A detailed history of Buttonwood Financial Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Buttonwood Financial Advisors Inc. holds 5,115 shares of JPM stock, worth $1.28 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,115
Previous 5,238 2.35%
Holding current value
$1.28 Million
Previous $1.06 Million 1.79%
% of portfolio
0.49%
Previous 0.51%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $23,972 - $27,650
-123 Reduced 2.35%
5,115 $1.08 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $107,327 - $122,054
-596 Reduced 10.22%
5,238 $1.06 Million
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $10,359 - $12,418
-62 Reduced 1.05%
5,834 $1.17 Million
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $13,297 - $16,689
-98 Reduced 1.63%
5,896 $1 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $13,175 - $14,536
92 Added 1.56%
5,994 $869,000
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $71,128 - $81,155
558 Added 10.44%
5,902 $858,000
Q1 2023

Apr 10, 2023

BUY
$124.91 - $143.8 $124 - $143
1 Added 0.02%
5,344 $696,000
Q4 2022

Jan 13, 2023

SELL
$101.96 - $137.84 $32,015 - $43,281
-314 Reduced 5.55%
5,343 $0
Q3 2022

Oct 14, 2022

SELL
$20.73 - $120.58 $3,399 - $19,775
-164 Reduced 2.82%
5,657 $619,000
Q2 2022

Jul 07, 2022

BUY
$112.61 - $135.91 $268,124 - $323,601
2,381 Added 69.22%
5,821 $655,000
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $224,781 - $295,106
1,752 Added 103.79%
3,440 $469,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $259,850 - $289,964
1,688 New
1,688 $267,000

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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