A detailed history of Bluesphere Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bluesphere Advisors, LLC holds 5,864 shares of JPM stock, worth $1.3 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
5,864
Previous 5,860 0.07%
Holding current value
$1.3 Million
Previous $1.19 Million 4.3%
% of portfolio
0.63%
Previous 0.61%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $779 - $899
4 Added 0.07%
5,864 $1.24 Million
Q2 2024

Jul 19, 2024

BUY
$180.08 - $204.79 $132,538 - $150,725
736 Added 14.36%
5,860 $1.19 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $258,489 - $324,421
-1,905 Reduced 27.1%
5,124 $871,000
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.03%
7,029 $1.02 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $1,657 - $1,890
13 Added 0.19%
7,027 $1.02 Million
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $648,157 - $746,178
5,189 Added 284.33%
7,014 $913,000
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $186,077 - $251,558
1,825 New
1,825 $0
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $36,485 - $44,034
-324 Reduced 14.25%
1,950 $220,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $1.42 Million - $1.87 Million
-11,097 Reduced 82.99%
2,274 $310,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $228,245 - $299,654
1,779 Added 15.35%
13,371 $2.04 Million
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $35,098 - $39,165
-228 Reduced 1.93%
11,592 $1.84 Million
Q3 2021

Nov 03, 2021

SELL
$146.97 - $166.98 $32,333 - $36,735
-220 Reduced 1.83%
11,820 $1.94 Million
Q2 2021

Aug 11, 2021

SELL
$147.37 - $166.44 $196,149 - $221,531
-1,331 Reduced 9.95%
12,040 $1.87 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $3,141 - $3,941
25 Added 0.19%
13,371 $2.04 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $1.29 Million - $1.7 Million
13,346 New
13,346 $1.7 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 $650B
  • 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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