A detailed history of Ascension Capital Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ascension Capital Advisors, Inc. holds 1,363 shares of JPM stock, worth $334,357. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,363
Previous 1,363 -0.0%
Holding current value
$334,357
Previous $275,000 4.36%
% of portfolio
0.16%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $3,527 - $4,427
-26 Reduced 1.87%
1,363 $231,000
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $16,898 - $18,644
-118 Reduced 7.83%
1,389 $201,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $192,097 - $219,178
1,507 New
1,507 $219,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $153,653 - $207,724
1,507 New
1,507 $202,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $166,775 - $201,282
-1,481 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $17,389 - $19,639
118 Added 8.66%
1,481 $230,000
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $171,260 - $214,876
1,363 New
1,363 $207,000
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $116,253 - $207,543
-1,471 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $164,487 - $205,057
1,471 New
1,471 $205,000

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 $720B
  • 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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