Independent Advisor Alliance Jpmorgan Chase & CO Transaction History

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024

A detailed history of Independent Advisor Alliance transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independent Advisor Alliance holds 170,319 shares of JPM stock, worth $40.6 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
170,319
Previous 173,631 1.91%
Holding current value
$40.6 Million
Previous $35.1 Million 2.22%
% of portfolio
1.32%
Previous 1.22%

Shares

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

Nov 12, 2024
SELL
$194.9 - $224.8 $645,508 - $744,537
-3,312 Reduced 1.91%
170,319 $35.9 Million
Q2 2024

Aug 12, 2024
SELL
$180.08 - $204.79 $884,913 - $1.01 Million
-4,914 Reduced 2.75%
173,631 $35.1 Million
Q1 2024

May 08, 2024
SELL
$167.09 - $200.3 $2.42 Million - $2.91 Million
-14,510 Reduced 7.52%
178,545 $35.8 Million
Q4 2023

Feb 08, 2024
BUY
$135.69 - $170.3 $891,618 - $1.12 Million
6,571 Added 3.52%
193,055 $32.8 Million
Q3 2023

Oct 24, 2023
BUY
$143.21 - $158.0 $1.31 Million - $1.44 Million
9,140 Added 5.15%
186,484 $27 Million
Q2 2023

Jul 28, 2023
BUY
$127.47 - $145.44 $1.1 Million - $1.25 Million
8,622 Added 5.11%
177,344 $25.8 Million
Q1 2023

May 12, 2023
SELL
$124.91 - $143.8 $1.42 Million - $1.63 Million
-11,356 Reduced 6.31%
168,722 $22 Million
Q4 2022

Feb 13, 2023
SELL
$101.96 - $137.84 $1,937 - $2,618
-19 Reduced 0.01%
180,078 $24.2 Million
Q3 2022

Nov 04, 2022
BUY
$20.73 - $120.58 $52,177 - $303,499
2,517 Added 1.42%
180,097 $18.8 Million
Q2 2022

Aug 04, 2022
BUY
$112.61 - $135.91 $241,998 - $292,070
2,149 Added 1.22%
177,580 $20 Million
Q1 2022

May 06, 2022
BUY
$128.3 - $168.44 $2.48 Million - $3.26 Million
19,363 Added 12.41%
175,431 $23.9 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $324,967 - $362,627
2,111 Added 1.37%
156,068 $24.7 Million
Q3 2021

Nov 01, 2021
SELL
$146.97 - $166.98 $1.44 Million - $1.64 Million
-9,818 Reduced 5.99%
153,957 $25.2 Million
Q2 2021

Aug 12, 2021
SELL
$147.37 - $166.44 $414,404 - $468,029
-2,812 Reduced 1.69%
163,775 $25.5 Million
Q1 2021

May 14, 2021
BUY
$125.65 - $157.65 $1.79 Million - $2.24 Million
14,215 Added 9.33%
166,587 $25.4 Million
Q4 2020

Feb 11, 2021
BUY
$96.54 - $127.07 $1.37 Million - $1.81 Million
14,213 Added 10.29%
152,372 $19.4 Million
Q3 2020

Nov 04, 2020
BUY
$91.28 - $103.82 $3.04 Million - $3.45 Million
33,258 Added 31.7%
138,159 $13.3 Million
Q2 2020

Aug 06, 2020
BUY
$84.03 - $113.45 $1.28 Million - $1.73 Million
15,290 Added 17.06%
104,901 $9.87 Million
Q1 2020

May 14, 2020
BUY
$79.03 - $141.09 $253,528 - $452,616
3,208 Added 3.71%
89,611 $8.07 Million
Q4 2019

Feb 07, 2020
SELL
$111.82 - $139.4 $491,448 - $612,663
-4,395 Reduced 4.84%
86,403 $12 Million
Q3 2019

Nov 12, 2019
BUY
$104.8 - $120.23 $38,252 - $43,883
365 Added 0.4%
90,798 $10.8 Million
Q2 2019

Aug 12, 2019
BUY
$104.64 - $116.12 $447,336 - $496,413
4,275 Added 4.96%
90,433 $8.79 Million
Q1 2019

May 07, 2019
BUY
$97.11 - $107.19 $384,749 - $424,686
3,962 Added 4.82%
86,158 $8.72 Million
Q4 2018

Feb 12, 2019
BUY
$92.14 - $115.32 $1.36 Million - $1.71 Million
14,797 Added 21.95%
82,196 $8.06 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $454,433 - $520,311
4,386 Added 6.96%
67,399 $7.16 Million
Q2 2018

Aug 08, 2018
SELL
$103.24 - $114.29 $1.33 Million - $1.47 Million
-12,903 Reduced 17.0%
63,013 $6.16 Million
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $819,803 - $909,896
7,661 Added 11.22%
75,916 $8.18 Million
Q4 2017

Feb 14, 2018
BUY
$95.86 - $107.83 $451,979 - $508,418
4,715 Added 7.42%
68,255 $7.41 Million
Q3 2017

Nov 15, 2017
BUY
$88.42 - $95.51 $166,848 - $180,227
1,887 Added 3.06%
63,540 $6.13 Million
Q2 2017

Aug 14, 2017
BUY
N/A
61,653
61,653 $5.75 Million

Others Institutions Holding JPM

# of Institutions
4,617
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • 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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