A detailed history of Financial Engines Advisors L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 8,302 shares of JPM stock, worth $1.84 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,302
Previous 8,279 0.28%
Holding current value
$1.84 Million
Previous $1.66 Million 1.27%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $4,141 - $4,710
23 Added 0.28%
8,302 $1.68 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $471,026 - $564,645
2,819 Added 51.63%
8,279 $1.66 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $51,290 - $64,373
-378 Reduced 6.47%
5,460 $928,000
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $424,760 - $468,628
2,966 Added 103.27%
5,838 $846,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $41,045 - $46,831
322 Added 12.63%
2,872 $417,000
Q1 2023

May 12, 2023

SELL
$124.91 - $143.8 $441,307 - $508,045
-3,533 Reduced 58.08%
2,550 $332,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $260,405 - $352,043
2,554 Added 72.37%
6,083 $815,000
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $9,017 - $52,452
435 Added 14.06%
3,529 $368,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $23,985 - $28,948
213 Added 7.39%
3,094 $348,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $66,202 - $86,915
516 Added 21.82%
2,881 $393,000
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $253,231 - $282,578
-1,645 Reduced 41.02%
2,365 $374,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $159,462 - $181,173
-1,085 Reduced 21.3%
4,010 $656,000
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $103,306 - $116,674
-701 Reduced 12.09%
5,095 $793,000
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $43,600 - $54,704
-347 Reduced 5.65%
5,796 $882,000
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $84,279 - $110,932
873 Added 16.57%
6,143 $781,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $239,610 - $272,527
2,625 Added 99.24%
5,270 $507,000
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $222,259 - $300,075
2,645 New
2,645 $249,000

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 $650B
  • 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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