Moneta Group Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 51,224 shares of JPM stock, worth $10.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
51,224
Previous 95,871 46.57%
Holding current value
$10.5 Million
Previous $13.9 Million 37.33%
% of portfolio
0.17%
Previous 0.32%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
SELL
$135.69 - $170.3 $6.06 Million - $7.6 Million
-44,647 Reduced 46.57%
51,224 $8.71 Million
Q3 2023

Nov 15, 2023
SELL
$143.21 - $158.0 $7,446 - $8,216
-52 Reduced 0.05%
95,871 $13.9 Million
Q2 2023

Aug 15, 2023
SELL
$127.47 - $145.44 $345,188 - $393,851
-2,708 Reduced 2.75%
95,923 $14 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $1.3 Million - $1.5 Million
10,411 Added 11.8%
98,631 $12.9 Million
Q4 2022

Feb 16, 2023
SELL
$101.96 - $137.84 $997,270 - $1.35 Million
-9,781 Reduced 9.98%
88,220 $11.8 Million
Q4 2022

Feb 16, 2023
SELL
$101.96 - $137.84 $9.98 Billion - $13.5 Billion
-97,902,566 Reduced 99.9%
98,001 $13.1 Million
Q4 2022

Feb 15, 2023
BUY
$101.96 - $137.84 $9.98 Billion - $13.5 Billion
97,907,897 Added 105652.2%
98,000,567 $13.1 Billion
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $4,643 - $27,009
224 Added 0.24%
92,670 $9.68 Million
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $722,956 - $872,542
6,420 Added 7.46%
92,446 $10.7 Million
Q1 2022

May 11, 2022
BUY
$128.3 - $168.44 $5.45 Million - $7.15 Million
42,471 Added 97.51%
86,026 $11.7 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $409,634 - $457,106
2,661 Added 6.51%
43,555 $6.9 Million
Q3 2021

Nov 12, 2021
BUY
$146.97 - $166.98 $146,088 - $165,978
994 Added 2.49%
40,894 $6.69 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $215,897 - $243,834
1,465 Added 3.81%
39,900 $6.21 Million
Q1 2021

May 14, 2021
BUY
$125.65 - $157.65 $1.73 Million - $2.17 Million
13,779 Added 55.88%
38,435 $5.85 Million
Q4 2020

Feb 12, 2021
BUY
$96.54 - $127.07 $316,554 - $416,662
3,279 Added 15.34%
24,656 $3.13 Million
Q3 2020

Nov 13, 2020
SELL
$91.28 - $103.82 $2,190 - $2,491
-24 Reduced 0.11%
21,377 $2.06 Million
Q2 2020

Aug 12, 2020
BUY
$84.03 - $113.45 $207,890 - $280,675
2,474 Added 13.07%
21,401 $2.01 Million
Q1 2020

May 13, 2020
SELL
$79.03 - $141.09 $90,489 - $161,548
-1,145 Reduced 5.7%
18,927 $1.7 Million
Q4 2019

Feb 11, 2020
BUY
$111.82 - $139.4 $33,546 - $41,820
300 Added 1.52%
20,072 $2.8 Million
Q3 2019

Nov 12, 2019
BUY
$104.8 - $120.23 $130,790 - $150,047
1,248 Added 6.74%
19,772 $2.33 Million
Q2 2019

Aug 16, 2019
SELL
$104.64 - $116.12 $6.94 Million - $7.7 Million
-66,297 Reduced 78.16%
18,524 $2.07 Million
Q2 2019

Aug 13, 2019
BUY
$104.64 - $116.12 $6.99 Million - $7.76 Million
66,822 Added 371.25%
84,821 $2.07 Million
Q1 2019

May 16, 2019
BUY
$97.11 - $107.19 $1.63 Million - $1.8 Million
16,794 Added 1393.69%
17,999 $1.82 Million
Q1 2019

May 15, 2019
SELL
$97.11 - $107.19 $1.6 Million - $1.76 Million
-16,445 Reduced 93.17%
1,205 $1.82 Million
Q4 2018

Feb 11, 2019
SELL
$92.14 - $115.32 $188,518 - $235,944
-2,046 Reduced 10.39%
17,650 $1.72 Million
Q3 2018

Nov 13, 2018
SELL
$103.61 - $118.63 $2.17 Million - $2.48 Million
-20,931 Reduced 51.52%
19,696 $2.22 Million
Q2 2018

Aug 15, 2018
SELL
$103.24 - $114.29 $35.5 Million - $39.3 Million
-344,138 Reduced 89.44%
40,627 $4.05 Million
Q2 2018

Aug 15, 2018
SELL
$103.24 - $114.29 $5.5 Million - $6.09 Million
-53,308 Reduced 12.17%
384,765 $4.05 Million
Q2 2018

Aug 14, 2018
BUY
$103.24 - $114.29 $43.1 Million - $47.7 Million
417,708 Added 2051.11%
438,073 $5.06 Million
Q1 2018

May 14, 2018
BUY
$107.01 - $118.77 $400,217 - $444,199
3,740 Added 22.5%
20,365 $2.24 Million
Q4 2017

Feb 13, 2018
BUY
$95.86 - $107.83 $29,524 - $33,211
308 Added 1.89%
16,625 $1.78 Million
Q3 2017

Nov 13, 2017
BUY
$88.42 - $95.51 $1.44 Million - $1.56 Million
16,317
16,317 $1.56 Million

Others Institutions Holding JPM

# of Institutions
4,423
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $601B
  • 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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