A detailed history of Investmark Advisory Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Investmark Advisory Group LLC holds 4,100 shares of JPM stock, worth $1.02 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,100
Previous 4,061 0.96%
Holding current value
$1.02 Million
Previous $821,000 5.24%
% of portfolio
0.43%
Previous 0.45%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $7,601 - $8,767
39 Added 0.96%
4,100 $864,000
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $3,781 - $4,300
-21 Reduced 0.51%
4,061 $821,000
Q1 2024

May 17, 2024

BUY
$167.09 - $200.3 $1,336 - $1,602
8 Added 0.2%
4,082 $817,000
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $7,191 - $9,025
53 Added 1.32%
4,074 $692,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $12,874 - $14,689
-101 Reduced 2.45%
4,021 $584,000
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $23,607 - $27,178
-189 Reduced 4.38%
4,122 $537,000
Q4 2022

Jan 24, 2023

BUY
$101.96 - $137.84 $85,748 - $115,923
841 Added 24.24%
4,311 $0
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $8,312 - $48,352
401 Added 13.07%
3,470 $362,000
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $1,463 - $1,766
13 Added 0.43%
3,069 $345,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $2,566 - $3,368
20 Added 0.66%
3,056 $416,000
Q4 2021

May 03, 2022

BUY
$153.94 - $171.78 $467,361 - $521,524
3,036 New
3,036 $480,000

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 $733B
  • 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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