Franklin Street Advisors Inc Jpmorgan Chase & CO Transaction History

Franklin Street Advisors Inc

$1.42 Billion
Q1 2025

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 149,549 shares of JPM stock, worth $41.1 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares

149,549

Previous 150,344 0.53%

Holding current value

$41.1 Million

Previous $36 Million 1.79%

% of portfolio

2.59%

Previous 2.4%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$225.19 - $279.95 $179,026 - $222,560	-795 Reduced 0.53%	149,549 $36.7 Million
Q4 2024 Jan 10, 2025	SELL	$205.18 - $250.29 $169,273 - $206,489	-825 Reduced 0.55%	150,344 $36 Million
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

# of Institutions

5,190

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $807B
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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Franklin Street Advisors Inc Jpmorgan Chase & CO Transaction History