A detailed history of Aviance Capital Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 83,490 shares of JPM stock, worth $20.9 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
83,490
Previous 84,114 0.74%
Holding current value
$20.9 Million
Previous $17 Million 3.44%
% of portfolio
2.4%
Previous 2.5%

Shares

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

Nov 07, 2024

SELL
$194.9 - $224.8 $121,617 - $140,275
-624 Reduced 0.74%
83,490 $17.6 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $170,895 - $194,345
949 Added 1.14%
84,114 $17 Million
Q1 2024

Apr 17, 2024

BUY
$167.09 - $200.3 $5.72 Million - $6.86 Million
34,254 Added 70.03%
83,165 $16.7 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $212,219 - $266,349
-1,564 Reduced 3.1%
48,911 $8.32 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $207,224 - $228,626
-1,447 Reduced 2.79%
50,475 $7.32 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $60,420 - $68,938
474 Added 0.92%
51,922 $7.55 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $155,138 - $178,599
1,242 Added 2.47%
51,448 $6.7 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $87,583 - $118,404
859 Added 1.74%
50,206 $6.73 Million
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $17,288 - $100,563
-834 Reduced 1.66%
49,347 $5.16 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $212,269 - $256,190
1,885 Added 3.9%
50,181 $5.65 Million
Q1 2022

May 06, 2022

BUY
$128.3 - $168.44 $144,465 - $189,663
1,126 Added 2.39%
48,296 $6.58 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $94,673 - $105,644
615 Added 1.32%
47,170 $7.47 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $142,707 - $162,137
971 Added 2.13%
46,555 $7.62 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $249,792 - $282,115
1,695 Added 3.86%
45,584 $7.09 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $101,902 - $127,854
-811 Reduced 1.81%
43,889 $6.68 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $159,387 - $209,792
1,651 Added 3.84%
44,700 $5.68 Million
Q3 2020

Nov 03, 2020

SELL
$91.28 - $103.82 $149,881 - $170,472
-1,642 Reduced 3.67%
43,049 $4.14 Million
Q2 2020

Jul 24, 2020

BUY
$84.03 - $113.45 $434,098 - $586,082
5,166 Added 13.07%
44,691 $4.2 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $8,219 - $14,673
104 Added 0.26%
39,525 $3.56 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $35,335 - $44,050
316 Added 0.81%
39,421 $5.5 Million
Q3 2019

Nov 07, 2019

BUY
$104.8 - $120.23 $333,892 - $383,052
3,186 Added 8.87%
39,105 $4.6 Million
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $64,772 - $71,878
619 Added 1.75%
35,919 $4.02 Million
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $215,001 - $237,318
2,214 Added 6.69%
35,300 $3.57 Million
Q4 2018

Feb 11, 2019

SELL
$92.14 - $115.32 $305,812 - $382,747
-3,319 Reduced 9.12%
33,086 $3.23 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $170,956 - $195,739
-1,650 Reduced 4.34%
36,405 $4.11 Million
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $336,975 - $373,042
-3,264 Reduced 7.9%
38,055 $2.97 Million
Q1 2018

May 03, 2018

BUY
$107.01 - $118.77 $34,564 - $38,362
323 Added 0.79%
41,319 $4.54 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $29,141 - $32,780
304 Added 0.75%
40,996 $4.38 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $3.6 Million - $3.89 Million
40,692
40,692 $3.89 Million

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 $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 ...
More about JPM
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