A detailed history of Avestar Capital, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avestar Capital, LLC holds 7,200 shares of JPM stock, worth $1.72 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,200
Previous 24,156 70.19%
Holding current value
$1.72 Million
Previous $4.89 Million 68.95%
% of portfolio
0.16%
Previous 0.51%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.9 - $224.8 $246,548 - $284,372
1,265 Added 5.24%
25,421 $5.36 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $724,461 - $823,870
4,023 Added 19.98%
24,156 $4.89 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $677,215 - $811,815
4,053 Added 25.21%
20,133 $4.03 Million
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $374,233 - $469,687
2,758 Added 20.7%
16,080 $2.74 Million
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $184,884 - $203,978
1,291 Added 10.73%
13,322 $1.93 Million
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $137,285 - $156,638
1,077 Added 9.83%
12,031 $1.75 Million
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $93,307 - $107,418
-747 Reduced 6.38%
10,954 $1.43 Million
Q4 2022

Jan 20, 2023

SELL
$101.96 - $137.84 $30,689 - $41,489
-301 Reduced 2.51%
11,701 $0
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $24,958 - $145,178
1,204 Added 11.15%
12,002 $1.25 Million
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $25,112 - $30,307
-223 Reduced 2.02%
10,798 $1.22 Million
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $80,315 - $105,443
626 Added 6.02%
11,021 $1.5 Million
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $3,232 - $3,607
21 Added 0.2%
10,395 $1.65 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $91,121 - $103,527
620 Added 6.36%
10,374 $1.7 Million
Q2 2021

Aug 03, 2021

SELL
$147.37 - $166.44 $400,551 - $452,383
-2,718 Reduced 21.79%
9,754 $1.52 Million
Q1 2021

May 03, 2021

SELL
$125.65 - $157.65 $72,374 - $90,806
-576 Reduced 4.41%
12,472 $1.9 Million
Q4 2020

Feb 01, 2021

BUY
$96.54 - $127.07 $201,768 - $265,576
2,090 Added 19.07%
13,048 $1.66 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $166,586 - $189,471
1,825 Added 19.98%
10,958 $1.11 Million
Q2 2020

Jul 29, 2020

BUY
$84.03 - $113.45 $38,653 - $52,187
460 Added 5.3%
9,133 $859,000
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $131,031 - $233,927
-1,658 Reduced 16.05%
8,673 $781,000
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $96,388 - $120,162
-862 Reduced 7.7%
10,331 $1.44 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $741,984 - $851,228
7,080 Added 172.14%
11,193 $1.32 Million
Q2 2019

Aug 06, 2019

SELL
$104.64 - $116.12 $6,069 - $6,734
-58 Reduced 1.39%
4,113 $438,000
Q1 2019

May 09, 2019

SELL
$97.11 - $107.19 $30,006 - $33,121
-309 Reduced 6.9%
4,171 $396,000
Q4 2018

Jan 25, 2019

SELL
$92.14 - $115.32 $27,457 - $34,365
-298 Reduced 6.24%
4,480 $414,000
Q3 2018

Oct 23, 2018

BUY
$103.61 - $118.63 $45,277 - $51,841
437 Added 10.07%
4,778 $515,000
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $22,196 - $24,572
215 Added 5.21%
4,341 $430,000
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $30,711 - $34,086
287 Added 7.48%
4,126 $429,000
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $368,006 - $413,959
3,839
3,839 $389,000

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 $699B
  • 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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