A detailed history of Long Run Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 24,453 shares of JPM stock, worth $5.2 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
24,453
Previous 27,888 12.32%
Holding current value
$5.2 Million
Previous $5.59 Million 11.46%
% of portfolio
1.26%
Previous 1.48%

Shares

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

Jul 19, 2024

SELL
$180.08 - $204.79 $618,574 - $703,453
-3,435 Reduced 12.32%
24,453 $4.95 Million
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $16,207 - $19,429
-97 Reduced 0.35%
27,888 $5.59 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $203,535 - $255,450
1,500 Added 5.66%
27,985 $4.76 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $15,037 - $16,590
105 Added 0.4%
26,485 $3.84 Million
Q2 2023

Jul 17, 2023

SELL
$127.47 - $145.44 $348,120 - $397,196
-2,731 Reduced 9.38%
26,380 $3.84 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $126,159 - $145,238
-1,010 Reduced 3.35%
29,111 $3.79 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $26,203 - $35,424
257 Added 0.86%
30,121 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $154,044 - $896,029
7,431 Added 33.13%
29,864 $3.12 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $124,096 - $149,772
1,102 Added 5.17%
22,433 $2.53 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $299,452 - $393,138
2,334 Added 12.29%
21,331 $2.91 Million
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $2.92 Million - $3.26 Million
18,997 New
18,997 $3.02 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 $623B
  • 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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