Centerpoint Advisors, LLC Jpmorgan Chase & CO Transaction History

Centerpoint Advisors, LLC

$278 Million
Q2 2024

A detailed history of Centerpoint Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 6,581 shares of JPM stock, worth $1.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

6,581

Previous 6,618 0.56%

Holding current value

$1.4 Million

Previous $1.33 Million 0.45%

% of portfolio

0.48%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $6,662 - $7,577	-37 Reduced 0.56%	6,581 $1.33 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $67,337 - $80,720	403 Added 6.48%	6,618 $1.33 Million
Q4 2023 Jan 16, 2024	BUY	$135.69 - $170.3 $29,173 - $36,614	215 Added 3.58%	6,215 $1.06 Million
Q3 2023 Nov 01, 2023	BUY	$143.21 - $158.0 $143 - $158	1 Added 0.02%	6,000 $870,000
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $1,657 - $1,890	-13 Reduced 0.22%	5,999 $872,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $15,363 - $17,687	123 Added 2.09%	6,012 $783,000
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $19,168 - $25,913	188 Added 3.3%	5,889 $790,000
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $14,925 - $86,817	720 Added 14.45%	5,701 $596,000
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $2,252 - $2,718	20 Added 0.4%	4,981 $561,000
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $5,901 - $7,748	-46 Reduced 0.92%	4,961 $676,000
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $182,111 - $203,215	1,183 Added 30.94%	5,007 $793,000
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $5,878 - $6,679	40 Added 1.06%	3,824 $626,000
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $399,814 - $451,551	2,713 Added 253.31%	3,784 $589,000
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $1,551 - $1,764	-17 Reduced 1.56%	1,071 $103,000
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $4,621 - $6,239	55 Added 5.32%	1,088 $102,000
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $12,644 - $22,574	160 Added 18.33%	1,033 $93,000
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $5,162 - $5,714	50 Added 6.08%	873 $91,000
Q4 2017 Mar 14, 2018	BUY	$95.86 - $107.83 $78,892 - $88,744	823	823 $88,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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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Centerpoint Advisors, LLC Jpmorgan Chase & CO Transaction History