Investment Advisory Services Inc Jpmorgan Chase & CO Transaction History

Investment Advisory Services Inc

$279 Million
Q3 2024

A detailed history of Investment Advisory Services Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Investment Advisory Services Inc holds 18,563 shares of JPM stock, worth $4.61 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

18,563

Previous 18,941 2.0%

Holding current value

$4.61 Million

Previous $3.83 Million 2.11%

% of portfolio

1.4%

Previous 1.41%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $73,672 - $84,974	-378 Reduced 2.0%	18,563 $3.91 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $16,027 - $18,226	-89 Reduced 0.47%	18,941 $3.83 Million
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $57,980 - $69,504	-347 Reduced 1.79%	19,030 $3.81 Million
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $33,515 - $42,064	-247 Reduced 1.26%	19,377 $3.3 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $11,600 - $12,798	81 Added 0.41%	19,624 $2.85 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $166,858 - $190,380	1,309 Added 7.18%	19,543 $2.84 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $49,339 - $56,801	395 Added 2.21%	18,234 $2.38 Million
Q4 2022 Feb 15, 2023	SELL	$101.96 - $137.84 $3,568 - $4,824	-35 Reduced 0.2%	17,839 $2.39 Million
Q3 2022 Oct 27, 2022	SELL	$20.73 - $120.58 $269 - $1,567	-13 Reduced 0.07%	17,874 $1.87 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $70,381 - $84,943	625 Added 3.62%	17,887 $2.01 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $2,052 - $2,695	-16 Reduced 0.09%	17,262 $2.35 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $81,742 - $91,215	-531 Reduced 2.98%	17,278 $2.74 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $25,131 - $28,553	171 Added 0.97%	17,809 $2.92 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $127,917 - $144,469	-868 Reduced 4.69%	17,638 $2.74 Million
Q4 2020 Mar 10, 2021	SELL	$96.54 - $127.07 $6,564 - $8,640	-68 Reduced 0.37%	18,506 $2.35 Million
Q3 2020 Mar 10, 2021	BUY	$91.28 - $103.82 $11,318 - $12,873	124 Added 0.67%	18,574 $1.79 Million
Q2 2020 Mar 10, 2021	BUY	$84.03 - $113.45 $115,709 - $156,220	1,377 Added 8.07%	18,450 $1.74 Million
Q1 2020 Mar 10, 2021	BUY	$79.03 - $141.09 $229,582 - $409,866	2,905 Added 20.5%	17,073 $1.54 Million
Q4 2019 Mar 10, 2021	BUY	$111.82 - $139.4 $1.58 Million - $1.98 Million	14,168 New	14,168 $1.98 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
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 ...

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Investment Advisory Services Inc Jpmorgan Chase & CO Transaction History