Crewe Advisors LLC Jpmorgan Chase & CO Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$180.08 - $204.79 $178,099 - $202,537	-989 Reduced 10.99%	8,013 $1.62 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $1.5 Million - $1.8 Million	9,002 New	9,002 $1.8 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $58,763 - $67,047	-461 Reduced 8.26%	5,122 $744,000
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $50,088 - $57,663	-401 Reduced 6.7%	5,583 $727,000
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $164,563 - $222,473	-1,614 Reduced 21.24%	5,984 $802,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $39,449 - $229,463	1,903 Added 33.42%	7,598 $794,000
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $70,831 - $85,487	629 Added 12.42%	5,695 $641,000
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $42,339 - $55,585	330 Added 6.97%	5,066 $691,000
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $199,968 - $223,142	1,299 Added 37.79%	4,736 $750,000
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $39,681 - $45,084	-270 Reduced 7.28%	3,437 $563,000
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $12,821 - $14,480	-87 Reduced 2.29%	3,707 $577,000
Q4 2020 Jan 27, 2021	SELL	$96.54 - $127.07 $7,626 - $10,038	-79 Reduced 2.04%	3,794 $482,000
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $37,333 - $42,462	409 Added 11.81%	3,873 $373,000
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $15,964 - $28,500	-202 Reduced 5.51%	3,464 $312,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $559 - $697	5 Added 0.14%	3,666 $511,000
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $20,121 - $23,084	-192 Reduced 4.98%	3,661 $431,000
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $7,324 - $8,128	70 Added 1.85%	3,853 $431,000
Q1 2019 May 10, 2019	SELL	$97.11 - $107.19 $27,287 - $30,120	-281 Reduced 6.91%	3,783 $383,000
Q4 2018 Feb 05, 2019	BUY	$92.14 - $115.32 $13,821 - $17,298	150 Added 3.83%	4,064 $397,000
Q2 2018 Aug 07, 2018	SELL	$103.24 - $114.29 $11,872 - $13,143	-115 Reduced 2.85%	3,914 $408,000
Q4 2017 Feb 09, 2018	BUY	$95.86 - $107.83 $386,219 - $434,447	4,029	4,029 $431,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $732B
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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account