Arbor Investment Advisors, LLC Jpmorgan Chase & CO Transaction History

Arbor Investment Advisors, LLC

$753 Million
Q3 2024

A detailed history of Arbor Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Arbor Investment Advisors, LLC holds 2,920 shares of JPM stock, worth $729,386. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,920

Previous 2,920 -0.0%

Holding current value

$729,386

Previous $590,000 4.24%

% of portfolio

0.08%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$180.08 - $204.79 $115,071 - $130,860	639 Added 28.01%	2,920 $590,000
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $34,587 - $41,462	207 Added 9.98%	2,281 $456,000
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $65,402 - $82,084	-482 Reduced 18.86%	2,074 $352,000
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $3,580 - $3,950	-25 Reduced 0.97%	2,556 $370,000
Q3 2022 Oct 31, 2022	SELL	$20.73 - $120.58 $41,460 - $241,160	-2,000 Reduced 43.66%	2,581 $270,000
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $50,674 - $61,159	-450 Reduced 8.94%	4,581 $516,000
Q1 2022 Apr 21, 2022	BUY	$128.3 - $168.44 $40,286 - $52,890	314 Added 6.66%	5,031 $686,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $3,684 - $4,161	25 Added 0.53%	4,717 $733,000
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $7,819 - $10,292	81 Added 1.76%	4,692 $596,000
Q3 2020 Oct 27, 2020	BUY	$91.28 - $103.82 $365 - $415	4 Added 0.09%	4,611 $444,000
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $50,418 - $68,070	600 Added 14.97%	4,607 $433,000
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $19,046 - $34,002	-241 Reduced 5.67%	4,007 $361,000
Q4 2019 Jan 14, 2020	SELL	$111.82 - $139.4 $3,354 - $4,182	-30 Reduced 0.7%	4,248 $592,000
Q3 2019 Oct 21, 2019	BUY	$104.8 - $120.23 $21,064 - $24,166	201 Added 4.93%	4,278 $503,000
Q2 2019 Jul 11, 2019	BUY	$104.64 - $116.12 $28,252 - $31,352	270 Added 7.09%	4,077 $456,000
Q1 2019 Apr 15, 2019	BUY	$97.11 - $107.19 $369,697 - $408,072	3,807 New	3,807 $385,000
Q4 2018 Jan 15, 2019	SELL	$92.14 - $115.32 $166,496 - $208,383	-1,807 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	$103.61 - $118.63 $187,223 - $214,364	1,807 New	1,807 $204,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $733B
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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Arbor Investment Advisors, LLC Jpmorgan Chase & CO Transaction History