A detailed history of Curtis Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,500 shares of JPM stock, worth $374,685. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$374,685
Previous $303,000 4.29%
% of portfolio
0.09%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

SELL
$143.21 - $158.0 $17,901 - $19,750
-125 Reduced 7.69%
1,500 $217,000
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $25,481 - $29,335
-204 Reduced 11.15%
1,625 $211,000
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $186,484 - $252,109
1,829 New
1,829 $245,000
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $3,265 - $3,941
29 Added 1.45%
2,029 $228,000
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $2,694 - $3,537
-21 Reduced 1.04%
2,000 $273,000
Q4 2021

Feb 08, 2022

SELL
$153.94 - $171.78 $6,311 - $7,042
-41 Reduced 1.99%
2,021 $320,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $64,372 - $73,137
-438 Reduced 17.52%
2,062 $338,000
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $25,130 - $31,530
-200 Reduced 7.41%
2,500 $381,000
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $301,914 - $376,380
2,700 New
2,700 $376,000

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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