A detailed history of Financial Advisory Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 21,517 shares of JPM stock, worth $5.11 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
21,517
Previous 21,011 2.41%
Holding current value
$5.11 Million
Previous $4.25 Billion 6.76%
% of portfolio
1.51%
Previous 1.59%

Shares

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

Oct 09, 2024

BUY
$194.9 - $224.8 $98,619 - $113,748
506 Added 2.41%
21,517 $4.54 Billion
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $96,702 - $109,972
-537 Reduced 2.49%
21,011 $4.25 Billion
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $596,177 - $714,670
-3,568 Reduced 14.21%
21,548 $4.32 Billion
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $39,485 - $49,557
-291 Reduced 1.15%
25,116 $4.27 Billion
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $2,004 - $2,212
-14 Reduced 0.06%
25,407 $3.68 Billion
Q2 2023

Oct 04, 2023

BUY
$127.47 - $145.44 $126,705 - $144,567
994 Added 4.07%
25,421 $3.7 Billion
Q1 2023

Oct 04, 2023

SELL
$124.91 - $143.8 $64,328 - $74,057
-515 Reduced 2.06%
24,427 $3.18 Billion
Q4 2022

Oct 04, 2023

SELL
$101.96 - $137.84 $774,284 - $1.05 Million
-7,594 Reduced 23.34%
24,942 $3.34 Billion
Q3 2022

Oct 04, 2023

BUY
$20.73 - $120.58 $6,571 - $38,223
317 Added 0.98%
32,536 $3.4 Billion
Q2 2022

Oct 04, 2023

BUY
$112.61 - $135.91 $693,902 - $837,477
6,162 Added 23.65%
32,219 $3.63 Billion
Q1 2022

Oct 04, 2023

BUY
$128.3 - $168.44 $54,655 - $71,755
426 Added 1.66%
26,057 $3.55 Billion
Q4 2021

Oct 04, 2023

BUY
$153.94 - $171.78 $3.95 Million - $4.4 Million
25,631 New
25,631 $4.06 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 $697B
  • 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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