Guidance Point Advisors, LLC Jpmorgan Chase & CO Transaction History

Guidance Point Advisors, LLC

$301 Million
Q1 2024

A detailed history of Guidance Point Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 401,735 shares of JPM stock, worth $81.3 Million. This represents 26.69% of its overall portfolio holdings.

Number of Shares

401,735

Previous 400,991 0.19%

Holding current value

$81.3 Million

Previous $68.2 Million 17.97%

% of portfolio

26.69%

Previous 25.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $124,314 - $149,023	744 Added 0.19%	401,735 $80.5 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $26,459 - $33,208	195 Added 0.05%	400,991 $68.2 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $20,622 - $22,752	144 Added 0.04%	400,796 $58.1 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $9,305 - $10,617	73 Added 0.02%	400,652 $58.3 Million
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $124 - $143	1 Added 0.0%	400,579 $52.2 Million

Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $407 - $551	4 Added 0.0%	400,578 $0
Q3 2022 Oct 14, 2022	BUY	$20.73 - $120.58 $62 - $361	3 Added 0.0%	400,574 $41.9 Million
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $337 - $407	3 Added 0.0%	400,571 $45.1 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $16,037 - $21,055	125 Added 0.03%	400,568 $54.6 Million
Q4 2021 Jan 28, 2022	SELL	$153.94 - $171.78 $15,547 - $17,349	-101 Reduced 0.03%	400,443 $63.4 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $293 - $333	2 Added 0.0%	400,544 $65.6 Million
Q1 2021 Apr 30, 2021	BUY	$125.65 - $157.65 $5,151 - $6,463	41 Added 0.01%	400,542 $61 Million
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $2,896 - $3,812	30 Added 0.01%	400,501 $50.9 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $1,004 - $1,142	11 Added 0.0%	400,471 $38.6 Million
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $31,763 - $42,884	378 Added 0.09%	400,460 $37.7 Million
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $4,249 - $5,297	-38 Reduced 0.01%	400,082 $55.8 Million
Q3 2019 Oct 08, 2019	SELL	$104.8 - $120.23 $5,973 - $6,853	-57 Reduced 0.01%	400,120 $47.1 Million
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $4,708 - $5,225	-45 Reduced 0.01%	400,177 $44.7 Million
Q1 2019 May 06, 2019	SELL	$97.11 - $107.19 $2,913 - $3,215	-30 Reduced 0.01%	400,222 $40.5 Million
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $36.9 Million - $46.2 Million	400,252 New	400,252 $39.1 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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Guidance Point Advisors, LLC Jpmorgan Chase & CO Transaction History