Axiom Financial Strategies, LLC Jpmorgan Chase & CO Transaction History

Axiom Financial Strategies, LLC

$154 Million
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $12,698 - $15,222	-76 Reduced 3.62%	2,024 $405,000
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $10,176 - $12,772	75 Added 3.7%	2,100 $357,000
Q3 2023 Oct 16, 2023	SELL	$143.21 - $158.0 $429 - $474	-3 Reduced 0.15%	2,025 $293,000
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $15,041 - $17,161	-118 Reduced 5.5%	2,028 $294,000
Q1 2023 May 18, 2023	SELL	$124.91 - $143.8 $1,748 - $2,013	-14 Reduced 0.65%	2,146 $279,000
Q4 2022 May 18, 2023	SELL	$101.96 - $137.84 $1.2 Million - $1.63 Million	-11,807 Reduced 84.53%	2,160 $289,000
Q3 2022 Oct 17, 2022	SELL	$20.73 - $120.58 $435 - $2,532	-21 Reduced 0.15%	13,967 $1.46 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $1,351 - $1,630	12 Added 0.09%	13,988 $1.58 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $11,931 - $15,664	-93 Reduced 0.66%	13,976 $1.66 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $17,087 - $19,067	111 Added 0.8%	14,069 $2.23 Million
Q3 2021 Nov 03, 2021	SELL	$146.97 - $166.98 $45,413 - $51,596	-309 Reduced 2.17%	13,958 $2.29 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $866,093 - $978,167	5,877 Added 70.05%	14,267 $2.22 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $6,785 - $8,513	54 Added 0.65%	8,390 $1.28 Million
Q4 2020 Jun 15, 2022	SELL	$96.54 - $127.07 $7,337 - $9,657	-76 Reduced 0.9%	8,336 $803,000
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $7,337 - $9,657	76 Added 0.91%	8,412 $1.07 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $17,708 - $20,141	194 Added 2.38%	8,336 $803,000
Q2 2020 Nov 23, 2020	BUY	$84.03 - $113.45 $40,754 - $55,023	485 Added 6.33%	8,142 $766,000
Q1 2020 Nov 23, 2020	BUY	$79.03 - $141.09 $605,132 - $1.08 Million	7,657 New	7,657 $689,000

Others Institutions Holding JPM

# of Institutions

4,539

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $602B
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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