Fiducient Advisors LLC Jpmorgan Chase & CO Transaction History

Fiducient Advisors LLC

$864 Million
Q3 2024

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 $840,252. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,511

Previous 4,570 23.17%

Holding current value

$840,252

Previous $924,000 19.91%

% of portfolio

0.09%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $702B
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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Fiducient Advisors LLC Jpmorgan Chase & CO Transaction History