A detailed history of Kovack Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kovack Advisors, Inc. holds 31,443 shares of JPM stock, worth $7.82 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
31,443
Previous 31,896 1.42%
Holding current value
$7.82 Million
Previous $6.45 Million 2.73%
% of portfolio
0.72%
Previous 0.73%

Shares

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

Nov 05, 2024

SELL
$194.9 - $224.8 $88,289 - $101,834
-453 Reduced 1.42%
31,443 $6.63 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $129,297 - $147,039
718 Added 2.3%
31,896 $6.45 Million
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $1.02 Million - $1.23 Million
-6,133 Reduced 16.44%
31,178 $6.24 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $472,201 - $592,644
3,480 Added 10.29%
37,311 $6.35 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $3,007 - $3,318
-21 Reduced 0.06%
33,831 $4.91 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $1.11 Million - $1.27 Million
8,700 Added 34.59%
33,852 $4.92 Million
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $36,348 - $41,845
-291 Reduced 1.14%
25,152 $3.28 Million
Q4 2022

Feb 22, 2023

SELL
$101.96 - $137.84 $94,109 - $127,226
-923 Reduced 3.5%
25,443 $3.41 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $143,244 - $833,207
6,910 Added 35.52%
26,366 $2.76 Million
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $193,013 - $232,949
-1,714 Reduced 8.1%
19,456 $2.19 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $235,045 - $308,582
-1,832 Reduced 7.96%
21,170 $2.89 Million
Q4 2021

Jan 18, 2022

SELL
$153.94 - $171.78 $168,718 - $188,270
-1,096 Reduced 4.55%
23,002 $3.64 Million
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $310,988 - $353,329
2,116 Added 9.63%
24,098 $3.95 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $211,181 - $238,508
1,433 Added 6.97%
21,982 $3.42 Million
Q1 2021

May 04, 2021

BUY
$125.65 - $157.65 $7,413 - $9,301
59 Added 0.29%
20,549 $3.13 Million
Q4 2020

Jan 14, 2021

SELL
$96.54 - $127.07 $192,404 - $253,250
-1,993 Reduced 8.86%
20,490 $2.6 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $6,663 - $7,578
73 Added 0.33%
22,483 $2.16 Million
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $50,586 - $68,296
-602 Reduced 2.62%
22,410 $2.11 Million
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $221,679 - $395,757
2,805 Added 13.88%
23,012 $2.07 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $214,470 - $267,369
1,918 Added 10.49%
20,207 $2.82 Million
Q3 2019

Oct 31, 2019

BUY
$104.8 - $120.23 $271,432 - $311,395
2,590 Added 16.5%
18,289 $2.15 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $19,253 - $21,366
184 Added 1.19%
15,699 $1.76 Million
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $107,209 - $118,337
1,104 Added 7.66%
15,515 $1.57 Million
Q4 2018

Feb 06, 2019

SELL
$92.14 - $115.32 $146,871 - $183,820
-1,594 Reduced 9.96%
14,411 $1.41 Million
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $174,893 - $200,247
1,688 Added 11.79%
16,005 $1.81 Million
Q2 2018

Aug 01, 2018

SELL
$103.24 - $114.29 $13,937 - $15,429
-135 Reduced 0.93%
14,317 $1.49 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $257,466 - $285,760
2,406 Added 19.97%
14,452 $1.59 Million
Q4 2017

May 15, 2018

BUY
$95.86 - $107.83 $1.15 Million - $1.3 Million
12,046 New
12,046 $1.29 Million
Q4 2017

Feb 01, 2018

SELL
$95.86 - $107.83 $1.12 Million - $1.26 Million
-11,702 Closed
0 $0
Q3 2017

Aug 02, 2018

BUY
$88.42 - $95.51 $274,190 - $296,176
3,101 Added 36.05%
11,702 $1.12 Million
Q2 2017

Aug 30, 2018

SELL
N/A
-1,117 Reduced 11.49%
8,601 $786,000
Q1 2017

Sep 05, 2018

SELL
N/A
-993 Reduced 9.27%
9,718 $854,000
Q4 2016

Sep 10, 2018

SELL
N/A
-1,403 Reduced 11.58%
10,711 $924,000
Q3 2016

Sep 25, 2018

BUY
N/A
3,799 Added 45.69%
12,114 $807,000
Q2 2016

Oct 01, 2018

BUY
N/A
943 Added 12.79%
8,315 $517,000
Q1 2016

Oct 12, 2018

SELL
N/A
-100 Reduced 1.34%
7,372 $437,000
Q4 2015

Oct 18, 2018

BUY
N/A
2,763 Added 58.67%
7,472 $493,000
Q3 2015

Oct 29, 2018

BUY
N/A
4,709 New
4,709 $287,000
Q4 2012

May 22, 2019

SELL
N/A
-7,070 Closed
0 $0
Q3 2012

May 23, 2019

BUY
N/A
7,070
7,070 $286,000

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 $729B
  • 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
Track This Portfolio

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.