Brendel Financial Advisors LLC Jpmorgan Chase & CO Transaction History

Brendel Financial Advisors LLC

$87.4 Million
Q1 2024

A detailed history of Brendel Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 13,448 shares of JPM stock, worth $2.79 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

13,448

Previous 13,448 -0.0%

Holding current value

$2.79 Million

Previous $2.29 Million 17.74%

% of portfolio

3.08%

Previous 1.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $2,306 - $2,895	-17 Reduced 0.13%	13,448 $2.29 Million
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $19,762 - $21,804	-138 Reduced 1.01%	13,465 $1.95 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $33,397 - $38,105	-262 Reduced 1.89%	13,603 $1.98 Million
Q1 2023 Apr 06, 2023	SELL	$124.91 - $143.8 $14,114 - $16,249	-113 Reduced 0.81%	13,865 $1.81 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $15,497 - $20,951	152 Added 1.1%	13,978 $1.87 Million

Q3 2022 Oct 11, 2022	SELL	$20.73 - $120.58 $24,606 - $143,128	-1,187 Reduced 7.91%	13,826 $1.45 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $1,013 - $1,223	9 Added 0.06%	15,013 $1.69 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $7,954 - $10,443	-62 Reduced 0.41%	15,004 $2.05 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $12,161 - $13,570	79 Added 0.53%	15,066 $2.39 Million
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $1,028 - $1,168	7 Added 0.05%	14,987 $2.45 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $1.02 Million - $1.15 Million	-6,925 Reduced 31.61%	14,980 $2.33 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $2,920 - $3,322	-32 Reduced 0.15%	21,905 $2.11 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $2.02 Million - $2.53 Million	21,937 New	21,937 $2.14 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $610B
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 ...

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Brendel Financial Advisors LLC Jpmorgan Chase & CO Transaction History