Advisory Research Inc Jpmorgan Chase & CO Transaction History

Advisory Research Inc

$512 Million
Q3 2024

A detailed history of Advisory Research Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advisory Research Inc holds 8,932 shares of JPM stock, worth $2.23 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

8,932

Previous 10,404 14.15%

Holding current value

$2.23 Million

Previous $2.1 Million 10.55%

% of portfolio

0.37%

Previous 0.42%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $286,892 - $330,905	-1,472 Reduced 14.15%	8,932 $1.88 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $36,916 - $41,981	-205 Reduced 1.93%	10,404 $2.1 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $4,511 - $5,408	-27 Reduced 0.25%	10,609 $2.12 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $453,340 - $568,972	-3,341 Reduced 23.9%	10,636 $1.81 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $168,987 - $186,440	-1,180 Reduced 7.79%	13,977 $2.03 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $342,511 - $390,797	2,687 Added 21.55%	15,157 $2.2 Million
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $150,798 - $203,865	-1,479 Reduced 10.6%	12,470 $1.67 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $1,741 - $10,128	-84 Reduced 0.6%	13,949 $1.46 Million
Q2 2022 Aug 17, 2022	BUY	$112.61 - $135.91 $358,550 - $432,737	3,184 Added 29.35%	14,033 $1.58 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $362,832 - $476,348	-2,828 Reduced 20.68%	10,849 $1.48 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $16.8 Million - $18.7 Million	-108,954 Reduced 88.85%	13,677 $2.17 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $5.92 Million - $6.72 Million	-40,248 Reduced 24.71%	122,631 $20.1 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $7.17 Million - $8.1 Million	-48,638 Reduced 22.99%	162,879 $25.3 Million
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $622,218 - $780,682	-4,952 Reduced 2.29%	211,517 $32.2 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $2.89 Million - $3.8 Million	29,902 Added 16.03%	216,469 $27.5 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $2.09 Million - $2.37 Million	-22,857 Reduced 10.91%	186,567 $18 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $94,953 - $128,198	1,130 Added 0.54%	209,424 $19.7 Million
Q1 2020 May 12, 2020	SELL	$79.03 - $141.09 $890,984 - $1.59 Million	-11,274 Reduced 5.13%	208,294 $18.8 Million
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $16.4 Million - $20.4 Million	-146,418 Reduced 40.01%	219,568 $30.6 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $1.3 Million - $1.5 Million	-12,447 Reduced 3.29%	365,986 $43.1 Million
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $144,717 - $160,593	-1,383 Reduced 0.36%	378,433 $42.3 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $521,674 - $575,824	-5,372 Reduced 1.39%	379,816 $38.4 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $288,029 - $360,490	-3,126 Reduced 0.81%	385,188 $37.6 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $2.31 Million - $2.65 Million	-22,321 Reduced 5.44%	388,314 $43.8 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $456,940 - $505,847	-4,426 Reduced 1.07%	410,635 $42.8 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $18.1 Million - $20.1 Million	-169,399 Reduced 28.98%	415,061 $45.6 Million
Q4 2017 Feb 08, 2018	BUY	$95.86 - $107.83 $872,421 - $981,360	9,101 Added 1.58%	584,460 $62.5 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $50.9 Million - $55 Million	575,359	575,359 $55 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $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 ...

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Advisory Research Inc Jpmorgan Chase & CO Transaction History