Alera Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Alera Investment Advisors, LLC

$822 Million
Q2 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 10,201 shares of JPM stock, worth $2.15 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,201

Previous 8,119 25.64%

Holding current value

$2.15 Million

Previous $1.63 Million 26.88%

% of portfolio

0.25%

Previous 0.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $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 ...

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Alera Investment Advisors, LLC Jpmorgan Chase & CO Transaction History