A detailed history of Advisor Net Financial, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advisor Net Financial, Inc holds 27,729 shares of JPM stock, worth $5.89 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
27,729
Previous 26,900 3.08%
Holding current value
$5.89 Million
Previous $5.39 Million 4.08%
% of portfolio
0.53%
Previous 0.54%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $149,286 - $169,770
829 Added 3.08%
27,729 $5.61 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $289,065 - $346,519
-1,730 Reduced 6.04%
26,900 $5.39 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $130,262 - $163,488
960 Added 3.47%
28,630 $4.87 Million
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $882,173 - $973,280
-6,160 Reduced 18.21%
27,670 $4.01 Million
Q2 2023

Jul 14, 2023

SELL
$127.47 - $145.44 $5,353 - $6,108
-42 Reduced 0.12%
33,830 $4.92 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $27,230 - $31,348
218 Added 0.65%
33,872 $4.41 Million
Q4 2022

Jan 13, 2023

SELL
$101.96 - $137.84 $195,661 - $264,514
-1,919 Reduced 5.39%
33,654 $0
Q3 2022

Oct 04, 2022

BUY
$20.73 - $120.58 $15,754 - $91,640
760 Added 2.18%
35,573 $3.72 Million
Q2 2022

Jul 07, 2022

SELL
$112.61 - $135.91 $524,312 - $632,796
-4,656 Reduced 11.8%
34,813 $3.92 Million
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $312,153 - $409,814
2,433 Added 6.57%
39,469 $5.38 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $176,877 - $197,375
-1,149 Reduced 3.01%
37,036 $5.87 Million
Q3 2021

Oct 15, 2021

SELL
$146.97 - $166.98 $440,910 - $500,939
-3,000 Reduced 7.28%
38,185 $6.25 Million
Q2 2021

Jul 06, 2021

SELL
$147.37 - $166.44 $190,844 - $215,539
-1,295 Reduced 3.05%
41,185 $6.41 Million
Q1 2021

Apr 14, 2021

BUY
$125.65 - $157.65 $708,289 - $888,673
5,637 Added 15.3%
42,480 $6.47 Million
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $12,839 - $16,900
-133 Reduced 0.36%
36,843 $4.68 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $157,823 - $179,504
1,729 Added 4.91%
36,976 $3.56 Million
Q2 2020

Aug 26, 2020

BUY
$84.03 - $113.45 $101,256 - $136,707
1,205 Added 3.54%
35,247 $3.32 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $458,769 - $819,027
5,805 Added 20.56%
34,042 $3.07 Million
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $124,232 - $154,873
-1,111 Reduced 3.79%
28,237 $3.94 Million
Q3 2019

Oct 23, 2019

BUY
$104.8 - $120.23 $199,120 - $228,437
1,900 Added 6.92%
29,348 $3.45 Million
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $448,173 - $497,341
4,283 Added 18.49%
27,448 $3.07 Million
Q1 2019

May 14, 2019

BUY
$97.11 - $107.19 $153,433 - $169,360
1,580 Added 7.32%
23,165 $2.35 Million
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $1.67 Million - $2.09 Million
-18,155 Reduced 45.68%
21,585 $2.11 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $61,233 - $70,110
-591 Reduced 1.47%
39,740 $4.48 Million
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $2,271 - $2,514
22 Added 0.05%
40,331 $4.2 Million
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $40,877 - $45,370
382 Added 0.96%
40,309 $4.43 Million
Q4 2017

Feb 27, 2018

BUY
$95.86 - $107.83 $3.83 Million - $4.31 Million
39,927
39,927 $4.27 Million

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 $623B
  • 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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