Herold Advisors, Inc. Jpmorgan Chase & CO Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Herold Advisors, Inc. holds 31,427 shares of JPM stock, worth $7.81 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

31,427

Previous 31,974 1.71%

Holding current value

$7.81 Million

Previous $6.47 Million 2.43%

% of portfolio

1.47%

Previous 1.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $106,610 - $122,965	-547 Reduced 1.71%	31,427 $6.62 Million
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $443,717 - $504,602	2,464 Added 8.35%	31,974 $6.47 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $912,144 - $1.09 Million	-5,459 Reduced 15.61%	29,510 $5.91 Million
Q4 2023 Feb 02, 2024	SELL	$135.69 - $170.3 $44,370 - $55,688	-327 Reduced 0.93%	34,969 $5.95 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $336,257 - $370,984	2,348 Added 7.13%	35,296 $5.12 Million
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $78,394 - $89,445	615 Added 1.9%	32,948 $4.79 Million
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $317,521 - $365,539	2,542 Added 8.53%	32,333 $4.21 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $6,015 - $8,132	59 Added 0.2%	29,791 $4 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $14,075 - $81,873	679 Added 2.34%	29,732 $3.11 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $119,366 - $144,064	1,060 Added 3.79%	29,053 $3.27 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $182,827 - $240,027	1,425 Added 5.36%	27,993 $3.82 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $46,643 - $52,049	303 Added 1.15%	26,568 $4.21 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $3.86 Million - $4.39 Million	26,265 New	26,265 $4.3 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 ...

More about JPM

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Herold Advisors, Inc. Jpmorgan Chase & CO Transaction History