A detailed history of Dhjj Financial Advisors, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 1,917 shares of JPM stock, worth $398,026. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,917
Previous 1,926 0.47%
Holding current value
$398,026
Previous $327,000 17.13%
% of portfolio
0.19%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

SELL
$167.09 - $200.3 $1,503 - $1,802
-9 Reduced 0.47%
1,917 $383,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $7,598 - $9,536
56 Added 2.99%
1,926 $327,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $716 - $790
-5 Reduced 0.27%
1,870 $271,000
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $2,294 - $2,617
-18 Reduced 0.95%
1,875 $272,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $249 - $287
-2 Reduced 0.11%
1,893 $246,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $193,214 - $261,206
1,895 New
1,895 $254,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $337 - $407
3 Added 0.16%
1,898 $214,000
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $1,026 - $1,347
-8 Reduced 0.42%
1,895 $256,000
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $461 - $515
3 Added 0.16%
1,903 $301,000
Q3 2021

Nov 01, 2021

SELL
$146.97 - $166.98 $293 - $333
-2 Reduced 0.11%
1,900 $311,000
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $6,484 - $7,323
-44 Reduced 2.26%
1,902 $296,000
Q1 2021

May 05, 2021

BUY
$125.65 - $157.65 $6,156 - $7,724
49 Added 2.58%
1,946 $296,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $183,136 - $241,051
1,897 New
1,897 $241,000

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 $609B
  • 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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