Great Valley Advisor Group, Inc. Jpmorgan Chase & CO Transaction History

Great Valley Advisor Group, Inc.

$3.21 Billion
Q1 2024

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 130,142 shares of JPM stock, worth $26.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

130,142

Previous 131,867 1.31%

Holding current value

$26.3 Million

Previous $22.4 Million 16.21%

% of portfolio

0.81%

Previous 0.8%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Great Valley Advisor Group, Inc. Jpmorgan Chase & CO Transaction History