A detailed history of Alpha Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 3,329 shares of JPM stock, worth $790,970. This represents 0.5% of its overall portfolio holdings.

Number of Shares
3,329
Previous 2,986 11.49%
Holding current value
$790,970
Previous $604 Million 16.23%
% of portfolio
0.5%
Previous 0.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $66,850 - $77,106
343 Added 11.49%
3,329 $702 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $46,280 - $52,631
257 Added 9.42%
2,986 $604 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $14,536 - $17,426
87 Added 3.29%
2,729 $547 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $10,719 - $13,453
79 Added 3.08%
2,642 $449 Million
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $181,590 - $200,344
-1,268 Reduced 33.1%
2,563 $372 Million
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $15,296 - $17,452
-120 Reduced 3.04%
3,831 $557 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $46,466 - $53,493
-372 Reduced 8.61%
3,951 $515 Million
Q4 2022

Feb 16, 2023

BUY
$101.96 - $137.84 $440,773 - $595,882
4,323 New
4,323 $580 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 $697B
  • 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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