A detailed history of Klr Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Klr Investment Advisors, LLC holds 4,987 shares of JPM stock, worth $1.2 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,987
Previous 5,300 5.91%
Holding current value
$1.2 Million
Previous $902 Million 5.44%
% of portfolio
0.69%
Previous 0.65%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $52,299 - $62,693
-313 Reduced 5.91%
4,987 $951 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $13,976 - $17,540
-103 Reduced 1.91%
5,300 $902 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $4,582 - $5,056
32 Added 0.6%
5,403 $704 Million
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $27,915 - $31,851
-219 Reduced 3.92%
5,371 $781 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $63,204 - $72,762
506 Added 9.95%
5,590 $728 Million
Q4 2022

May 15, 2023

BUY
$101.96 - $137.84 $518,364 - $700,778
5,084 New
5,084 $682 Million

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 $706B
  • 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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