Financial Strategies Group, Inc. Jpmorgan Chase & CO Transaction History

Financial Strategies Group, Inc.

$374 Million
Q1 2024

A detailed history of Financial Strategies Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 28,977 shares of JPM stock, worth $6.05 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

28,977

Previous 24,858 16.57%

Holding current value

$6.05 Million

Previous $4.23 Million 37.28%

% of portfolio

1.55%

Previous 1.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $688,243 - $825,035	4,119 Added 16.57%	28,977 $5.8 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $435,564 - $546,663	3,210 Added 14.83%	24,858 $4.23 Million
Q3 2023 Oct 18, 2023	BUY	$143.21 - $158.0 $400,415 - $441,768	2,796 Added 14.83%	21,648 $3.14 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $975,400 - $1.11 Million	7,652 Added 68.32%	18,852 $2.74 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $135,027 - $155,447	1,081 Added 10.68%	11,200 $1.46 Million

Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $2,956 - $3,997	29 Added 0.29%	10,119 $1.36 Million
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $48,052 - $279,504	2,318 Added 29.83%	10,090 $1.05 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $255,849 - $308,787	2,272 Added 41.31%	7,772 $875,000
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $117,522 - $154,291	916 Added 19.98%	5,500 $750,000
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $78,047 - $87,092	507 Added 12.44%	4,584 $726,000
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $82,450 - $93,675	561 Added 15.96%	4,077 $667,000
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $115,832 - $130,821	786 Added 28.79%	3,516 $547,000
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $18,344 - $23,016	-146 Reduced 5.08%	2,730 $416,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $277,649 - $365,453	2,876 New	2,876 $365,000

Others Institutions Holding JPM

# of Institutions

4,421

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 $613B
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 Strategies Group, Inc. Jpmorgan Chase & CO Transaction History