Carson Advisory Inc. Jpmorgan Chase & CO Transaction History

Carson Advisory Inc.

$151 Million
Q3 2024

A detailed history of Carson Advisory Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carson Advisory Inc. holds 10,710 shares of JPM stock, worth $2.35 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

10,710

Previous 10,962 2.3%

Holding current value

$2.35 Million

Previous $2.22 Million 1.8%

% of portfolio

1.49%

Previous 1.62%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$194.9 - $224.8 $49,114 - $56,649	-252 Reduced 2.3%	10,710 $2.26 Million
Q2 2024 Aug 07, 2024	SELL	$180.08 - $204.79 $67,710 - $77,001	-376 Reduced 3.32%	10,962 $2.22 Million
Q1 2024 May 03, 2024	BUY	$167.09 - $200.3 $8,688 - $10,415	52 Added 0.46%	11,338 $2.27 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $11,533 - $14,475	-85 Reduced 0.75%	11,286 $1.92 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $184,740 - $203,820	1,290 Added 12.8%	11,371 $1.65 Million
Q2 2023 Jul 28, 2023	BUY	$127.47 - $145.44 $718,165 - $819,408	5,634 Added 126.69%	10,081 $1.47 Million
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $728,363 - $831,044	-5,714 Reduced 56.23%	4,447 $646,000
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $66,327 - $76,357	-531 Reduced 4.97%	10,161 $1.32 Million
Q4 2022 Feb 08, 2023	SELL	$101.96 - $137.84 $5,301 - $7,167	-52 Reduced 0.48%	10,692 $1.43 Million
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $35,925 - $208,965	1,733 Added 19.23%	10,744 $1.12 Million
Q2 2022 Aug 03, 2022	BUY	$112.61 - $135.91 $100,898 - $121,775	896 Added 11.04%	9,011 $1.02 Million
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $12,316 - $16,170	-96 Reduced 1.17%	8,115 $1.11 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $1.26 Million - $1.41 Million	8,211 New	8,211 $1.3 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $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 ...

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Carson Advisory Inc. Jpmorgan Chase & CO Transaction History