A detailed history of Alterity Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alterity Financial Group, LLC holds 9,499 shares of JPM stock, worth $2.35 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
9,499
Previous 9,741 2.48%
Holding current value
$2.35 Million
Previous $1.41 Million 14.38%
% of portfolio
2.31%
Previous 2.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $32,836 - $41,212
-242 Reduced 2.48%
9,499 $1.62 Million
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $20,335 - $22,436
142 Added 1.48%
9,741 $1.41 Million
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $21,414 - $24,433
-168 Reduced 1.72%
9,599 $1.4 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $31,852 - $36,669
255 Added 2.68%
9,767 $1.27 Million
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $33,544 - $45,349
-329 Reduced 3.34%
9,512 $1.28 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $1,886 - $10,972
91 Added 0.93%
9,841 $1.03 Million
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $33,445 - $40,365
-297 Reduced 2.96%
9,750 $1.1 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $45,874 - $51,190
298 Added 3.06%
10,047 $1.59 Million
Q1 2021

Apr 28, 2022

BUY
$125.65 - $157.65 $1.22 Million - $1.54 Million
9,749 New
9,749 $1.33 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 $725B
  • 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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