Dana Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History

Dana Investment Advisors, Inc.

$2.99 Billion
Q3 2024

A detailed history of Dana Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 136,859 shares of JPM stock, worth $33.1 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

136,859

Previous 134,082 2.07%

Holding current value

$33.1 Million

Previous $27.1 Million 6.37%

% of portfolio

0.97%

Previous 0.92%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $541,237 - $624,269	2,777 Added 2.07%	136,859 $28.8 Million
Q2 2024 Aug 27, 2024	SELL	$180.08 - $204.79 $206,191 - $234,484	-1,145 Reduced 0.85%	134,082 $27.1 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $2.66 Million - $3.02 Million	14,760 Added 12.25%	135,227 $27.4 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $2.99 Million - $3.58 Million	17,887 Added 17.44%	120,467 $24.1 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $7.03 Million - $8.82 Million	51,810 Added 102.05%	102,580 $17.4 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $1.15 Million - $1.26 Million	8,001 Added 18.71%	50,770 $7.36 Million
Q2 2023 Aug 15, 2023	SELL	$127.47 - $145.44 $166,220 - $189,653	-1,304 Reduced 2.96%	42,769 $6.22 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $416,449 - $479,429	-3,334 Reduced 7.03%	44,073 $5.74 Million
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $263,566 - $356,316	-2,585 Reduced 5.17%	47,407 $6.36 Million
Q3 2022 Nov 15, 2022	SELL	$20.73 - $120.58 $2.03 Million - $11.8 Million	-98,121 Reduced 66.25%	49,992 $5.22 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $209,004 - $252,248	-1,856 Reduced 1.24%	148,113 $16.7 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $8.25 Million - $10.8 Million	-64,313 Reduced 30.01%	149,969 $20.4 Million
Q4 2021 Feb 09, 2022	SELL	$153.94 - $171.78 $1.86 Million - $2.08 Million	-12,091 Reduced 5.34%	214,282 $33.9 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $3.71 Million - $4.21 Million	-25,242 Reduced 10.03%	226,373 $37.1 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $438,131 - $494,826	2,973 Added 1.2%	251,615 $39.1 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $1.79 Million - $2.25 Million	-14,243 Reduced 5.42%	248,642 $37.9 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $243,956 - $321,105	2,527 Added 0.97%	262,885 $33.4 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $1.18 Million - $1.34 Million	-12,915 Reduced 4.73%	260,358 $25.1 Million
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $1.78 Million - $2.41 Million	-21,221 Reduced 7.21%	273,273 $25.7 Million
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $1.85 Million - $3.3 Million	23,400 Added 8.63%	294,494 $26.5 Million
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $2.26 Million - $2.81 Million	-20,184 Reduced 6.93%	271,094 $37.8 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $1.56 Million - $1.79 Million	-14,880 Reduced 4.86%	291,278 $34.3 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $2.52 Million - $2.8 Million	-24,102 Reduced 7.3%	306,158 $34.2 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $1.06 Million - $1.17 Million	-10,937 Reduced 3.21%	330,260 $33.4 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $1.54 Million - $1.92 Million	-16,684 Reduced 4.66%	341,197 $33.3 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $287,103 - $328,723	-2,771 Reduced 0.77%	357,881 $40.4 Million
Q2 2018 Aug 01, 2018	SELL	$103.24 - $114.29 $108,608 - $120,233	-1,052 Reduced 0.29%	360,652 $0
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $1.35 Million - $1.49 Million	-12,575 Reduced 3.36%	361,704 $39.8 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $1.77 Million - $1.99 Million	-18,459 Reduced 4.7%	374,279 $0
Q3 2017 Nov 15, 2017	BUY	$88.42 - $95.51 $34.7 Million - $37.5 Million	392,738	392,738 $37.5 Million

Others Institutions Holding JPM

# of Institutions

4,600

Shares Held

1.96B

Call Options Held

27.1M

Put Options Held

34.1M

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 $709B
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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Dana Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History