A detailed history of Davies Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 3,186 shares of JPM stock, worth $756,993. This represents 0.59% of its overall portfolio holdings.

Number of Shares
3,186
Previous 3,240 1.67%
Holding current value
$756,993
Previous $655 Million 2.52%
% of portfolio
0.59%
Previous 0.61%

Shares

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

Oct 09, 2024

SELL
$194.9 - $224.8 $10,524 - $12,139
-54 Reduced 1.67%
3,186 $672 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $68,610 - $78,024
381 Added 13.33%
3,240 $655 Million
Q1 2024

Apr 25, 2024

BUY
$167.09 - $200.3 $477,710 - $572,657
2,859 New
2,859 $573 Million

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 $697B
  • 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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