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 2,986 shares of JPM stock, worth $610,189. This represents 0.52% of its overall portfolio holdings.

Number of Shares
2,986
Previous 2,729 9.42%
Holding current value
$610,189
Previous $547 Million 10.5%
% of portfolio
0.52%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $599B
  • 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

Track Alpha Financial Partners, LLC Portfolio

Follow Alpha Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Partners, LLC with notifications on news.