A detailed history of Hc Financial Advisors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hc Financial Advisors Inc holds 1,364 shares of JPM stock, worth $327,360. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,364
Previous 943 44.64%
Holding current value
$327,360
Previous $129,000 19.38%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $47,408 - $57,218
421 Added 44.64%
1,364 $154,000
Q1 2022

May 04, 2022

BUY
$128.3 - $168.44 $9,622 - $12,633
75 Added 8.64%
943 $129,000
Q4 2020

Jan 26, 2021

SELL
$96.54 - $127.07 $44,794 - $58,960
-464 Reduced 34.83%
868 $110,000
Q3 2020

Oct 30, 2020

BUY
$91.28 - $103.82 $19,533 - $22,217
214 Added 19.14%
1,332 $128,000
Q1 2020

Apr 08, 2020

BUY
$79.03 - $141.09 $88,355 - $157,738
1,118 New
1,118 $101,000

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 $704B
  • 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
Track This Portfolio

Track Hc Financial Advisors Inc Portfolio

Follow Hc Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hc Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hc Financial Advisors Inc with notifications on news.