A detailed history of Compass Ion Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,092 shares of JPM stock, worth $772,350. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,092
Previous 3,085 0.23%
Holding current value
$772,350
Previous $623,000 4.49%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $1,364 - $1,573
7 Added 0.23%
3,092 $651,000
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $106,937 - $128,192
-640 Reduced 17.18%
3,085 $617,000
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $11,126 - $13,964
-82 Reduced 2.15%
3,725 $633,000
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $545,200 - $601,506
3,807 New
3,807 $552,000
Q1 2020

Apr 09, 2020

SELL
$79.03 - $141.09 $135,773 - $242,392
-1,718 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$111.82 - $139.4 $192,106 - $239,489
1,718 New
1,718 $239,000

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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