A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,082 shares of JPM stock, worth $239,652. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,082
Previous 1,415 23.53%
Holding current value
$239,652
Previous $218,000 98.62%
% of portfolio
0.05%
Previous 0.15%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $64,901 - $74,858
-333 Reduced 23.53%
1,082 $433,000
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $64,288 - $73,110
357 Added 33.74%
1,415 $218,000
Q1 2024

Jul 26, 2024

SELL
$167.09 - $200.3 $24,060 - $28,843
-144 Reduced 11.98%
1,058 $212,000
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $24,729 - $29,644
148 Added 14.04%
1,202 $212,000
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.57%
1,054 $179,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $572 - $632
4 Added 0.38%
1,048 $152,000
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $51,497 - $58,757
404 Added 63.13%
1,044 $151,000
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $249 - $287
2 Added 0.31%
640 $82,000
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $305 - $413
3 Added 0.47%
638 $85,000
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $13,163 - $76,568
635 New
635 $66,000
Q2 2022

Aug 11, 2022

SELL
$112.61 - $135.91 $71,507 - $86,302
-635 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $24,168 - $26,969
157 Added 32.85%
635 $100,000
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $1,763 - $2,003
12 Added 2.58%
478 $78,000
Q2 2021

Jul 23, 2021

BUY
$147.37 - $166.44 $294 - $332
2 Added 0.43%
466 $72,000
Q1 2021

Apr 21, 2021

BUY
$125.65 - $157.65 $502 - $630
4 Added 0.87%
464 $71,000
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $44,408 - $58,452
460 New
460 $58,000

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 $650B
  • 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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