Financial Advisory Service, Inc. Jpmorgan Chase & CO Transaction History

Financial Advisory Service, Inc.

$1.18 Billion
Q3 2024

A detailed history of Financial Advisory Service, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 34,863 shares of JPM stock, worth $8.67 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

34,863

Previous 33,249 4.85%

Holding current value

$8.67 Million

Previous $6.72 Million 9.28%

% of portfolio

0.62%

Previous 0.61%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.9 - $224.8 $314,568 - $362,827	1,614 Added 4.85%	34,863 $7.35 Million
Q2 2024 Jul 29, 2024	BUY	$180.08 - $204.79 $176,118 - $200,284	978 Added 3.03%	33,249 $6.72 Million
Q1 2024 Apr 29, 2024	BUY	$167.09 - $200.3 $93,904 - $112,568	562 Added 1.77%	32,271 $6.46 Million
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $505,309 - $634,197	3,724 Added 13.31%	31,709 $5.39 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $210,805 - $232,576	1,472 Added 5.55%	27,985 $4.06 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $265,137 - $302,515	2,080 Added 8.51%	26,513 $3.86 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $21,359 - $24,589	-171 Reduced 0.7%	24,433 $3.18 Million
Q4 2022 Feb 01, 2023	BUY	$101.96 - $137.84 $220,131 - $297,596	2,159 Added 9.62%	24,604 $3.3 Million
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $63,806 - $371,145	3,078 Added 15.89%	22,445 $2.35 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $265,196 - $320,068	2,355 Added 13.84%	19,367 $2.18 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $300,093 - $393,981	2,339 Added 15.94%	17,012 $2.32 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $339,591 - $378,946	2,206 Added 17.69%	14,673 $2.32 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $233,976 - $265,832	1,592 Added 14.64%	12,467 $2.04 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $188,338 - $212,710	1,278 Added 13.32%	10,875 $1.69 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $63,830 - $80,086	508 Added 5.59%	9,597 $1.46 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $18,342 - $24,143	-190 Reduced 2.05%	9,089 $1.16 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $50,934 - $57,931	558 Added 6.4%	9,279 $893,000
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $93,105 - $125,702	1,108 Added 14.55%	8,721 $820,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $68,123 - $121,619	862 Added 12.77%	7,613 $685,000
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $12,300 - $15,334	110 Added 1.66%	6,751 $941,000
Q3 2019 Nov 06, 2019	BUY	$104.8 - $120.23 $173,653 - $199,221	1,657 Added 33.25%	6,641 $782,000
Q2 2019 Jul 25, 2019	BUY	$104.64 - $116.12 $82,770 - $91,850	791 Added 18.86%	4,984 $557,000
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $165,087 - $182,223	-1,700 Reduced 28.85%	4,193 $424,000
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $921 - $1,153	10 Added 0.17%	5,893 $575,000
Q3 2018 Nov 05, 2018	BUY	$103.61 - $118.63 $16,163 - $18,506	156 Added 2.72%	5,883 $664,000
Q2 2018 Jul 26, 2018	BUY	$103.24 - $114.29 $619 - $685	6 Added 0.1%	5,727 $597,000
Q1 2018 May 02, 2018	BUY	$107.01 - $118.77 $57,143 - $63,423	534 Added 10.29%	5,721 $629,000
Q4 2017 Jan 29, 2018	BUY	$95.86 - $107.83 $479 - $539	5 Added 0.1%	5,187 $555,000
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $458,192 - $494,932	5,182	5,182 $495,000

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Account

Financial Advisory Service, Inc. Jpmorgan Chase & CO Transaction History