Emerald Advisors, LLC Jpmorgan Chase & CO Transaction History

Emerald Advisors, LLC

$561 Million
Q1 2024

A detailed history of Emerald Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Emerald Advisors, LLC holds 3,612 shares of JPM stock, worth $741,074. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,612

Previous 3,162 14.23%

Holding current value

$741,074

Previous $537,000 34.64%

% of portfolio

0.13%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $75,190 - $90,135	450 Added 14.23%	3,612 $723,000
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $7,055 - $8,855	52 Added 1.67%	3,162 $537,000
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $716 - $790	5 Added 0.16%	3,110 $451,000
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $13,129 - $14,980	103 Added 3.43%	3,105 $451,000
Q1 2023 Apr 07, 2023	SELL	$124.91 - $143.8 $13,740 - $15,818	-110 Reduced 3.53%	3,002 $391,000

Q4 2022 Jan 20, 2023	SELL	$101.96 - $137.84 $57,403 - $77,603	-563 Reduced 15.32%	3,112 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $414 - $2,411	20 Added 0.55%	3,675 $384,000
Q2 2022 Aug 01, 2022	SELL	$112.61 - $135.91 $47,296 - $57,082	-420 Reduced 10.31%	3,655 $412,000
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $13,599 - $17,854	106 Added 2.67%	4,075 $556,000
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $20,627 - $23,018	-134 Reduced 3.27%	3,969 $629,000
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $18,812 - $21,373	128 Added 3.22%	4,103 $672,000
Q2 2021 Aug 02, 2021	SELL	$147.37 - $166.44 $293,266 - $331,215	-1,990 Reduced 33.36%	3,975 $618,000
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $7,915 - $9,931	63 Added 1.07%	5,965 $908,000
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $68,446 - $90,092	709 Added 13.65%	5,902 $750,000
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $11,683 - $13,288	128 Added 2.53%	5,193 $500,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $76,971 - $103,920	-916 Reduced 15.32%	5,065 $476,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $205,478 - $366,834	2,600 Added 76.9%	5,981 $554,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $378,063 - $471,311	3,381 New	3,381 $446,000

Others Institutions Holding JPM

# of Institutions

4,426

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $602B
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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Emerald Advisors, LLC Jpmorgan Chase & CO Transaction History