Certified Advisory Corp Jpmorgan Chase & CO Transaction History

Certified Advisory Corp

$778 Million
Q2 2024

A detailed history of Certified Advisory Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Certified Advisory Corp holds 22,778 shares of JPM stock, worth $4.81 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

22,778

Previous 22,517 1.16%

Holding current value

$4.81 Million

Previous $4.51 Million 2.15%

% of portfolio

0.59%

Previous 0.65%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $47,000 - $53,450	261 Added 1.16%	22,778 $4.61 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $32,582 - $39,058	-195 Reduced 0.86%	22,517 $4.51 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $4.38 Million - $5.5 Million	-32,313 Reduced 58.72%	22,712 $3.86 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $4.76 Million - $5.25 Million	33,257 Added 152.78%	55,025 $7.98 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $195,411 - $222,959	1,533 Added 7.58%	21,768 $3.17 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $5,870 - $6,758	47 Added 0.23%	20,235 $2.64 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $9,788 - $13,232	-96 Reduced 0.47%	20,188 $2.71 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $11,878 - $69,092	573 Added 2.91%	20,284 $2.12 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $12,724 - $15,357	113 Added 0.58%	19,711 $2.22 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $140,103 - $183,936	1,092 Added 5.9%	19,598 $2.67 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $27,709 - $30,920	180 Added 0.98%	18,506 $2.93 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $14,256 - $16,197	-97 Reduced 0.53%	18,326 $3 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $134,548 - $151,959	913 Added 5.21%	18,423 $2.87 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $4,146 - $5,202	33 Added 0.19%	17,510 $2.67 Million
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $247,720 - $334,450	2,948 Added 20.29%	17,477 $1.64 Million
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $178,133 - $318,016	2,254 Added 18.36%	14,529 $1.31 Million
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $119,311 - $148,739	1,067 Added 9.52%	12,275 $1.71 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $45,378 - $52,059	-433 Reduced 3.72%	11,208 $1.32 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $1,778 - $1,974	17 Added 0.15%	11,641 $1.3 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $99,052 - $109,333	1,020 Added 9.62%	11,624 $1.18 Million
Q4 2018 Feb 04, 2019	SELL	$92.14 - $115.32 $104,486 - $130,772	-1,134 Reduced 9.66%	10,604 $1.04 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $2,175 - $2,491	21 Added 0.18%	11,738 $1.32 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $22,093 - $24,458	-214 Reduced 1.79%	11,717 $1.22 Million
Q1 2018 Apr 30, 2018	BUY	$107.01 - $118.77 $1.02 Million - $1.13 Million	9,495 Added 389.78%	11,931 $1.31 Million
Q4 2017 Feb 22, 2018	BUY	$95.86 - $107.83 $233,514 - $262,673	2,436	2,436 $259,000

Others Institutions Holding JPM

# of Institutions

4,538

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 $620B
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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Certified Advisory Corp Jpmorgan Chase & CO Transaction History