Journey Advisory Group, LLC Jpmorgan Chase & CO Transaction History

Journey Advisory Group, LLC

$863 Million
Q3 2024

A detailed history of Journey Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Journey Advisory Group, LLC holds 71,177 shares of JPM stock, worth $17.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

71,177

Previous 71,429 0.35%

Holding current value

$17.2 Million

Previous $14.4 Million 3.84%

% of portfolio

1.74%

Previous 1.73%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $49,114 - $56,649	-252 Reduced 0.35%	71,177 $15 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $176,838 - $201,103	982 Added 1.39%	71,429 $14.4 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $42,273 - $50,675	253 Added 0.36%	70,447 $14.1 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $143,560 - $180,177	-1,058 Reduced 1.48%	70,194 $11.9 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $236,439 - $260,858	1,651 Added 2.37%	71,252 $10.3 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $259,401 - $295,970	2,035 Added 3.01%	69,601 $10.1 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $609,435 - $701,600	4,879 Added 7.78%	67,566 $8.8 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $1.29 Million - $1.75 Million	12,687 Added 25.37%	62,687 $8.41 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $78,608 - $457,239	3,792 Added 8.21%	50,000 $5.23 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $1.18 Million - $1.42 Million	10,435 Added 29.17%	46,208 $5.28 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $198,223 - $260,239	1,545 Added 4.51%	35,773 $4.88 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $430,724 - $480,640	2,798 Added 8.9%	34,228 $5.42 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $70,545 - $80,150	480 Added 1.55%	31,430 $5.15 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $247,728 - $279,785	1,681 Added 5.74%	30,950 $4.81 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $59,558 - $74,726	474 Added 1.65%	29,269 $4.46 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $2.78 Million - $3.66 Million	28,795 New	28,795 $3.66 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $711B
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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Journey Advisory Group, LLC Jpmorgan Chase & CO Transaction History