Alps Advisors Inc Jpmorgan Chase & CO Transaction History

Alps Advisors Inc

$14.5 Billion
Q2 2024

A detailed history of Alps Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alps Advisors Inc holds 174,275 shares of JPM stock, worth $38.3 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

174,275

Previous 175,661 0.79%

Holding current value

$38.3 Million

Previous $35.2 Million 0.18%

% of portfolio

0.24%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $249,590 - $283,838	-1,386 Reduced 0.79%	174,275 $35.2 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $202,178 - $242,363	1,210 Added 0.69%	175,661 $35.2 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $125,241 - $157,186	923 Added 0.53%	174,451 $29.7 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $23.7 Million - $26.1 Million	165,309 Added 2011.3%	173,528 $25.2 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $453,793 - $517,766	3,560 Added 76.41%	8,219 $1.2 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $582,205 - $670,251	-4,661 Reduced 50.01%	4,659 $607,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $22,227 - $30,049	218 Added 2.4%	9,320 $1.25 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $228,258 - $1.33 Million	-11,011 Reduced 54.75%	9,102 $951,000
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $1.31 Million - $1.58 Million	11,593 Added 136.07%	20,113 $2.27 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $310,486 - $407,624	-2,420 Reduced 22.12%	8,520 $1.16 Million
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $157 Million - $176 Million	-1,022,895 Reduced 98.94%	10,940 $1.73 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $96,265 - $109,371	655 Added 0.06%	1,033,835 $169 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $280,003 - $316,236	1,900 Added 0.18%	1,033,180 $161 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $1,256 - $1,576	10 Added 0.0%	1,031,280 $157 Million
Q4 2020 Feb 03, 2021	BUY	$96.54 - $127.07 $315,685 - $415,518	3,270 Added 0.32%	1,031,270 $131 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $196,982 - $224,043	-2,158 Reduced 0.21%	1,028,000 $99 Million
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $20,167 - $27,228	-240 Reduced 0.02%	1,030,158 $96.9 Million
Q1 2020 May 06, 2020	SELL	$79.03 - $141.09 $3.34 Million - $5.96 Million	-42,257 Reduced 3.94%	1,030,398 $92.8 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $257,968 - $321,595	-2,307 Reduced 0.21%	1,072,655 $150 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $580,172 - $665,593	-5,536 Reduced 0.51%	1,074,962 $127 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $939,248 - $1.04 Million	8,976 Added 0.84%	1,080,498 $121 Million
Q1 2019 May 01, 2019	SELL	$97.11 - $107.19 $2.01 Million - $2.22 Million	-20,719 Reduced 1.9%	1,071,522 $108 Million
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $909,053 - $1.14 Million	9,866 Added 0.91%	1,092,241 $107 Million
Q3 2018 Oct 25, 2018	BUY	$103.61 - $118.63 $868,562 - $994,475	8,383 Added 0.78%	1,082,375 $122 Million
Q2 2018 Aug 02, 2018	BUY	$103.24 - $114.29 $2.13 Million - $2.35 Million	20,589 Added 1.95%	1,073,992 $112 Million
Q2 2018 Jul 25, 2018	BUY	$103.24 - $114.29 $105 Million - $116 Million	1,013,376 Added 2531.73%	1,053,403 $113 Million
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $1.56 Million - $1.74 Million	14,624 Added 57.57%	40,027 $4.4 Million
Q4 2017 Feb 05, 2018	BUY	$95.86 - $107.83 $1.07 Million - $1.2 Million	11,147 Added 78.19%	25,403 $2.72 Million
Q3 2017 Nov 03, 2017	BUY	$88.42 - $95.51 $1.26 Million - $1.36 Million	14,256	14,256 $1.36 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Alps Advisors Inc Jpmorgan Chase & CO Transaction History