Financial Engines Advisors L.L.C. Jpmorgan Chase & CO Transaction History

Financial Engines Advisors L.L.C.

$48.7 Billion
Q3 2024

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 8,332 shares of JPM stock, worth $2.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,332

Previous 8,302 0.36%

Holding current value

$2.07 Million

Previous $1.68 Million 4.59%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $5,847 - $6,744	30 Added 0.36%	8,332 $1.76 Million
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

# 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 ...

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Financial Engines Advisors L.L.C. Jpmorgan Chase & CO Transaction History