A detailed history of American Institute For Advanced Investment Management, LLP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 1,781 shares of JPM stock, worth $433,014. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,781
Previous 1,781 -0.0%
Holding current value
$433,014
Previous $360,000 4.17%
% of portfolio
0.27%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $66,501 - $79,719
398 Added 28.78%
1,781 $356,000
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $19,675 - $24,693
-145 Reduced 9.49%
1,383 $235,000
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $2,148 - $2,370
-15 Reduced 0.97%
1,528 $221,000
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $196,686 - $224,413
1,543 New
1,543 $224,000
Q4 2022

Feb 27, 2023

BUY
$101.96 - $137.84 $160,892 - $217,511
1,578 New
1,578 $211,000
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $175,108 - $211,340
-1,555 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $199,506 - $261,924
1,555 New
1,555 $212,000

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 $713B
  • 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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