A detailed history of Bell Investment Advisors, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 1,651 shares of JPM stock, worth $412,403. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,651
Previous 1,639 0.73%
Holding current value
$412,403
Previous $331,000 4.83%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $2,338 - $2,697
12 Added 0.73%
1,651 $347,000
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $6,843 - $7,782
38 Added 2.37%
1,639 $331,000
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $78,031 - $93,540
-467 Reduced 22.58%
1,601 $320,000
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $128,029 - $141,252
894 Added 76.15%
2,068 $299,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $12,109 - $13,816
95 Added 8.8%
1,174 $170,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $10,242 - $11,791
-82 Reduced 7.06%
1,079 $140,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $37,113 - $50,173
364 Added 45.67%
1,161 $155,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $4,146 - $24,116
-200 Reduced 20.06%
797 $83,000
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $31,418 - $37,918
279 Added 38.86%
997 $112,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $20,474 - $22,846
-133 Reduced 15.63%
718 $114,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $125,071 - $142,099
851 New
851 $139,000

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 $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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