A detailed history of Fiduciary Alliance LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fiduciary Alliance LLC holds 99,810 shares of JPM stock, worth $20.8 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
99,810
Previous 103,981 4.01%
Holding current value
$20.8 Million
Previous $17.7 Billion 12.26%
% of portfolio
3.5%
Previous 3.48%

Shares

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

Apr 17, 2024

SELL
$167.09 - $200.3 $696,932 - $835,451
-4,171 Reduced 4.01%
99,810 $19.9 Billion
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $27,952 - $35,081
206 Added 0.2%
103,981 $17.7 Billion
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $244,889 - $270,180
1,710 Added 1.68%
103,775 $15 Billion
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $277,884 - $317,059
2,180 Added 2.18%
102,065 $14.8 Billion
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $488,023 - $561,826
3,907 Added 4.07%
99,885 $13 Billion
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $9.79 Million - $13.2 Million
95,978 New
95,978 $12.9 Billion

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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