Guardian Capital Advisors LP Jpmorgan Chase & CO Transaction History

Guardian Capital Advisors LP

$967 Million
Q3 2024

A detailed history of Guardian Capital Advisors LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guardian Capital Advisors LP holds 97,850 shares of JPM stock, worth $24.3 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

97,850

Previous 98,307 0.46%

Holding current value

$24.3 Million

Previous $19.9 Million 3.73%

% of portfolio

2.13%

Previous 2.26%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $89,069 - $102,733	-457 Reduced 0.46%	97,850 $20.6 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $673,679 - $766,119	-3,741 Reduced 3.67%	98,307 $19.9 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $782,315 - $937,804	-4,682 Reduced 4.39%	102,048 $20.4 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $917,128 - $1.15 Million	-6,759 Reduced 5.96%	106,730 $18.2 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $882,173 - $973,280	-6,160 Reduced 5.15%	113,489 $16.5 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $734,482 - $838,025	-5,762 Reduced 4.59%	119,649 $17.4 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $13,615 - $15,674	109 Added 0.09%	125,411 $16.3 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $7,137 - $9,648	70 Added 0.06%	125,302 $16.8 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $97,949 - $569,740	4,725 Added 3.92%	125,232 $13 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $1.03 Million - $1.24 Million	9,143 Added 8.21%	120,507 $13 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $117,137 - $153,785	913 Added 0.83%	111,364 $14.6 Million
Q4 2021 Feb 10, 2022	SELL	$153.94 - $171.78 $131,926 - $147,215	-857 Reduced 0.77%	110,451 $18.6 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $23,515 - $26,716	160 Added 0.14%	111,308 $18.6 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $7,368 - $8,322	50 Added 0.05%	111,148 $17.3 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $62,448 - $78,352	-497 Reduced 0.45%	111,098 $16.8 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $151,374 - $199,245	-1,568 Reduced 1.39%	111,595 $14 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $1.44 Million - $1.63 Million	15,727 Added 16.14%	113,163 $11.3 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $32,771 - $44,245	-390 Reduced 0.4%	97,436 $6.99 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $173,786 - $310,256	-2,199 Reduced 2.2%	97,826 $5.8 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $167,841 - $209,239	-1,501 Reduced 1.48%	100,025 $13.9 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $55,229 - $63,361	527 Added 0.52%	101,526 $11.5 Million
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $136,032 - $150,956	1,300 Added 1.3%	100,999 $11.4 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $44,185 - $48,771	-455 Reduced 0.45%	99,699 $11.3 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $90,481 - $113,244	-982 Reduced 0.97%	100,154 $10.1 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $461,686 - $528,615	-4,456 Reduced 4.22%	101,136 $11.6 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $674,983 - $747,228	-6,538 Reduced 5.83%	105,592 $11.7 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $588,555 - $653,235	-5,500 Reduced 4.68%	112,130 $12.4 Million
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $78,988 - $88,851	-824 Reduced 0.7%	117,630 $13.3 Million
Q3 2017 Nov 15, 2017	SELL	$88.42 - $95.51 $249,521 - $269,529	-2,822 Reduced 2.33%	118,454 $11.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	121,276	121,276 $11.3 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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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Guardian Capital Advisors LP Jpmorgan Chase & CO Transaction History