A detailed history of Jnba Financial Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jnba Financial Advisors holds 9,797 shares of JPM stock, worth $2.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,797
Previous 10,403 5.83%
Holding current value
$2.2 Million
Previous $2.08 Million 4.9%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Jul 22, 2024

SELL
$180.08 - $204.79 $109,128 - $124,102
-606 Reduced 5.83%
9,797 $1.98 Million
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $59,985 - $71,907
-359 Reduced 3.34%
10,403 $2.08 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $73,408 - $92,132
-541 Reduced 4.79%
10,762 $1.83 Million
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $35,229 - $38,868
246 Added 2.22%
11,303 $1.64 Million
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $14,913 - $17,016
117 Added 1.07%
11,057 $1.61 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $10,992 - $12,654
88 Added 0.81%
10,940 $1.43 Million
Q3 2022

Nov 07, 2022

SELL
$20.73 - $120.58 $870 - $5,064
-42 Reduced 0.39%
10,852 $1.13 Million
Q2 2022

Jul 22, 2022

SELL
$112.61 - $135.91 $19,706 - $23,784
-175 Reduced 1.58%
10,894 $1.23 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $24,633 - $32,340
-192 Reduced 1.7%
11,069 $1.51 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $45,720 - $51,018
297 Added 2.71%
11,261 $1.78 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $2,939 - $3,339
20 Added 0.18%
10,964 $1.8 Million
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $47,453 - $53,593
322 Added 3.03%
10,944 $1.7 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $51,642 - $64,794
411 Added 4.03%
10,622 $1.62 Million
Q4 2020

Jan 25, 2021

SELL
$96.54 - $127.07 $416,763 - $548,561
-4,317 Reduced 29.72%
10,211 $1.3 Million
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $45,640 - $51,910
500 Added 3.56%
14,528 $1.4 Million
Q2 2020

Jul 24, 2020

SELL
$84.03 - $113.45 $6,974 - $9,416
-83 Reduced 0.59%
14,028 $1.32 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $48,840 - $87,193
618 Added 4.58%
14,111 $1.27 Million
Q4 2019

Feb 10, 2020

SELL
$111.82 - $139.4 $9,504 - $11,849
-85 Reduced 0.63%
13,493 $1.88 Million
Q3 2019

Nov 01, 2019

BUY
$104.8 - $120.23 $70,949 - $81,395
677 Added 5.25%
13,578 $1.6 Million
Q2 2019

Jul 26, 2019

BUY
$104.64 - $116.12 $11,091 - $12,308
106 Added 0.83%
12,901 $1.44 Million
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $189,850 - $209,556
1,955 Added 18.04%
12,795 $1.3 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $692,800 - $867,091
7,519 Added 226.41%
10,840 $1.06 Million
Q3 2018

Nov 01, 2018

SELL
$103.61 - $118.63 $763,502 - $874,184
-7,369 Reduced 68.93%
3,321 $375,000
Q1 2018

May 07, 2018

BUY
$107.01 - $118.77 $58,213 - $64,610
544 Added 5.36%
10,690 $10.7 Million
Q4 2017

Jan 31, 2018

SELL
$95.86 - $107.83 $54,640 - $61,463
-570 Reduced 5.32%
10,146 $1.09 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $19,452 - $21,012
220 Added 2.1%
10,716 $1.02 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,496
10,496 $959,000

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 $658B
  • 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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