A detailed history of Financial Advisory Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advisory Group holds 3,091 shares of JPM stock, worth $772,100. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,091
Previous 3,259 5.15%
Holding current value
$772,100
Previous $554,000 11.73%
% of portfolio
0.11%
Previous 0.11%

Shares

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

May 10, 2024

SELL
$167.09 - $200.3 $28,071 - $33,650
-168 Reduced 5.15%
3,091 $619,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $542 - $681
4 Added 0.12%
3,259 $554,000
Q3 2023

Dec 07, 2023

SELL
$143.21 - $158.0 $51,412 - $56,722
-359 Reduced 9.93%
3,255 $472,000
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $11,727 - $13,380
-92 Reduced 2.48%
3,614 $525,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $78,693 - $90,594
630 Added 20.48%
3,706 $482,000
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $85,646 - $115,785
-840 Reduced 21.45%
3,076 $412,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $248 - $1,446
12 Added 0.31%
3,916 $409,000
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $23,535 - $28,405
209 Added 5.66%
3,904 $440,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $18,090 - $23,750
141 Added 3.97%
3,695 $504,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $223,520 - $249,424
1,452 Added 69.08%
3,554 $563,000
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $734 - $834
5 Added 0.24%
2,102 $344,000
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $72,211 - $81,555
490 Added 30.49%
2,097 $326,000
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $60,060 - $75,356
-478 Reduced 22.93%
1,607 $245,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $201,285 - $264,940
2,085 New
2,085 $265,000

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 $733B
  • 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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