Delta Financial Advisors LLC Jpmorgan Chase & CO Transaction History

Delta Financial Advisors LLC

$258 Million
Q2 2024

A detailed history of Delta Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Delta Financial Advisors LLC holds 15,473 shares of JPM stock, worth $3.26 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

15,473

Previous 15,281 1.26%

Holding current value

$3.26 Million

Previous $3.06 Million 2.25%

% of portfolio

1.21%

Previous 1.21%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $34,575 - $39,319	192 Added 1.26%	15,473 $3.13 Million
Q1 2024 May 07, 2024	BUY	$167.09 - $200.3 $28,572 - $34,251	171 Added 1.13%	15,281 $3.06 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $25,238 - $31,675	186 Added 1.25%	15,110 $2.57 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $140,775 - $155,314	983 Added 7.05%	14,924 $2.16 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $27,023 - $30,833	212 Added 1.54%	13,941 $2.03 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $8,368 - $9,634	-67 Reduced 0.49%	13,729 $1.79 Million
Q4 2022 Feb 01, 2023	BUY	$101.96 - $137.84 $64,336 - $86,977	631 Added 4.79%	13,796 $1.85 Million
Q3 2022 Oct 27, 2022	BUY	$20.73 - $120.58 $11,567 - $67,283	558 Added 4.43%	13,165 $1.38 Million
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $6,080 - $7,339	54 Added 0.43%	12,607 $1.42 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $29,124 - $38,235	227 Added 1.84%	12,553 $1.71 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $20,935 - $23,362	136 Added 1.12%	12,326 $1.95 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $734 - $834	-5 Reduced 0.04%	12,190 $2 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $38,168 - $43,107	259 Added 2.17%	12,195 $1.9 Million
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $3,392 - $4,256	27 Added 0.23%	11,936 $1.82 Million
Q4 2020 Jan 28, 2021	SELL	$96.54 - $127.07 $14,094 - $18,552	-146 Reduced 1.21%	11,909 $1.51 Million
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $545,398 - $620,324	5,975 Added 98.27%	12,055 $1.16 Million
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $41,846 - $56,498	498 Added 8.92%	6,080 $572,000
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $77,844 - $138,973	985 Added 21.43%	5,582 $503,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $125,760 - $144,276	1,200 Added 35.33%	4,597 $541,000
Q2 2019 Oct 11, 2019	BUY	$104.64 - $116.12 $355,462 - $394,459	3,397 New	3,397 $380,000

Others Institutions Holding JPM

# of Institutions

4,537

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $618B
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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Delta Financial Advisors LLC Jpmorgan Chase & CO Transaction History