A detailed history of Financial Architects, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Architects, Inc holds 16,842 shares of JPM stock, worth $4 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
16,842
Previous 17,143 1.76%
Holding current value
$4 Million
Previous $2.23 Million 9.67%
% of portfolio
0.37%
Previous 0.36%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$127.47 - $145.44 $38,368 - $43,777
-301 Reduced 1.76%
16,842 $2.45 Million
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $495,767 - $570,742
-3,969 Reduced 18.8%
17,143 $2.23 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $12,031 - $16,265
118 Added 0.56%
21,112 $2.83 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $435,205 - $2.53 Million
20,994 New
20,994 $2.19 Million
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $1.94 Million - $2.34 Million
-17,221 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $83,138 - $109,149
648 Added 3.91%
17,221 $2.35 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $40,794 - $45,521
265 Added 1.62%
16,573 $2.62 Million
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $166,223 - $188,854
-1,131 Reduced 6.49%
16,308 $2.67 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $236,381 - $266,969
1,604 Added 10.13%
17,439 $2.71 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $4,523 - $5,675
-36 Reduced 0.23%
15,835 $2.41 Million
Q4 2020

Feb 17, 2021

SELL
$96.54 - $127.07 $24,231 - $31,894
-251 Reduced 1.56%
15,871 $2.02 Million
Q3 2020

Nov 09, 2020

SELL
$91.28 - $103.82 $144,770 - $164,658
-1,586 Reduced 8.96%
16,122 $1.55 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $196,462 - $265,246
2,338 Added 15.21%
17,708 $1.67 Million
Q1 2020

May 07, 2020

BUY
$79.03 - $141.09 $84,878 - $151,530
1,074 Added 7.51%
15,370 $1.38 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $32,875 - $40,983
-294 Reduced 2.02%
14,296 $1.99 Million
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $6.03 Million - $6.92 Million
-57,556 Reduced 79.78%
14,590 $1.72 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $9 Million - $9.99 Million
-85,989 Reduced 54.38%
72,146 $8.07 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $15.1 Million - $16.7 Million
155,524 Added 5956.49%
158,135 $16 Million
Q1 2019

May 03, 2019

SELL
$97.11 - $107.19 $15.1 Million - $16.6 Million
-155,274 Reduced 98.35%
2,611 $264,000
Q4 2018

Feb 01, 2019

BUY
$92.14 - $115.32 $51,321 - $64,233
557 Added 0.35%
157,885 $15.4 Million
Q3 2018

Oct 29, 2018

BUY
$103.61 - $118.63 $33,362 - $38,198
322 Added 0.21%
157,328 $17.8 Million
Q2 2018

Aug 03, 2018

SELL
$103.24 - $114.29 $131,011 - $145,034
-1,269 Reduced 0.8%
157,006 $16.4 Million
Q1 2018

Apr 23, 2018

SELL
$107.01 - $118.77 $232,853 - $258,443
-2,176 Reduced 1.36%
158,275 $17.4 Million
Q4 2017

Feb 12, 2018

SELL
$95.86 - $107.83 $238,978 - $268,820
-2,493 Reduced 1.53%
160,451 $17.2 Million
Q3 2017

Nov 01, 2017

BUY
$88.42 - $95.51 $14.2 Million - $15.3 Million
160,283 Added 6023.41%
162,944 $15.6 Million
Q3 2017

Oct 23, 2017

BUY
$88.42 - $95.51 $235,285 - $254,152
2,661
2,661 $254,000

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 $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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