A detailed history of Fiducient Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fiducient Advisors LLC holds 3,511 shares of JPM stock, worth $860,300. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,511
Previous 4,570 23.17%
Holding current value
$860,300
Previous $924,000 19.91%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 25, 2024

SELL
$194.9 - $224.8 $206,399 - $238,063
-1,059 Reduced 23.17%
3,511 $740,000
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $444,617 - $505,626
-2,469 Reduced 35.08%
4,570 $924,000
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $255,480 - $306,258
1,529 Added 27.75%
7,039 $1.41 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $5,020 - $6,301
37 Added 0.68%
5,510 $937,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $783,788 - $864,734
5,473 New
5,473 $793,000
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $13,356 - $18,057
131 Added 6.01%
2,310 $309,000
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $11,194 - $65,113
-540 Reduced 19.86%
2,179 $228,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $45,156 - $54,499
401 Added 17.3%
2,719 $306,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $29,637 - $38,909
231 Added 11.07%
2,318 $316,000
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $947,654 - $1.06 Million
-6,156 Reduced 74.68%
2,087 $330,000
Q3 2021

Nov 03, 2021

SELL
$146.97 - $166.98 $284,680 - $323,440
-1,937 Reduced 19.03%
8,243 $1.35 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $752,618 - $850,009
-5,107 Reduced 33.41%
10,180 $1.58 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $11,434 - $14,346
91 Added 0.6%
15,287 $2.33 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $1.47 Million - $1.93 Million
15,196 New
15,196 $1.93 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 $719B
  • 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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