A detailed history of Advocate Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advocate Group LLC holds 44,409 shares of JPM stock, worth $9.38 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
44,409
Previous 43,156 2.9%
Holding current value
$9.38 Million
Previous $8.64 Million 3.91%
% of portfolio
1.81%
Previous 1.72%

Shares

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

Jul 10, 2024

BUY
$180.08 - $204.79 $225,640 - $256,601
1,253 Added 2.9%
44,409 $8.98 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $742,882 - $890,533
4,446 Added 11.49%
43,156 $8.64 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $591,608 - $742,508
4,360 Added 12.69%
38,710 $6.58 Million
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $1.61 Million - $1.78 Million
11,244 Added 48.66%
34,350 $4.98 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $2.02 Million - $2.3 Million
15,843 Added 218.13%
23,106 $3.36 Million
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $472,159 - $543,564
3,780 Added 108.53%
7,263 $946,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $49,348 - $66,714
484 Added 16.14%
3,483 $0
Q3 2022

Oct 19, 2022

BUY
$20.73 - $120.58 $17,931 - $104,301
865 Added 40.53%
2,999 $313,000
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $240,309 - $290,031
2,134 New
2,134 $240,000

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 $620B
  • 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 Advocate Group LLC Portfolio

Follow Advocate Group LLC 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 Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.