Mayflower Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

Mayflower Financial Advisors, LLC

$1.3 Billion
Q2 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 19,118 shares of JPM stock, worth $4.06 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

19,118

Previous 20,102 4.9%

Holding current value

$4.06 Million

Previous $4.03 Million 3.97%

% of portfolio

0.3%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $177,198 - $201,513	-984 Reduced 4.9%	19,118 $3.87 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $38,430 - $46,069	-230 Reduced 1.13%	20,102 $4.03 Million
Q4 2023 Jan 22, 2024	SELL	$135.69 - $170.3 $118,593 - $148,842	-874 Reduced 4.12%	20,332 $3.46 Million
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $66,592 - $73,470	-465 Reduced 2.15%	21,206 $3.08 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $108,731 - $124,060	-853 Reduced 3.79%	21,671 $3.15 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $89,310 - $102,817	715 Added 3.28%	22,524 $2.94 Million
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $2.22 Million - $3.01 Million	21,809 New	21,809 $0
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $375,731 - $2.19 Million	-18,125 Reduced 46.72%	20,667 $2.16 Million
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $346,004 - $2.01 Million	16,691 Added 75.52%	38,792 $4.05 Million
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $47,296 - $57,082	-420 Reduced 1.86%	22,101 $2.49 Million
Q1 2022 Apr 21, 2022	SELL	$128.3 - $168.44 $359,240 - $471,632	-2,800 Reduced 11.06%	22,521 $3.07 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $6,465 - $7,214	42 Added 0.17%	25,321 $4.01 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $133,154 - $151,283	-906 Reduced 3.46%	25,279 $4.26 Million
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $99,622 - $112,513	-676 Reduced 2.52%	26,185 $4.07 Million
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $20,104 - $25,224	-160 Reduced 0.59%	26,861 $4.09 Million
Q4 2020 Apr 12, 2021	BUY	$96.54 - $127.07 $2.61 Million - $3.43 Million	27,021 New	27,021 $3.43 Million

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

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 ...

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Mayflower Financial Advisors, LLC Jpmorgan Chase & CO Transaction History