A detailed history of Investment Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,147 shares of JPM stock, worth $1.15 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,147
Previous 4,677 10.05%
Holding current value
$1.15 Million
Previous $945,000 14.71%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $91,603 - $105,656
470 Added 10.05%
5,147 $1.08 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $161,531 - $183,696
897 Added 23.73%
4,677 $945,000
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $16,207 - $19,429
97 Added 2.63%
3,780 $757,000
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $4,477 - $5,619
-33 Reduced 0.89%
3,683 $626,000
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $11,886 - $13,114
83 Added 2.28%
3,716 $538,000
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $11,472 - $13,089
90 Added 2.54%
3,633 $528,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $4,246 - $4,889
-34 Reduced 0.95%
3,543 $461,000
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $16,415 - $22,192
161 Added 4.71%
3,577 $0
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $135,695 - $163,771
-1,205 Reduced 26.08%
3,416 $384,000
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $259,166 - $340,248
2,020 Added 77.66%
4,621 $629,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $400,397 - $446,799
2,601 New
2,601 $406,000

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 $654B
  • 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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