A detailed history of Evernest Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,462 shares of JPM stock, worth $1.3 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,462
Previous 5,430 0.59%
Holding current value
$1.3 Million
Previous $1.1 Million 4.83%
% of portfolio
0.32%
Previous 0.5%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $6,236 - $7,193
32 Added 0.59%
5,462 $1.15 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $1,440 - $1,638
8 Added 0.15%
5,430 $1.1 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $97,413 - $116,774
583 Added 12.05%
5,422 $1.01 Billion
Q4 2023

May 10, 2024

SELL
$135.69 - $170.3 $82,092 - $103,031
-605 Reduced 11.16%
4,817 $819 Million
Q4 2021

Feb 13, 2024

BUY
$153.94 - $171.78 $744,915 - $831,243
4,839 New
4,839 $847 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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