A detailed history of Level Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 2,055 shares of JPM stock, worth $434,057. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,055
Previous 2,023 1.58%
Holding current value
$434,057
Previous $405,000 2.47%
% of portfolio
0.19%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $5,762 - $6,553
32 Added 1.58%
2,055 $415,000
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $13,868 - $16,624
-83 Reduced 3.94%
2,023 $405,000
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $11,940 - $14,986
-88 Reduced 4.01%
2,106 $358,000
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $11,344 - $12,944
89 Added 4.23%
2,194 $319,000
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $3,372 - $3,882
-27 Reduced 1.27%
2,105 $274,000
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $2,345 - $3,170
-23 Reduced 1.07%
2,132 $0
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $56,305 - $67,955
500 Added 30.21%
2,155 $243,000
Q1 2022

Apr 08, 2022

SELL
$128.3 - $168.44 $16,422 - $21,560
-128 Reduced 7.18%
1,655 $226,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $274,475 - $306,283
1,783 New
1,783 $282,000

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 $620B
  • 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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