A detailed history of Bragg Financial Advisors, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 99,350 shares of JPM stock, worth $21.8 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
99,350
Previous 101,075 1.71%
Holding current value
$21.8 Million
Previous $20.2 Million 0.75%
% of portfolio
0.91%
Previous 0.92%

Shares

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

Aug 15, 2024

SELL
$180.08 - $204.79 $310,638 - $353,262
-1,725 Reduced 1.71%
99,350 $20.1 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $185,135 - $221,932
-1,108 Reduced 1.08%
101,075 $20.2 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $196,479 - $246,594
-1,448 Reduced 1.4%
102,183 $17.4 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $178,296 - $196,710
-1,245 Reduced 1.19%
103,631 $15 Million
Q2 2023

Aug 15, 2023

BUY
$127.47 - $145.44 $181,007 - $206,524
1,420 Added 1.37%
104,876 $15.3 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $95,056 - $109,431
761 Added 0.74%
103,456 $13.5 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $353,699 - $478,166
3,469 Added 3.5%
102,695 $13.8 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $45,129 - $262,502
2,177 Added 2.24%
99,226 $10.4 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $487,376 - $588,218
4,328 Added 4.67%
97,049 $10.9 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $655,228 - $860,223
5,107 Added 5.83%
92,721 $12.6 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $140,650 - $159,799
957 Added 1.1%
87,614 $14.3 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $192,317 - $217,204
1,305 Added 1.53%
86,657 $13.5 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $243,132 - $305,052
1,935 Added 2.32%
85,352 $13 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $220,400 - $290,100
2,283 Added 2.81%
83,417 $10.6 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $140,936 - $160,298
1,544 Added 1.94%
81,134 $7.81 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $312,171 - $421,466
3,715 Added 4.9%
79,590 $7.49 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $709,689 - $1.27 Million
8,980 Added 13.42%
75,875 $6.83 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $128,592 - $160,310
1,150 Added 1.75%
66,895 $9.33 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $189,792 - $217,736
1,811 Added 2.83%
65,745 $7.74 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $91,978 - $102,069
879 Added 1.39%
63,934 $7.15 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $213,642 - $235,818
2,200 Added 3.62%
63,055 $6.38 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $307,010 - $384,246
3,332 Added 5.79%
60,855 $5.94 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $187,326 - $214,483
1,808 Added 3.25%
57,523 $6.49 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $335,530 - $371,442
3,250 Added 6.19%
55,715 $5.81 Million
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $399,896 - $443,843
3,737 Added 7.67%
52,465 $5.77 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $326,307 - $367,053
3,404 Added 7.51%
48,728 $5.21 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $4.01 Million - $4.33 Million
45,324
45,324 $4.33 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 $645B
  • 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
Track This Portfolio

Track Bragg Financial Advisors, Inc Portfolio

Follow Bragg Financial Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.