A detailed history of Kc Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 9,937 shares of JPM stock, worth $2.48 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
9,937
Previous 9,490 4.71%
Holding current value
$2.48 Million
Previous $1.92 Million 9.12%
% of portfolio
0.94%
Previous 0.97%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $87,120 - $100,485
447 Added 4.71%
9,937 $2.09 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $13,506 - $15,359
75 Added 0.8%
9,490 $1.92 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $131,332 - $157,435
786 Added 9.11%
9,415 $1.89 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $209,912 - $263,454
1,547 Added 21.84%
8,629 $1.47 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $30,646 - $33,812
-214 Reduced 2.93%
7,082 $1.03 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $170,044 - $194,016
1,334 Added 22.38%
7,296 $1.06 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.03%
5,962 $777,000
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $193,927 - $262,171
-1,902 Reduced 24.19%
5,960 $799,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $34,204 - $198,957
-1,650 Reduced 17.35%
7,862 $822,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $22,296 - $26,910
-198 Reduced 2.04%
9,512 $1.07 Million
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $20,399 - $26,781
-159 Reduced 1.61%
9,710 $1.32 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $29,094 - $32,466
189 Added 1.95%
9,869 $1.56 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $21,751 - $24,713
148 Added 1.55%
9,680 $1.59 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $81,937 - $92,540
556 Added 6.19%
9,532 $1.48 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $82,803 - $103,891
659 Added 7.92%
8,976 $1.37 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $37,650 - $49,557
390 Added 4.92%
8,317 $1.06 Million
Q2 2020

Aug 18, 2020

BUY
$84.03 - $113.45 $58,736 - $79,301
699 Added 9.67%
7,927 $746,000
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $71,759 - $128,109
908 Added 14.37%
7,228 $651,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $27,955 - $34,850
250 Added 4.12%
6,320 $881,000
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $47,160 - $54,103
450 Added 8.01%
6,070 $714,000
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $171,086 - $189,856
-1,635 Reduced 22.54%
5,620 $628,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $25,442 - $28,083
262 Added 3.75%
7,255 $734,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $90,297 - $113,013
980 Added 16.3%
6,993 $683,000
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $17,095 - $19,573
165 Added 2.82%
6,013 $679,000
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $106,750 - $118,175
1,034 Added 21.48%
5,848 $609,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $515,146 - $571,758
4,814 New
4,814 $529,000

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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