Auxano Advisors, LLC Jpmorgan Chase & CO Transaction History

Auxano Advisors, LLC

$348 Million
Q2 2024

A detailed history of Auxano Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Auxano Advisors, LLC holds 11,425 shares of JPM stock, worth $2.53 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

11,425

Previous 11,194 2.06%

Holding current value

$2.53 Million

Previous $2.24 Million 3.03%

% of portfolio

0.66%

Previous 0.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $41,598 - $47,306	231 Added 2.06%	11,425 $2.31 Million
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $53,802 - $64,496	-322 Reduced 2.8%	11,194 $2.24 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $85,213 - $106,948	-628 Reduced 5.17%	11,516 $1.96 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $294,582 - $325,006	2,057 Added 20.39%	12,144 $1.76 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $23,732 - $27,322	190 Added 1.92%	10,087 $1.31 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $203 - $275	2 Added 0.02%	9,897 $1.33 Million
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $6,903 - $40,153	333 Added 3.48%	9,895 $1.03 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $19,256 - $23,240	171 Added 1.82%	9,562 $1.08 Million
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $249,928 - $328,121	-1,948 Reduced 17.18%	9,391 $1.28 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $34,482 - $38,478	224 Added 2.02%	11,339 $1.8 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $30,128 - $34,230	205 Added 1.88%	11,115 $1.82 Million
Q2 2021 Aug 06, 2021	SELL	$147.37 - $166.44 $58,948 - $66,576	-400 Reduced 3.54%	10,910 $1.7 Million
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $4,397 - $5,517	35 Added 0.31%	11,310 $1.72 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $106,387 - $140,031	1,102 Added 10.83%	11,275 $1.43 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $1,551 - $1,764	-17 Reduced 0.17%	10,173 $979,000
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $1,512 - $2,042	18 Added 0.18%	10,190 $958,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $803,893 - $1.44 Million	10,172 New	10,172 $916,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Auxano Advisors, LLC Jpmorgan Chase & CO Transaction History