Geller Advisors LLC Jpmorgan Chase & CO Transaction History

Geller Advisors LLC

$1.34 Billion
Q2 2024

A detailed history of Geller Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Geller Advisors LLC holds 7,965 shares of JPM stock, worth $1.76 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,965

Previous 7,307 9.01%

Holding current value

$1.76 Million

Previous $1.46 Million 10.12%

% of portfolio

0.12%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $118,492 - $134,751	658 Added 9.01%	7,965 $1.61 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $90,896 - $108,963	544 Added 8.04%	7,307 $1.46 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $146,816 - $184,264	-1,082 Reduced 13.79%	6,763 $1.15 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $501,521 - $553,316	-3,502 Reduced 30.86%	7,845 $1.14 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $686,425 - $783,194	5,385 Added 90.32%	11,347 $1.65 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $192,111 - $221,164	1,538 Added 34.76%	5,962 $776,000
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $38,031 - $51,414	373 Added 9.21%	4,424 $593,000
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $10,385 - $60,410	-501 Reduced 11.01%	4,051 $423,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $275,669 - $332,707	-2,448 Reduced 34.97%	4,552 $513,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $322,802 - $423,795	2,516 Added 56.11%	7,000 $954,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $9,852 - $10,993	64 Added 1.45%	4,484 $710,000
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $321,717 - $365,519	-2,189 Reduced 33.12%	4,420 $724,000
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $49,074 - $55,424	-333 Reduced 4.8%	6,609 $1.03 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $263,739 - $330,907	2,099 Added 43.34%	6,942 $1.06 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $25,193 - $28,654	-276 Reduced 5.39%	4,843 $466,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $77,223 - $104,260	919 Added 21.88%	5,119 $481,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $100,368 - $179,184	1,270 Added 43.34%	4,200 $378,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $118,305 - $147,485	-1,058 Reduced 26.53%	2,930 $408,000
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $549,466 - $630,365	-5,243 Reduced 56.8%	3,988 $469,000
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $65,923 - $73,155	630 Added 7.32%	9,231 $1.03 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $2,524 - $2,786	26 Added 0.3%	8,601 $871,000
Q4 2018 Feb 12, 2019	SELL	$92.14 - $115.32 $204,735 - $256,241	-2,222 Reduced 20.58%	8,575 $837,000
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $1.16 Million - $1.28 Million	10,797 New	10,797 $1.19 Million

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Geller Advisors LLC Jpmorgan Chase & CO Transaction History