Financial Insights, Inc. Jpmorgan Chase & CO Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

A detailed history of Financial Insights, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Insights, Inc. holds 6,440 shares of JPM stock, worth $1.61 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

6,440

Previous 11,989 46.28%

Holding current value

$1.61 Million

Previous $2.42 Million 44.02%

% of portfolio

0.45%

Previous 0.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.9 - $224.8 $1.08 Million - $1.25 Million	-5,549 Reduced 46.28%	6,440 $1.36 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $72,572 - $82,530	403 Added 3.48%	11,989 $2.42 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $30,076 - $36,054	180 Added 1.58%	11,586 $2.32 Million
Q4 2023 Jan 24, 2024	BUY	$135.69 - $170.3 $176,261 - $221,219	1,299 Added 12.85%	11,406 $1.94 Million
Q3 2023 Dec 06, 2023	BUY	$143.21 - $158.0 $341,412 - $376,672	2,384 Added 27.35%	11,101 $1.61 Million
Q2 2023 Jan 24, 2024	SELL	$127.47 - $145.44 $126,705 - $144,567	-994 Reduced 8.95%	10,107 $1.47 Million
Q1 2023 Apr 17, 2023	BUY	$124.91 - $143.8 $282,546 - $325,275	2,262 Added 35.04%	8,717 $1.14 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $166,806 - $225,506	1,636 Added 33.95%	6,455 $865,000
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $99,897 - $581,075	4,819 New	4,819 $504,000
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $163,577 - $185,848	-1,113 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $164,022 - $185,247	1,113 New	1,113 $1.73 Million
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $129,925 - $231,951	-1,644 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $183,832 - $229,173	1,644 New	1,644 $229,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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 Insights, Inc. Jpmorgan Chase & CO Transaction History