A detailed history of Mayfair Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 3,163 shares of JPM stock, worth $657,271. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,163
Previous 2,995 5.61%
Holding current value
$657,271
Previous $509,000 24.36%
% of portfolio
0.46%
Previous 0.43%

Shares

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

Apr 17, 2024

BUY
$167.09 - $200.3 $28,071 - $33,650
168 Added 5.61%
3,163 $633,000
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.03%
2,995 $509,000
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $17,185 - $18,960
-120 Reduced 3.85%
2,994 $434,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $4,588 - $5,235
36 Added 1.17%
3,114 $452,000
Q1 2023

Apr 20, 2023

SELL
$124.91 - $143.8 $6,245 - $7,190
-50 Reduced 1.6%
3,078 $401,000
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $16,721 - $22,605
-164 Reduced 4.98%
3,128 $0
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $62 - $361
3 Added 0.09%
3,292 $355,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $9,797 - $11,824
87 Added 2.72%
3,289 $379,000
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $7,698 - $10,106
60 Added 1.91%
3,202 $433,000
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $307 - $343
2 Added 0.06%
3,142 $515,000
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $39,387 - $44,750
268 Added 9.33%
3,140 $524,000
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $11,789 - $13,315
80 Added 2.87%
2,872 $447,000
Q1 2021

Apr 19, 2021

SELL
$125.65 - $157.65 $18,596 - $23,332
-148 Reduced 5.03%
2,792 $429,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $6,661 - $8,767
69 Added 2.4%
2,940 $374,000
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $41,349 - $47,030
453 Added 18.73%
2,871 $276,000
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $203,184 - $274,322
2,418 New
2,418 $227,000

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 $610B
  • 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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