A detailed history of Inspire Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Inspire Advisors, LLC holds 2,024 shares of JPM stock, worth $482,501. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,024
Previous 1,974 2.53%
Holding current value
$482,501
Previous $399,000 6.77%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $9,745 - $11,240
50 Added 2.53%
2,024 $426,000
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $23,230 - $26,417
-129 Reduced 6.13%
1,974 $399,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $9,022 - $10,816
54 Added 2.64%
2,103 $421,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $13,976 - $17,540
-103 Reduced 4.79%
2,049 $348,000
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $6,587 - $7,268
46 Added 2.18%
2,152 $312,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $40,662 - $46,395
319 Added 17.85%
2,106 $306,000
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $223,214 - $256,970
1,787 New
1,787 $232,000
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $5,555 - $32,315
-268 Reduced 11.9%
1,984 $207,000
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $51,800 - $62,518
460 Added 25.67%
2,252 $254,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $229,913 - $301,844
1,792 New
1,792 $244,000
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $26,637 - $33,421
-212 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $20,466 - $26,938
212 New
212 $27,000

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 $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
Track This Portfolio

Track Inspire Advisors, LLC Portfolio

Follow Inspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspire Advisors, LLC with notifications on news.