Affiance Financial, LLC Jpmorgan Chase & CO Transaction History

Affiance Financial, LLC

$406 Million
Q3 2024

A detailed history of Affiance Financial, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Affiance Financial, LLC holds 7,515 shares of JPM stock, worth $1.66 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

7,515

Previous 7,448 0.9%

Holding current value

$1.66 Million

Previous $1.51 Million 5.18%

% of portfolio

0.39%

Previous 0.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$194.9 - $224.8 $13,058 - $15,061	67 Added 0.9%	7,515 $1.58 Million
Q2 2024 Aug 01, 2024	BUY	$180.08 - $204.79 $54,024 - $61,437	300 Added 4.2%	7,448 $1.51 Million
Q3 2023 Oct 11, 2023	SELL	$143.21 - $158.0 $5,728 - $6,320	-40 Reduced 0.56%	7,148 $1.04 Million
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $6,628 - $7,562	52 Added 0.73%	7,188 $1.05 Million
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $7,494 - $8,628	60 Added 0.85%	7,136 $929,000
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $9,890 - $13,370	97 Added 1.39%	7,076 $0
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $1,763 - $2,003	-12 Reduced 0.17%	6,979 $1.14 Million
Q2 2021 Jul 14, 2021	BUY	$147.37 - $166.44 $1,768 - $1,997	12 Added 0.17%	6,991 $1.09 Million
Q3 2018 Oct 15, 2018	SELL	$103.61 - $118.63 $7,770 - $8,897	-75 Reduced 1.06%	6,979 $788,000
Q2 2018 Jul 16, 2018	BUY	$103.24 - $114.29 $15,486 - $17,143	150 Added 2.17%	7,054 $735,000
Q1 2018 Apr 17, 2018	SELL	$107.01 - $118.77 $15,088 - $16,746	-141 Reduced 2.0%	6,904 $759,000
Q4 2017 Jan 16, 2018	BUY	$95.86 - $107.83 $4,121 - $4,636	43 Added 0.61%	7,045 $753,000
Q3 2017 Dec 08, 2017	BUY	$88.42 - $95.51 $6,631 - $7,163	75 Added 1.08%	7,002 $669,000
Q2 2017 Dec 08, 2017	SELL	N/A	-5 Reduced 0.07%	6,927 $633,000
Q4 2016 Dec 08, 2017	SELL	N/A	-272 Reduced 3.78%	6,932 $598,000
Q3 2016 Dec 08, 2017	BUY	N/A	272 Added 3.92%	7,204 $480,000
Q4 2015 Dec 11, 2017	BUY	N/A	55 Added 0.8%	6,932 $458,000
Q3 2015 Dec 08, 2017	BUY	N/A	20 Added 0.29%	6,877 $419,000
Q1 2015 Dec 08, 2017	SELL	N/A	-251 Reduced 3.53%	6,857 $415,000
Q4 2014 Dec 08, 2017	BUY	N/A	7,108	7,108 $445,000

Others Institutions Holding JPM

# of Institutions

4,560

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 $650B
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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Affiance Financial, LLC Jpmorgan Chase & CO Transaction History