A detailed history of Highland Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 6,987 shares of JPM stock, worth $1.71 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
6,987
Previous 7,056 0.98%
Holding current value
$1.71 Million
Previous $1.43 Million 3.22%
% of portfolio
0.52%
Previous 0.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$194.9 - $224.8 $13,448 - $15,511
-69 Reduced 0.98%
6,987 $1.47 Million
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $9,004 - $10,239
50 Added 0.71%
7,056 $1.43 Million
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $154,957 - $194,482
1,142 Added 19.47%
7,006 $1.19 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $3,580 - $3,950
25 Added 0.43%
5,864 $850,000
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $127 - $145
1 Added 0.02%
5,839 $849,000
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.03%
5,838 $761,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $3,670 - $4,962
36 Added 0.62%
5,836 $783,000
Q3 2022

Nov 15, 2022

SELL
$20.73 - $120.58 $25,539 - $148,554
-1,232 Reduced 17.52%
5,800 $606,000
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $791,873 - $955,719
7,032 New
7,032 $792,000

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 $718B
  • 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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