First Foundation Advisors Jpmorgan Chase & CO Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, First Foundation Advisors holds 131,845 shares of JPM stock, worth $31.3 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

131,845

Previous 138,542 4.83%

Holding current value

$31.3 Million

Previous $28 Million 0.82%

% of portfolio

1.08%

Previous 1.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $1.31 Million - $1.51 Million	-6,697 Reduced 4.83%	131,845 $27.8 Million
Q2 2024 Aug 06, 2024	SELL	$180.08 - $204.79 $628,839 - $715,126	-3,492 Reduced 2.46%	138,542 $28 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $955,086 - $1.14 Million	-5,716 Reduced 3.87%	142,034 $28.4 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $1.46 Million - $1.83 Million	-10,758 Reduced 6.79%	147,750 $25.1 Million
Q3 2023 Nov 15, 2023	SELL	$143.21 - $158.0 $2.05 Million - $2.27 Million	-14,337 Reduced 8.29%	158,508 $23 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $1.7 Million - $1.94 Million	-13,362 Reduced 7.18%	172,845 $25.1 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $5.72 Million - $6.58 Million	-45,789 Reduced 19.74%	186,207 $24.3 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $1.44 Million - $1.94 Million	-14,088 Reduced 5.72%	231,996 $31.1 Million
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $40,610 - $236,216	-1,959 Reduced 0.79%	246,084 $25.7 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $2.41 Million - $2.91 Million	21,437 Added 9.46%	248,043 $27.9 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $2.52 Million - $3.31 Million	19,666 Added 9.5%	226,606 $30.9 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $406,247 - $453,327	-2,639 Reduced 1.26%	206,940 $32.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1.22 Million - $1.39 Million	8,300 Added 4.12%	209,579 $34.3 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $287,518 - $324,724	1,951 Added 0.98%	201,279 $31.3 Million
Q1 2021 May 18, 2021	SELL	$125.65 - $157.65 $1.17 Million - $1.47 Million	-9,307 Reduced 4.46%	199,328 $30.3 Million
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $20.1 Million - $26.5 Million	-208,438 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $414,319 - $471,238	4,539 Added 2.23%	208,438 $20.1 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $150,833 - $203,642	-1,795 Reduced 0.87%	203,899 $19.2 Million
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $264,197 - $471,663	3,343 Added 1.65%	205,694 $18.5 Million
Q4 2019 Feb 11, 2020	SELL	$111.82 - $139.4 $74,919 - $93,398	-670 Reduced 0.33%	202,351 $28.2 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $9.29 Million - $10.7 Million	-88,606 Reduced 30.38%	203,021 $23.9 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $4.79 Million - $5.31 Million	45,735 Added 18.6%	291,627 $32.6 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $12.1 Million - $13.4 Million	124,815 Added 103.09%	245,892 $24.9 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $849,807 - $1.06 Million	9,223 Added 8.25%	121,077 $11.8 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $127,543 - $146,033	-1,231 Reduced 1.09%	111,854 $12.6 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $357,107 - $395,329	3,459 Added 3.16%	113,085 $11.8 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $107,973 - $119,838	-1,009 Reduced 0.91%	109,626 $12.1 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $4,026 - $4,528	-42 Reduced 0.04%	110,635 $11.8 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $488,608 - $527,788	5,526 Added 5.26%	110,677 $10.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	105,151	105,151 $9.61 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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First Foundation Advisors Jpmorgan Chase & CO Transaction History