A detailed history of Benchmark Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 6,970 shares of JPM stock, worth $1.44 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
6,970
Previous 5,853 19.08%
Holding current value
$1.44 Million
Previous $1.17 Million 20.22%
% of portfolio
1.02%
Previous 0.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $201,149 - $228,750
1,117 Added 19.08%
6,970 $1.41 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $162,244 - $194,491
971 Added 19.89%
5,853 $1.17 Million
Q4 2023

May 15, 2024

BUY
$135.69 - $170.3 $71,508 - $89,748
527 Added 12.1%
4,882 $830,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $45,727 - $57,391
-337 Reduced 7.18%
4,355 $740,000
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $13,318 - $14,694
93 Added 2.02%
4,692 $680,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $1,274 - $1,454
10 Added 0.22%
4,599 $668,000
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $403,209 - $464,186
-3,228 Reduced 41.29%
4,589 $597,000
Q4 2022

Feb 21, 2023

SELL
$101.96 - $137.84 $30,078 - $40,662
-295 Reduced 3.64%
7,817 $1.05 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $7,421 - $43,167
-358 Reduced 4.23%
8,112 $848,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $154,500 - $186,468
-1,372 Reduced 13.94%
8,470 $954,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $137,152 - $180,062
1,069 Added 12.19%
9,842 $1.34 Million
Q4 2021

Feb 16, 2022

BUY
$153.94 - $171.78 $1.35 Million - $1.51 Million
8,773 New
8,773 $1.39 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 $608B
  • 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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