Annex Advisory Services, LLC Jpmorgan Chase & CO Transaction History

Annex Advisory Services, LLC

  • $4.03 Billion
  • Q4 2025

A detailed history of Annex Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Annex Advisory Services, LLC holds 48,181 shares of JPM stock, worth $14.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
48,181
Previous 47,079 2.34%
Holding current value
$14.5 Million
Previous $14.9 Million 2.55%
% of portfolio
0.36%
Previous 0.42%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$294.11 - $320.41 $324,109 - $353,091
1,102 Added 2.34%
48,181 $14.5 Million
Q3 2025

Oct 17, 2025
SELL
$282.78 - $316.06 $1.77 Million - $1.98 Million
-6,262 Reduced 11.74%
47,079 $14.9 Million
Q2 2025

Jul 11, 2025
BUY
$210.28 - $289.91 $198,924 - $274,254
946 Added 1.81%
53,341 $15.5 Million
Q1 2025

Apr 10, 2025
SELL
$225.19 - $279.95 $618,371 - $768,742
-2,746 Reduced 4.98%
52,395 $12.9 Million
Q4 2024

Jan 16, 2025
BUY
$205.18 - $250.29 $805,741 - $982,888
3,927 Added 7.67%
55,141 $13.2 Million
Q3 2024

Oct 10, 2024
SELL
$194.9 - $224.8 $11.2 Million - $12.9 Million
-57,588 Reduced 52.93%
51,214 $10.8 Million
Q2 2024

Jul 12, 2024
BUY
$180.08 - $204.79 $1.33 Million - $1.51 Million
7,359 Added 7.25%
108,802 $22 Million
Q1 2024

Apr 12, 2024
BUY
$167.09 - $200.3 $432,596 - $518,576
2,589 Added 2.62%
101,443 $20.3 Million
Q4 2023

Feb 13, 2024
BUY
$135.69 - $170.3 $1 Million - $1.26 Million
7,380 Added 8.07%
98,854 $16.8 Million
Q3 2023

Oct 31, 2023
BUY
$143.21 - $158.0 $1.95 Million - $2.15 Million
13,639 Added 17.52%
91,474 $13.3 Million
Q2 2023

Jul 24, 2023
BUY
$127.47 - $145.44 $387,126 - $441,701
3,037 Added 4.06%
77,835 $11.3 Million
Q1 2023

Apr 27, 2023
BUY
$124.91 - $143.8 $5.1 Million - $5.88 Million
40,861 Added 120.4%
74,798 $9.75 Million
Q4 2022

Jan 27, 2023
BUY
$101.96 - $137.84 $68,007 - $91,939
667 Added 2.0%
33,937 $4.55 Million
Q3 2022

Oct 24, 2022
SELL
$20.73 - $120.58 $14,614 - $85,008
-705 Reduced 2.08%
33,270 $3.48 Million
Q2 2022

Jul 27, 2022
BUY
$112.61 - $135.91 $156,753 - $189,186
1,392 Added 4.27%
33,975 $3.83 Million
Q1 2022

Apr 13, 2022
SELL
$128.3 - $168.44 $1.73 Million - $2.27 Million
-13,460 Reduced 29.23%
32,583 $4.44 Million
Q4 2021

Jan 31, 2022
BUY
$153.94 - $171.78 $392,700 - $438,210
2,551 Added 5.87%
46,043 $7.29 Million
Q3 2021

Oct 18, 2021
BUY
$146.97 - $166.98 $389,764 - $442,830
2,652 Added 6.49%
43,492 $7.12 Million
Q2 2021

Jul 29, 2021
BUY
$147.37 - $166.44 $419,267 - $473,521
2,845 Added 7.49%
40,840 $6.35 Million
Q1 2021

Apr 22, 2021
SELL
$125.65 - $157.65 $42,469 - $53,285
-338 Reduced 0.88%
37,995 $5.78 Million
Q4 2020

Jan 28, 2021
BUY
$96.54 - $127.07 $201,189 - $264,813
2,084 Added 5.75%
38,333 $4.87 Million
Q3 2020

Oct 23, 2020
BUY
$91.28 - $103.82 $134,272 - $152,719
1,471 Added 4.23%
36,249 $3.49 Million
Q2 2020

Jul 21, 2020
BUY
$84.03 - $113.45 $270,156 - $364,741
3,215 Added 10.19%
34,778 $3.27 Million
Q1 2020

Apr 22, 2020
BUY
$79.03 - $141.09 $215,988 - $385,598
2,733 Added 9.48%
31,563 $2.84 Million
Q4 2019

Feb 13, 2020
SELL
$111.82 - $139.4 $47.8 Million - $59.6 Million
-427,318 Reduced 93.68%
28,830 $4.02 Million
Q4 2019

Feb 10, 2020
BUY
$111.82 - $139.4 $47.9 Million - $59.7 Million
427,945 Added 1517.37%
456,148 $6.68 Million
Q3 2019

Nov 14, 2019
BUY
$104.8 - $120.23 $97,464 - $111,813
930 Added 3.41%
28,203 $3.32 Million
Q2 2019

Jul 18, 2019
BUY
$104.64 - $116.12 $505,829 - $561,324
4,834 Added 21.54%
27,273 $3.05 Million
Q1 2019

May 15, 2019
SELL
$97.11 - $107.19 $15,246 - $16,828
-157 Reduced 0.69%
22,439 $2.27 Million
Q4 2018

Feb 12, 2019
BUY
$92.14 - $115.32 $209,894 - $262,698
2,278 Added 11.21%
22,596 $2.21 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $160,077 - $183,283
1,545 Added 8.23%
20,318 $2.29 Million
Q2 2018

Aug 13, 2018
BUY
$103.24 - $114.29 $101,381 - $112,232
982 Added 5.52%
18,773 $1.96 Million
Q1 2018

May 03, 2018
BUY
$107.01 - $118.77 $134,297 - $149,056
1,255 Added 7.59%
17,791 $1.96 Million
Q4 2017

Feb 13, 2018
BUY
$95.86 - $107.83 $88,191 - $99,203
920 Added 5.89%
16,536 $1.77 Million
Q3 2017

Nov 02, 2017
BUY
$88.42 - $95.51 $1.38 Million - $1.49 Million
15,616
15,616 $1.49 Million

Others Institutions Holding JPM

# of Institutions
5,493
Shares Held
1.96B
Call Options Held
27.6M
Put Options Held
31.4M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • 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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