Moneco Advisors, LLC Jpmorgan Chase & CO Transaction History

Moneco Advisors, LLC

$667 Million
Q2 2024

A detailed history of Moneco Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moneco Advisors, LLC holds 19,185 shares of JPM stock, worth $3.94 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

19,185

Previous 19,576 2.0%

Holding current value

$3.94 Million

Previous $3.92 Million 1.05%

% of portfolio

0.58%

Previous 0.63%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $70,411 - $80,072	-391 Reduced 2.0%	19,185 $3.88 Million
Q1 2024 Jul 19, 2024	BUY	$167.09 - $200.3 $143,864 - $172,458	861 Added 4.6%	19,576 $3.92 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $948,068 - $1.14 Million	5,674 Added 43.51%	18,715 $3.75 Million
Q4 2023 Mar 13, 2024	SELL	$135.69 - $170.3 $136,097 - $170,810	-1,003 Reduced 7.14%	13,041 $2.22 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $100,953 - $126,703	-744 Reduced 5.29%	13,316 $2.27 Million
Q3 2023 Mar 13, 2024	BUY	$143.21 - $158.0 $68,454 - $75,524	478 Added 3.52%	14,044 $2.04 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $68,454 - $75,524	478 Added 3.52%	14,060 $2.04 Million
Q2 2023 Mar 13, 2024	BUY	$127.47 - $145.44 $31,867 - $36,360	250 Added 1.88%	13,566 $1.97 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $34,671 - $39,559	272 Added 2.04%	13,582 $1.98 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $251,943 - $290,044	2,017 Added 17.86%	13,310 $1.73 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $48,736 - $65,887	478 Added 4.42%	11,293 $1.51 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $10,489 - $61,013	506 Added 4.91%	10,815 $1.13 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $174,883 - $211,068	1,553 Added 17.74%	10,309 $1.16 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $25,146 - $33,014	196 Added 2.29%	8,756 $1.19 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $20,781 - $23,190	135 Added 1.6%	8,560 $1.27 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $118,016 - $134,084	803 Added 10.54%	8,425 $1.38 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $37,284 - $42,109	253 Added 3.43%	7,622 $1.19 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $422,686 - $530,334	3,364 Added 84.0%	7,369 $1.12 Million
Q4 2020 Jan 22, 2021	SELL	$96.54 - $127.07 $69,219 - $91,109	-717 Reduced 15.18%	4,005 $562,000
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $8,123 - $9,239	89 Added 1.92%	4,722 $455,000
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $37,729 - $50,939	449 Added 10.73%	4,633 $436,000
Q1 2020 May 11, 2020	SELL	$79.03 - $141.09 $9,562 - $17,071	-121 Reduced 2.81%	4,184 $377,000
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $14,872 - $18,540	133 Added 3.19%	4,305 $595,000
Q3 2019 Oct 31, 2019	BUY	$104.8 - $120.23 $39,614 - $45,446	378 Added 9.96%	4,172 $491,000
Q2 2019 Jul 24, 2019	SELL	$104.64 - $116.12 $73,248 - $81,284	-700 Reduced 15.58%	3,794 $424,000
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $80,698 - $89,074	831 Added 22.69%	4,494 $455,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $337,508 - $422,417	3,663 New	3,663 $358,000

Others Institutions Holding JPM

# of Institutions

4,539

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 $602B
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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Moneco Advisors, LLC Jpmorgan Chase & CO Transaction History