A detailed history of Key Client Fiduciary Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 7,340 shares of JPM stock, worth $1.74 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
7,340
Previous 7,076 3.73%
Holding current value
$1.74 Million
Previous $1.43 Million 8.11%
% of portfolio
0.77%
Previous 0.79%

Shares

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

Oct 18, 2024

BUY
$194.9 - $224.8 $51,453 - $59,347
264 Added 3.73%
7,340 $1.55 Million
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $31,514 - $35,838
-175 Reduced 2.41%
7,076 $1.43 Million
Q1 2024

Apr 15, 2024

SELL
$167.09 - $200.3 $200,508 - $240,360
-1,200 Reduced 14.2%
7,251 $1.45 Million
Q4 2023

Jan 09, 2024

SELL
$135.69 - $170.3 $30,258 - $37,976
-223 Reduced 2.57%
8,451 $1.44 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $10,454 - $11,534
73 Added 0.85%
8,674 $1.26 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $350,542 - $399,960
2,750 Added 47.0%
8,601 $1.25 Million
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $6,620 - $7,621
53 Added 0.91%
5,851 $762,000
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $46,187 - $62,441
453 Added 8.48%
5,798 $0
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $5,265 - $30,627
254 Added 4.99%
5,345 $559,000
Q2 2022

Jul 19, 2022

SELL
$112.61 - $135.91 $13,400 - $16,173
-119 Reduced 2.28%
5,091 $573,000
Q1 2022

Apr 18, 2022

SELL
$128.3 - $168.44 $4,490 - $5,895
-35 Reduced 0.67%
5,210 $710,000
Q4 2021

Mar 01, 2022

BUY
$153.94 - $171.78 $807,415 - $900,986
5,245 New
5,245 $831,000

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 $697B
  • 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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