A detailed history of Milestone Advisory Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Milestone Advisory Partners holds 2,446 shares of JPM stock, worth $607,953. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,446
Previous 2,446 -0.0%
Holding current value
$607,953
Previous $355,000 0.28%
% of portfolio
0.3%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $1,274 - $1,454
-10 Reduced 0.41%
2,446 $355,000
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $1,249 - $1,438
10 Added 0.41%
2,456 $320,000
Q2 2022

Jul 18, 2022

SELL
$112.61 - $135.91 $23,422 - $28,269
-208 Reduced 7.84%
2,446 $279,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $340,508 - $447,039
2,654 New
2,654 $362,000

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 $729B
  • 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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