A detailed history of Great Valley Advisor Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 147,061 shares of JPM stock, worth $35.2 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
147,061
Previous 136,852 7.46%
Holding current value
$35.2 Million
Previous $27.7 Million 11.99%
% of portfolio
0.81%
Previous 0.8%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $1.99 Million - $2.29 Million
10,209 Added 7.46%
147,061 $31 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $1.21 Million - $1.37 Million
6,710 Added 5.16%
136,852 $27.7 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $288,230 - $345,517
-1,725 Reduced 1.31%
130,142 $26.1 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $537,603 - $674,728
3,962 Added 3.1%
131,867 $22.4 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $1.24 Million - $1.36 Million
8,625 Added 7.23%
127,905 $18.5 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $783,303 - $893,728
6,145 Added 5.43%
119,280 $17.3 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $1.8 Million - $2.08 Million
14,436 Added 14.63%
113,135 $14.7 Million
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $2.37 Million - $3.2 Million
-23,196 Reduced 19.03%
98,699 $13.2 Million
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $53,752 - $312,663
2,593 Added 2.17%
121,895 $12.7 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $5.62 Million - $6.78 Million
49,891 Added 71.88%
119,302 $13.4 Million
Q1 2022

Apr 20, 2022

SELL
$128.3 - $168.44 $1.4 Million - $1.84 Million
-10,930 Reduced 13.6%
69,411 $9.88 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $2.83 Million - $3.16 Million
18,393 Added 29.69%
80,341 $12.8 Million
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $352,581 - $400,585
2,399 Added 4.03%
61,948 $10.1 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $326,866 - $369,163
2,218 Added 3.87%
59,549 $9.21 Million
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $857,812 - $1.08 Million
6,827 Added 13.52%
57,331 $8.73 Million
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $474,107 - $624,040
4,911 Added 10.77%
50,504 $6.42 Million
Q3 2020

Oct 21, 2020

BUY
$91.28 - $103.82 $8,397 - $9,551
92 Added 0.2%
45,593 $4.39 Million
Q2 2020

Jul 31, 2020

BUY
$84.03 - $113.45 $889,541 - $1.2 Million
10,586 Added 30.32%
45,501 $4.28 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $394,438 - $704,180
4,991 Added 16.68%
34,915 $3.14 Million
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $514,707 - $641,658
4,603 Added 18.18%
29,924 $4.17 Million
Q3 2019

Oct 25, 2019

SELL
$104.8 - $120.23 $1,781 - $2,043
-17 Reduced 0.07%
25,321 $2.98 Million
Q2 2019

Jul 30, 2019

BUY
$104.64 - $116.12 $2.65 Million - $2.94 Million
25,338 New
25,338 $2.83 Million
Q1 2019

Apr 26, 2019

SELL
$97.11 - $107.19 $1.21 Million - $1.34 Million
-12,467 Closed
0 $0
Q4 2018

Apr 11, 2019

BUY
$92.14 - $115.32 $1.15 Million - $1.44 Million
12,467 New
12,467 $1.2 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 $703B
  • 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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