Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

Financial Advisors, LLC

$524 Million
Q3 2024

A detailed history of Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advisors, LLC holds 12,128 shares of JPM stock, worth $2.92 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

12,128

Previous 12,128 -0.0%

Holding current value

$2.92 Million

Previous $2.45 Million 4.2%

% of portfolio

0.49%

Previous 0.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $53,483 - $60,822	297 Added 2.51%	12,128 $2.45 Million
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $52,633 - $63,094	-315 Reduced 2.59%	11,831 $2.37 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $1.11 Million - $1.4 Million	8,196 Added 207.49%	12,146 $2.07 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $15,180 - $16,748	-106 Reduced 2.61%	3,950 $572,000
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $2,039 - $2,756	-20 Reduced 0.49%	4,056 $543,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $22,522 - $27,182	-200 Reduced 4.68%	4,076 $459,000
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $25,660 - $33,688	200 Added 4.91%	4,276 $583,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $17,241 - $19,239	112 Added 2.83%	4,076 $645,000
Q1 2021 Apr 16, 2021	SELL	$125.65 - $157.65 $6,659 - $8,355	-53 Reduced 1.32%	3,964 $603,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $173,482 - $228,344	1,797 Added 80.95%	4,017 $510,000
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $19,899 - $22,632	-218 Reduced 8.94%	2,220 $214,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $204,865 - $276,591	2,438 New	2,438 $229,000
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $168,966 - $301,650	-2,138 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$104.64 - $116.12 $19,986 - $22,178	-191 Reduced 8.2%	2,138 $239,000
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $3,204 - $3,537	-33 Reduced 1.4%	2,329 $236,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $217,634 - $272,385	2,362 New	2,362 $231,000

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

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 $706B
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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Financial Advisors, LLC Jpmorgan Chase & CO Transaction History