A detailed history of American Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, American Financial Advisors, LLC holds 1,848 shares of JPM stock, worth $406,153. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,947 5.08%
Holding current value
$406,153
Previous $393,000 1.02%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$194.9 - $224.8 $19,295 - $22,255
-99 Reduced 5.08%
1,848 $389,000
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $33,855 - $38,500
-188 Reduced 8.81%
1,947 $393,000
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $78,198 - $93,740
468 Added 28.07%
2,135 $427,000
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $1,628 - $2,043
12 Added 0.73%
1,667 $283,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $17,901 - $19,750
125 Added 8.17%
1,655 $240,000
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $195,029 - $222,523
1,530 New
1,530 $222,000
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $154,061 - $208,276
1,511 New
1,511 $0
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $167,225 - $201,826
-1,485 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $898 - $1,179
7 Added 0.47%
1,485 $202,000
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $923 - $1,030
6 Added 0.41%
1,478 $234,000
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $881 - $1,001
6 Added 0.41%
1,472 $241,000
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $884 - $998
6 Added 0.41%
1,466 $228,000
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $183,449 - $230,169
1,460 New
1,460 $222,000

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 $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 ...
More about JPM
Track This Portfolio

Track American Financial Advisors, LLC Portfolio

Follow American Financial Advisors, 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 American Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Financial Advisors, LLC with notifications on news.