Archford Capital Strategies, LLC Jpmorgan Chase & CO Transaction History

Archford Capital Strategies, LLC

$681 Million
Q3 2024

A detailed history of Archford Capital Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 19,933 shares of JPM stock, worth $4.98 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

19,933

Previous 20,555 3.03%

Holding current value

$4.98 Million

Previous $4.16 Million 1.06%

% of portfolio

0.62%

Previous 0.68%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $121,227 - $139,825	-622 Reduced 3.03%	19,933 $4.2 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $42,138 - $47,920	-234 Reduced 1.13%	20,555 $4.16 Million
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $17,210 - $20,630	-103 Reduced 0.49%	20,789 $4.16 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $163,913 - $205,722	-1,208 Reduced 5.47%	20,892 $3.55 Million
Q3 2023 Oct 27, 2023	BUY	$143.21 - $158.0 $138,913 - $153,260	970 Added 4.59%	22,100 $3.2 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $108,476 - $123,769	851 Added 4.2%	21,130 $3.07 Million
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $364,112 - $419,177	2,915 Added 16.79%	20,279 $2.64 Million
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $59,034 - $79,809	579 Added 3.45%	17,364 $0
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $11,152 - $64,872	538 Added 3.31%	16,785 $1.75 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $160,694 - $193,943	1,427 Added 9.63%	16,247 $1.83 Million
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $177,823 - $233,457	1,386 Added 10.32%	14,820 $1.98 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $83,897 - $93,620	545 Added 4.23%	13,434 $2.13 Million
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $64,225 - $72,970	437 Added 3.51%	12,889 $2.11 Million
Q2 2021 Jul 23, 2021	BUY	$147.37 - $166.44 $228,276 - $257,815	1,549 Added 14.21%	12,452 $1.94 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $1.51 Million - $1.89 Million	-12,019 Reduced 52.43%	10,903 $1.66 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $45,084 - $59,341	467 Added 2.08%	22,922 $3.12 Million
Q3 2020 Oct 19, 2020	BUY	$91.28 - $103.82 $16,339 - $18,583	179 Added 0.8%	22,455 $2.16 Million
Q2 2020 Jul 24, 2020	BUY	$84.03 - $113.45 $103,861 - $140,224	1,236 Added 5.87%	22,276 $2.1 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $183,586 - $327,752	-2,323 Reduced 9.94%	21,040 $1.89 Million
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $279,661 - $348,639	-2,501 Reduced 9.67%	23,363 $3.26 Million
Q3 2019 Oct 23, 2019	BUY	$104.8 - $120.23 $19,807 - $22,723	189 Added 0.74%	25,864 $3.04 Million
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $177,992 - $197,520	1,701 Added 7.1%	25,675 $2.87 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $40,106 - $44,269	-413 Reduced 1.69%	23,974 $2.43 Million
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $75,554 - $94,562	820 Added 3.48%	24,387 $2.38 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $673,050 - $770,620	6,496 Added 38.05%	23,567 $2.66 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $80,836 - $89,489	-783 Reduced 4.39%	17,071 $1.78 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $5,564 - $6,176	52 Added 0.29%	17,854 $1.91 Million
Q4 2017 Feb 16, 2018	BUY	$95.86 - $107.83 $60,775 - $68,364	634 Added 3.69%	17,802 $1.9 Million
Q3 2017 Nov 17, 2017	BUY	$88.42 - $95.51 $54,113 - $58,452	612 Added 3.7%	17,168 $1.64 Million
Q2 2017 Aug 25, 2017	BUY	N/A	6,257 Added 60.75%	16,556 $1.51 Million
Q2 2017 Aug 18, 2017	SELL	N/A	-8,741 Reduced 45.91%	10,299 $941,000
Q2 2017 Aug 18, 2017	BUY	N/A	19,040	19,040 $1.97 Million

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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Archford Capital Strategies, LLC Jpmorgan Chase & CO Transaction History