A detailed history of Evanson Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evanson Asset Management, LLC holds 7,096 shares of JPM stock, worth $1.48 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,096
Previous 7,096 -0.0%
Holding current value
$1.48 Million
Previous $1.21 Million 17.73%
% of portfolio
0.11%
Previous 0.1%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $258,218 - $324,080
-1,903 Reduced 21.15%
7,096 $1.21 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $21,338 - $23,542
-149 Reduced 1.63%
8,999 $1.31 Million
Q2 2023

Jul 10, 2023

SELL
$127.47 - $145.44 $105,290 - $120,133
-826 Reduced 8.28%
9,148 $1.33 Million
Q1 2023

Apr 12, 2023

BUY
$124.91 - $143.8 $1,374 - $1,581
11 Added 0.11%
9,974 $1.3 Million
Q4 2022

Jan 25, 2023

SELL
$101.96 - $137.84 $3,874 - $5,237
-38 Reduced 0.38%
9,963 $0
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $298,640 - $403,733
-2,929 Reduced 22.65%
10,001 $0
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $103,691 - $603,141
5,002 Added 63.09%
12,930 $1.35 Million
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $262,719 - $317,078
-2,333 Reduced 22.74%
7,928 $893,000
Q1 2022

Apr 11, 2022

BUY
$128.3 - $168.44 $19,373 - $25,434
151 Added 1.49%
10,261 $1.4 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $145,627 - $162,503
-946 Reduced 8.56%
10,110 $1.6 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $19,693 - $22,375
134 Added 1.23%
11,056 $1.7 Million
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $6,779 - $7,656
46 Added 0.42%
10,922 $1.7 Million
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $14,701 - $18,445
117 Added 1.09%
10,876 $1.66 Million
Q4 2020

Jan 22, 2021

BUY
$96.54 - $127.07 $91,906 - $120,970
952 Added 9.71%
10,759 $1.37 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $85,985 - $97,798
942 Added 10.63%
9,807 $944,000
Q2 2020

Jul 13, 2020

SELL
$84.03 - $113.45 $18,486 - $24,959
-220 Reduced 2.42%
8,865 $834,000
Q1 2020

Apr 24, 2020

BUY
$79.03 - $141.09 $111,669 - $199,360
1,413 Added 18.42%
9,085 $818,000
Q4 2019

Jan 13, 2020

SELL
$111.82 - $139.4 $11,182 - $13,940
-100 Reduced 1.29%
7,672 $1.07 Million
Q3 2019

Oct 11, 2019

BUY
$104.8 - $120.23 $7,336 - $8,416
70 Added 0.91%
7,772 $915,000
Q2 2019

Jul 11, 2019

SELL
$104.64 - $116.12 $35,996 - $39,945
-344 Reduced 4.28%
7,702 $861,000
Q1 2019

Apr 09, 2019

BUY
$97.11 - $107.19 $33,405 - $36,873
344 Added 4.47%
8,046 $814,000
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $59,706 - $74,727
648 Added 9.19%
7,702 $752,000
Q3 2018

Oct 10, 2018

SELL
$103.61 - $118.63 $310 - $355
-3 Reduced 0.04%
7,054 $796,000
Q2 2018

Jul 11, 2018

BUY
$103.24 - $114.29 $1,032 - $1,142
10 Added 0.14%
7,057 $735,000
Q1 2018

Apr 05, 2018

SELL
$107.01 - $118.77 $40,770 - $45,251
-381 Reduced 5.13%
7,047 $775,000
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $139,284 - $156,676
1,453 Added 24.32%
7,428 $794,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $528,309 - $570,672
5,975
5,975 $571,000

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 $612B
  • 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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