reduced 51.66%	4,131 $630,000
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $532,128 - $700,409	5,512 Added 181.73%	8,545 $498,000
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $27,931 - $31,768	-306 Reduced 9.16%	3,033 $292,000
Q2 2020 Aug 28, 2020	BUY	$84.03 - $113.45 $280,576 - $378,809	3,339 New	3,339 $314,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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