Alera Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Alera Investment Advisors, LLC

$838 Million
Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 10,655 shares of JPM stock, worth $2.61 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,655

Previous 10,201 4.45%

Holding current value

$2.61 Million

Previous $2.06 Million 8.82%

% of portfolio

0.27%

Previous 0.25%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $88,484 - $102,059	454 Added 4.45%	10,655 $2.25 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $374,926 - $426,372	2,082 Added 25.64%	10,201 $2.06 Million
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $26,066 - $31,246	156 Added 1.96%	8,119 $1.63 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $31,344 - $39,339	-231 Reduced 2.82%	7,963 $1.35 Million
Q3 2023 Oct 11, 2023	SELL	$143.21 - $158.0 $6,587 - $7,268	-46 Reduced 0.56%	8,194 $1.19 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $52,772 - $60,212	414 Added 5.29%	8,240 $1.2 Million
Q1 2023 May 01, 2023	SELL	$124.91 - $143.8 $223,588 - $257,402	-1,790 Reduced 18.61%	7,826 $1.02 Million
Q4 2022 Feb 02, 2023	SELL	$101.96 - $137.84 $42,823 - $57,892	-420 Reduced 4.18%	9,616 $1.29 Million
Q3 2022 Nov 09, 2022	SELL	$20.73 - $120.58 $21,953 - $127,694	-1,059 Reduced 9.54%	10,036 $1.05 Million
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $51,687 - $62,382	-459 Reduced 3.97%	11,095 $1.25 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $841,519 - $1.1 Million	6,559 Added 131.31%	11,554 $1.58 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $80,972 - $90,356	-526 Reduced 9.53%	4,995 $791,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $679,736 - $772,282	4,625 Added 516.18%	5,521 $896,000
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $806,130 - $915,885	-5,485 Reduced 85.96%	896 $896,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $19,305 - $21,803	131 Added 2.1%	6,381 $981,000
Q1 2021 May 12, 2021	SELL	$125.65 - $157.65 $2,387 - $2,995	-19 Reduced 0.3%	6,250 $951,000
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $130,908 - $172,306	1,356 Added 27.6%	6,269 $797,000
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $12,596 - $14,327	138 Added 2.89%	4,913 $473,000
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $9,999 - $13,500	-119 Reduced 2.43%	4,775 $449,000
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $33,824 - $60,386	-428 Reduced 8.04%	4,894 $441,000
Q4 2019 Jan 29, 2020	SELL	$111.82 - $139.4 $168,624 - $210,215	-1,508 Reduced 22.08%	5,322 $742,000
Q3 2019 Oct 25, 2019	SELL	$104.8 - $120.23 $1,257 - $1,442	-12 Reduced 0.18%	6,830 $804,000
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $51,168 - $56,782	489 Added 7.7%	6,842 $765,000
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $80,795 - $89,182	-832 Reduced 11.58%	6,353 $643,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $662,025 - $828,574	7,185 New	7,185 $701,000

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Account

Alera Investment Advisors, LLC Jpmorgan Chase & CO Transaction History