A detailed history of Franklin Street Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Franklin Street Advisors Inc holds 151,169 shares of JPM stock, worth $37.6 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
151,169
Previous 151,555 0.25%
Holding current value
$37.6 Million
Previous $30.7 Million 3.99%
% of portfolio
2.15%
Previous 2.19%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$194.9 - $224.8 $75,231 - $86,772
-386 Reduced 0.25%
151,169 $31.9 Million
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $895,357 - $1.02 Million
-4,972 Reduced 3.18%
151,555 $30.7 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $173,773 - $208,312
-1,040 Reduced 0.66%
156,527 $31.4 Million
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $3.65 Million - $4.58 Million
-26,878 Reduced 14.57%
157,567 $26.8 Million
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $1.24 Million - $1.37 Million
-8,648 Reduced 4.48%
184,445 $26.7 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $3.53 Million - $4.02 Million
27,665 Added 16.72%
193,093 $28.1 Million
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $2.97 Million - $3.41 Million
-23,739 Reduced 12.55%
165,428 $21.6 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $1.18 Million - $1.6 Million
11,590 Added 6.53%
189,167 $25.4 Million
Q3 2022

Oct 11, 2022

BUY
$20.73 - $120.58 $324,403 - $1.89 Million
15,649 Added 9.66%
177,577 $18.6 Million
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $3.5 Million - $4.22 Million
-31,057 Reduced 16.09%
161,928 $18.2 Million
Q1 2022

Apr 18, 2022

SELL
$128.3 - $168.44 $4.21 Million - $5.53 Million
-32,824 Reduced 14.54%
192,985 $26.3 Million
Q4 2021

Jan 26, 2022

SELL
$153.94 - $171.78 $503,999 - $562,407
-3,274 Reduced 1.43%
225,809 $35.8 Million
Q3 2021

Oct 22, 2021

BUY
$146.97 - $166.98 $2.54 Million - $2.89 Million
17,315 Added 8.18%
229,083 $37.5 Million
Q2 2021

Aug 05, 2021

SELL
$147.37 - $166.44 $2.71 Million - $3.06 Million
-18,389 Reduced 7.99%
211,768 $32.9 Million
Q1 2021

May 04, 2021

SELL
$125.65 - $157.65 $629,883 - $790,299
-5,013 Reduced 2.13%
230,157 $35 Million
Q4 2020

Feb 01, 2021

BUY
$96.54 - $127.07 $622,489 - $819,347
6,448 Added 2.82%
235,170 $29.9 Million
Q3 2020

Oct 21, 2020

BUY
$91.28 - $103.82 $333,172 - $378,943
3,650 Added 1.62%
228,722 $22 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $3.31 Million - $4.46 Million
39,340 Added 21.18%
225,072 $21.2 Million
Q1 2020

Apr 16, 2020

BUY
$79.03 - $141.09 $1.67 Million - $2.99 Million
21,184 Added 12.87%
185,732 $16.7 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $1.46 Million - $1.82 Million
13,028 Added 8.6%
164,548 $22.9 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $109,620 - $125,760
1,046 Added 0.7%
151,520 $17.8 Million
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $380,261 - $421,980
3,634 Added 2.47%
150,474 $16.8 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $1.03 Million - $1.13 Million
-10,584 Reduced 6.72%
146,840 $14.9 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $609,045 - $762,265
-6,610 Reduced 4.03%
157,424 $15.4 Million
Q3 2018

Oct 05, 2018

SELL
$103.61 - $118.63 $432,778 - $495,517
-4,177 Reduced 2.48%
164,034 $18.5 Million
Q2 2018

Jul 16, 2018

BUY
$103.24 - $114.29 $420,909 - $465,960
4,077 Added 2.48%
168,211 $17.5 Million
Q1 2018

Apr 11, 2018

BUY
$107.01 - $118.77 $195,721 - $217,230
1,829 Added 1.13%
164,134 $18.1 Million
Q4 2017

Jan 10, 2018

BUY
$95.86 - $107.83 $307,518 - $345,918
3,208 Added 2.02%
162,305 $17.4 Million
Q3 2017

Oct 11, 2017

BUY
$88.42 - $95.51 $14.1 Million - $15.2 Million
159,097
159,097 $15.2 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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 ...
More about JPM
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