Moneco Advisors, LLC Jpmorgan Chase & CO Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

A detailed history of Moneco Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moneco Advisors, LLC holds 14,918 shares of JPM stock, worth $3.73 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

14,918

Previous 19,185 22.24%

Holding current value

$3.73 Million

Previous $3.88 Million 18.97%

% of portfolio

0.4%

Previous 0.58%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$194.9 - $224.8 $831,638 - $959,221	-4,267 Reduced 22.24%	14,918 $3.14 Million
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

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $732B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Account

Moneco Advisors, LLC Jpmorgan Chase & CO Transaction History