Crewe Advisors LLC Jpmorgan Chase & CO Transaction History

Crewe Advisors LLC

$888 Million
Q2 2024

A detailed history of Crewe Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Crewe Advisors LLC holds 8,013 shares of JPM stock, worth $1.66 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,013

Previous 9,002 10.99%

Holding current value

$1.66 Million

Previous $1.8 Million 10.15%

% of portfolio

0.18%

Previous 0.21%

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

4,535

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 $608B
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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Crewe Advisors LLC Jpmorgan Chase & CO Transaction History