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 $4.61 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,449
Previous 17,176 7.41%
Holding current value
$4.61 Million
Previous $3.47 Million 11.92%
% of portfolio
0.4%
Previous 0.39%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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