Founders Financial Alliance, LLC Jpmorgan Chase & CO Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 22,104 shares of JPM stock, worth $5.52 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

22,104

Previous 23,013 3.95%

Holding current value

$5.52 Million

Previous $4.65 Million 0.11%

% of portfolio

1.32%

Previous 1.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$194.9 - $224.8 $177,164 - $204,343	-909 Reduced 3.95%	22,104 $4.66 Million
Q2 2024 Aug 23, 2024	SELL	$180.08 - $204.79 $293,350 - $333,602	-1,629 Reduced 6.61%	23,013 $4.65 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $66,501 - $79,719	-398 Reduced 1.59%	24,642 $4.94 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $6,648 - $8,344	-49 Reduced 0.2%	25,040 $4.26 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $158,390 - $174,748	-1,106 Reduced 4.22%	25,089 $3.64 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $530,912 - $605,757	4,165 Added 18.91%	26,195 $3.81 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $446,553 - $514,085	-3,575 Reduced 13.96%	22,030 $2.87 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $306,287 - $414,071	3,004 Added 13.29%	25,605 $3.43 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $21,807 - $126,850	1,052 Added 4.88%	22,601 $2.36 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $43,692 - $52,733	-388 Reduced 1.77%	21,549 $2.43 Million
Q1 2022 May 12, 2022	SELL	$128.3 - $168.44 $48,882 - $64,175	-381 Reduced 1.71%	21,937 $2.99 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $80,972 - $90,356	526 Added 2.41%	22,318 $3.53 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $87,594 - $99,520	596 Added 2.81%	21,792 $3.57 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $29,621 - $33,454	201 Added 0.96%	21,196 $3.31 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $255,446 - $320,502	2,033 Added 10.72%	20,995 $3.32 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $20,273 - $26,684	-210 Reduced 1.1%	18,962 $2.41 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $1.75 Million - $1.99 Million	19,172 New	19,172 $1.87 Million

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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Founders Financial Alliance, LLC Jpmorgan Chase & CO Transaction History