A detailed history of Green Square Capital Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Green Square Capital Advisors LLC holds 27,591 shares of JPM stock, worth $6.9 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
27,591
Previous 27,591 -0.0%
Holding current value
$6.9 Million
Previous $5.58 Million 4.21%
% of portfolio
0.82%
Previous 0.77%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $515,929 - $586,723
-2,865 Reduced 9.41%
27,591 $5.58 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $225,738 - $270,605
-1,351 Reduced 4.25%
30,456 $6.1 Million
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $403,542 - $506,472
-2,974 Reduced 8.55%
31,807 $5.41 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $24,488 - $27,018
171 Added 0.49%
34,781 $5.04 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $146,590 - $167,256
1,150 Added 3.44%
34,610 $5.03 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $226,212 - $260,421
1,811 Added 5.72%
33,460 $4.36 Million
Q4 2022

Feb 15, 2023

BUY
$101.96 - $137.84 $40,784 - $55,136
400 Added 1.28%
31,649 $4.24 Million
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $11,650 - $67,765
562 Added 1.83%
31,249 $3.27 Million
Q2 2022

Jul 20, 2022

SELL
$112.61 - $135.91 $12,387 - $14,950
-110 Reduced 0.36%
30,687 $3.46 Million
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $2.52 Million - $3.31 Million
-19,642 Reduced 38.94%
30,797 $4.2 Million
Q4 2021

Mar 08, 2022

SELL
$153.94 - $171.78 $51,569 - $57,546
-335 Reduced 0.66%
50,439 $7.99 Million
Q3 2021

Oct 19, 2021

SELL
$146.97 - $166.98 $36,742 - $41,745
-250 Reduced 0.49%
50,774 $8.31 Million
Q2 2021

Jul 29, 2021

SELL
$147.37 - $166.44 $1.1 Million - $1.24 Million
-7,443 Reduced 12.73%
51,024 $7.94 Million
Q3 2020

Nov 16, 2020

SELL
$91.28 - $103.82 $18,529 - $21,075
-203 Reduced 0.35%
58,467 $5.63 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $2,016 - $2,722
-24 Reduced 0.04%
58,670 $5.52 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $12,012 - $21,445
-152 Reduced 0.26%
58,694 $5.28 Million
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $29,520 - $36,801
264 Added 0.45%
58,846 $8.2 Million
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $94,320 - $108,207
-900 Reduced 1.51%
58,582 $6.9 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $206,977 - $229,685
-1,978 Reduced 3.22%
59,482 $6.65 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $938,568 - $1.04 Million
-9,665 Reduced 13.59%
61,460 $6.22 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $139,868 - $175,055
-1,518 Reduced 2.09%
71,125 $6.94 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $47,660 - $54,569
460 Added 0.64%
72,643 $8.2 Million
Q2 2018

Aug 20, 2018

BUY
$103.24 - $114.29 $39,953 - $44,230
387 Added 0.54%
72,183 $7.52 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $387,055 - $429,591
3,617 Added 5.31%
71,796 $7.9 Million
Q4 2017

Feb 22, 2018

SELL
$95.86 - $107.83 $74,387 - $83,676
-776 Reduced 1.13%
68,179 $7.29 Million
Q3 2017

Nov 15, 2017

SELL
$88.42 - $95.51 $894,545 - $966,274
-10,117 Reduced 12.79%
68,955 $6.59 Million
Q2 2017

Aug 14, 2017

BUY
N/A
79,072
79,072 $7.23 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 $733B
  • 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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