A detailed history of Allied Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 73,756 shares of JPM stock, worth $15.1 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
73,756
Previous 73,628 0.17%
Holding current value
$15.1 Million
Previous $12.5 Million 17.96%
% of portfolio
3.57%
Previous 3.41%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $21,387 - $25,638
128 Added 0.17%
73,756 $14.8 Million
Q4 2023

Jan 09, 2024

BUY
$135.69 - $170.3 $22,524 - $28,269
166 Added 0.23%
73,628 $12.5 Million
Q3 2023

Oct 05, 2023

BUY
$143.21 - $158.0 $86,928 - $95,906
607 Added 0.83%
73,462 $10.7 Million
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $251,370 - $286,807
1,972 Added 2.78%
72,855 $10.6 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $179,370 - $206,496
1,436 Added 2.07%
70,883 $9.24 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $219,112 - $296,218
2,149 Added 3.19%
69,447 $0
Q3 2022

Oct 13, 2022

BUY
$20.73 - $120.58 $70,710 - $411,298
3,411 Added 5.34%
67,298 $7.03 Million
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $421,611 - $508,847
3,744 Added 6.23%
63,887 $7.19 Million
Q1 2022

Apr 11, 2022

BUY
$128.3 - $168.44 $507,298 - $666,011
3,954 Added 7.04%
60,143 $8.2 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $149,475 - $166,798
971 Added 1.76%
56,189 $8.9 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $39,681 - $45,084
270 Added 0.49%
55,218 $9.04 Million
Q2 2021

Jul 16, 2021

BUY
$147.37 - $166.44 $114,064 - $128,824
774 Added 1.43%
54,948 $8.55 Million
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $50,888 - $63,848
405 Added 0.75%
54,174 $8.25 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $83,989 - $110,550
870 Added 1.64%
53,769 $6.83 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $80,782 - $91,880
885 Added 1.7%
52,899 $5.09 Million
Q2 2020

Jul 10, 2020

BUY
$84.03 - $113.45 $203,520 - $274,775
2,422 Added 4.88%
52,014 $4.89 Million
Q1 2020

Apr 17, 2020

BUY
$79.03 - $141.09 $176,869 - $315,759
2,238 Added 4.73%
49,592 $4.47 Million
Q4 2019

Jan 24, 2020

SELL
$111.82 - $139.4 $38,242 - $47,674
-342 Reduced 0.72%
47,354 $6.6 Million
Q3 2019

Oct 17, 2019

BUY
$104.8 - $120.23 $90,337 - $103,638
862 Added 1.84%
47,696 $5.61 Million
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $19,253 - $21,366
184 Added 0.39%
46,834 $5.24 Million
Q1 2019

Apr 22, 2019

SELL
$97.11 - $107.19 $5,826 - $6,431
-60 Reduced 0.13%
46,650 $4.72 Million
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $117,294 - $146,802
1,273 Added 2.8%
46,710 $4.56 Million
Q3 2018

Oct 23, 2018

SELL
$103.61 - $118.63 $220,482 - $252,444
-2,128 Reduced 4.47%
45,437 $5.13 Million
Q2 2018

Jul 26, 2018

SELL
$103.24 - $114.29 $90,335 - $100,003
-875 Reduced 1.81%
47,565 $4.96 Million
Q1 2018

Apr 26, 2018

SELL
$107.01 - $118.77 $507,548 - $563,326
-4,743 Reduced 8.92%
48,440 $5.33 Million
Q4 2017

Feb 01, 2018

BUY
$95.86 - $107.83 $5.1 Million - $5.73 Million
53,183
53,183 $5.69 Million

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 $602B
  • 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
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