A detailed history of Herold Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Herold Advisors, Inc. holds 31,974 shares of JPM stock, worth $6.79 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
31,974
Previous 29,510 8.35%
Holding current value
$6.79 Million
Previous $5.91 Million 9.42%
% of portfolio
1.53%
Previous 1.46%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $623B
  • 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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