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 $2.6 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

10,710

Previous 10,962 2.3%

Holding current value

$2.6 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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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

Portfolio Update

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

News

Stay updated on Carson Advisory Inc. with notifications on news.

Account

Carson Advisory Inc. Jpmorgan Chase & CO Transaction History