A detailed history of Index Fund Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 2,783 shares of JPM stock, worth $587,825. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,783
Previous 2,475 12.44%
Holding current value
$587,825
Previous $495,000 13.54%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $55,464 - $63,075
308 Added 12.44%
2,783 $562,000
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $23,392 - $28,042
-140 Reduced 5.35%
2,475 $495,000
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $93,490 - $117,336
-689 Reduced 20.85%
2,615 $444,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $107,550 - $118,658
751 Added 29.42%
3,304 $479,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $17,973 - $20,507
141 Added 5.85%
2,553 $371,000
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $1,374 - $1,581
-11 Reduced 0.45%
2,412 $314,000
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $195,049 - $263,687
-1,913 Reduced 44.12%
2,423 $325,000
Q3 2022

Oct 27, 2022

SELL
$20.73 - $120.58 $6,695 - $38,947
-323 Reduced 6.93%
4,336 $453,000
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $22,634 - $27,317
201 Added 4.51%
4,659 $525,000
Q1 2022

Apr 25, 2022

SELL
$128.3 - $168.44 $4,233 - $5,558
-33 Reduced 0.73%
4,458 $608,000
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $691,344 - $771,463
4,491 New
4,491 $711,000

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 $620B
  • 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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