A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 5,826 shares of JPM stock, worth $1.43 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
5,826
Previous 5,906 1.35%
Holding current value
$1.43 Million
Previous $1.19 Million 2.85%
% of portfolio
0.98%
Previous 1.03%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $15,592 - $17,984
-80 Reduced 1.35%
5,826 $1.23 Million
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $31,914 - $38,257
191 Added 3.34%
5,906 $1.18 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $3,392 - $4,257
-25 Reduced 0.44%
5,715 $972,000
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $1,402 - $1,599
-11 Reduced 0.19%
5,740 $834,000
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $4,996 - $5,752
-40 Reduced 0.69%
5,751 $749,000
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $6,117 - $8,270
60 Added 1.05%
5,791 $777,000
Q3 2022

Nov 02, 2022

SELL
$20.73 - $120.58 $207 - $1,205
-10 Reduced 0.17%
5,731 $599,000
Q2 2022

Aug 05, 2022

SELL
$112.61 - $135.91 $1,351 - $1,630
-12 Reduced 0.21%
5,741 $646,000
Q1 2022

Apr 27, 2022

SELL
$128.3 - $168.44 $1,667 - $2,189
-13 Reduced 0.23%
5,753 $784,000
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $887,618 - $990,483
5,766 New
5,766 $913,000

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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