Hbw Advisory Services LLC Jpmorgan Chase & CO Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

A detailed history of Hbw Advisory Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hbw Advisory Services LLC holds 4,452 shares of JPM stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,452

Previous 4,355 2.23%

Holding current value

$1.11 Million

Previous $880,000 6.59%

% of portfolio

0.15%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$194.9 - $224.8 $18,905 - $21,805	97 Added 2.23%	4,452 $938,000
Q2 2024 Jul 05, 2024	BUY	$180.08 - $204.79 $16,387 - $18,635	91 Added 2.13%	4,355 $880,000
Q4 2023 Jan 16, 2024	SELL	$135.69 - $170.3 $249,669 - $313,352	-1,840 Reduced 30.14%	4,264 $725,000
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $63,585 - $70,152	444 Added 7.84%	6,104 $885,000
Q2 2023 Jul 05, 2023	BUY	$127.47 - $145.44 $94,455 - $107,771	741 Added 15.06%	5,660 $823,000
Q1 2023 Apr 07, 2023	SELL	$124.91 - $143.8 $25,731 - $29,622	-206 Reduced 4.02%	4,919 $641,000
Q3 2022 Oct 05, 2022	BUY	$20.73 - $120.58 $11,733 - $68,248	566 Added 12.42%	5,125 $535,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $205,400 - $247,899	-1,824 Reduced 28.58%	4,559 $513,000
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $18,860 - $24,760	147 Added 2.36%	6,383 $870,000
Q4 2021 Jan 11, 2022	SELL	$153.94 - $171.78 $79,740 - $88,982	-518 Reduced 7.67%	6,236 $987,000
Q3 2021 Oct 08, 2021	SELL	$146.97 - $166.98 $74,807 - $84,992	-509 Reduced 7.01%	6,754 $1.11 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $268,360 - $303,087	1,821 Added 33.46%	7,263 $1.13 Million
Q1 2021 Apr 13, 2021	SELL	$125.65 - $157.65 $109,064 - $136,840	-868 Reduced 13.76%	5,442 $828,000
Q4 2020 Jan 12, 2021	BUY	$96.54 - $127.07 $106,097 - $139,649	1,099 Added 21.09%	6,310 $802,000
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $20,081 - $22,840	220 Added 4.41%	5,211 $502,000
Q2 2020 Jul 08, 2020	BUY	$84.03 - $113.45 $419,393 - $566,228	4,991 New	4,991 $469,000
Q1 2020 Apr 30, 2020	SELL	$79.03 - $141.09 $337,458 - $602,454	-4,270 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$111.82 - $139.4 $477,471 - $595,238	4,270 New	4,270 $585,000

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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Hbw Advisory Services LLC Jpmorgan Chase & CO Transaction History