Financial Gravity Asset Management, Inc. Jpmorgan Chase & CO Transaction History

Financial Gravity Asset Management, Inc.

$355 Billion
Q1 2024

A detailed history of Financial Gravity Asset Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 49 shares of JPM stock, worth $10,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 48 2.08%

Holding current value

$10,225

Previous $8.53 Million 6.49%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 26, 2024	BUY	$167.09 - $200.3 $167 - $200	1 Added 2.08%	49 $9.08 Million
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $69,008 - $82,723	-413 Reduced 76.48%	127 $25.6 Million
Q4 2023 Jun 26, 2024	SELL	$135.69 - $170.3 $10,719 - $13,453	-79 Reduced 62.2%	48 $8.53 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $52,701 - $58,144	368 Added 213.95%	540 $78,000
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $5,353 - $6,108	42 Added 32.31%	172 $20.8 Million

Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $499 - $575	-4 Reduced 2.99%	130 $6.25 Million
Q4 2022 Feb 15, 2023	SELL	$101.96 - $137.84 $232,570 - $314,413	-2,281 Reduced 94.45%	134 $11.9 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $8,499 - $49,437	-410 Reduced 14.51%	2,415 $5.17 Million
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $68,692 - $82,905	-610 Reduced 17.76%	2,825 $5.74 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $248,517 - $326,268	-1,937 Reduced 36.06%	3,435 $6.26 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $816,035 - $910,605	5,301 Added 7466.2%	5,372 $10.9 Million
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $884 - $998	-6 Reduced 7.79%	71 $156,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $2,764 - $3,468	22 Added 40.0%	77 $11.7 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $5,309 - $6,988	55 New	55 $6,000
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $21,091 - $28,475	-251 Closed	0 $0
Q1 2020 May 12, 2020	SELL	$79.03 - $141.09 $1,738 - $3,103	-22 Reduced 8.06%	251 $22,000
Q4 2019 Feb 28, 2020	SELL	$111.82 - $139.4 $42,044 - $52,414	-376 Reduced 57.94%	273 $151,000
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $31,125 - $35,708	-297 Reduced 31.4%	649 $76,000
Q2 2019 Jul 26, 2019	BUY	$104.64 - $116.12 $46,564 - $51,673	445 Added 88.82%	946 $106,000
Q1 2019 Apr 19, 2019	SELL	$97.11 - $107.19 $33,891 - $37,409	-349 Reduced 41.06%	501 $52,000
Q3 2018 Oct 31, 2018	SELL	$103.61 - $118.63 $62,476 - $71,533	-603 Reduced 41.5%	850 $90,000
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $6,091 - $6,743	59 Added 4.23%	1,453 $167,000
Q1 2018 May 23, 2018	BUY	$107.01 - $118.77 $149,171 - $165,565	1,394 New	1,394 $150,000

Others Institutions Holding JPM

# of Institutions

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $612B
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 Gravity Asset Management, Inc. Jpmorgan Chase & CO Transaction History