A detailed history of Colton Groome Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 5,748 shares of JPM stock, worth $1.44 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,748
Previous 5,970 3.72%
Holding current value
$1.44 Million
Previous $1.21 Million 0.33%
% of portfolio
0.45%
Previous 0.48%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $43,267 - $49,905
-222 Reduced 3.72%
5,748 $1.21 Million
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $21,249 - $24,165
-118 Reduced 1.94%
5,970 $1.21 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $85,215 - $102,153
-510 Reduced 7.73%
6,088 $1.22 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $131,619 - $165,191
970 Added 17.24%
6,598 $1.12 Million
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $180,014 - $198,606
-1,257 Reduced 18.26%
5,628 $816,000
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $279,796 - $319,240
2,195 Added 46.8%
6,885 $1 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $585,827 - $674,422
4,690 New
4,690 $611,000
Q1 2022

Apr 18, 2022

SELL
$128.3 - $168.44 $1.28 Million - $1.69 Million
-10,005 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $19,242 - $21,472
125 Added 1.27%
10,005 $1.58 Million
Q3 2021

Oct 18, 2021

SELL
$146.97 - $166.98 $6,613 - $7,514
-45 Reduced 0.45%
9,880 $1.62 Million
Q2 2021

Jul 21, 2021

BUY
$147.37 - $166.44 $1.46 Million - $1.65 Million
9,925 New
9,925 $1.54 Million

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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