A detailed history of Htg Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 3,411 shares of JPM stock, worth $808,338. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,411
Previous 3,437 0.76%
Holding current value
$808,338
Previous $695 Million 3.46%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $5,067 - $5,844
-26 Reduced 0.76%
3,411 $719 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $6,122 - $6,962
34 Added 1.0%
3,437 $695 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $35,590 - $42,663
-213 Reduced 5.89%
3,403 $682 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $7,303 - $8,058
51 Added 1.43%
3,616 $524 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $12,747 - $14,544
100 Added 2.89%
3,565 $518 Million
Q1 2023

Apr 13, 2023

SELL
$124.91 - $143.8 $2,623 - $3,019
-21 Reduced 0.6%
3,465 $452 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $355,432 - $480,510
3,486 New
3,486 $467 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 $695B
  • 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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