A detailed history of Mutual Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mutual Advisors, LLC holds 105,932 shares of JPM stock, worth $26.3 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
105,932
Previous 105,485 0.42%
Holding current value
$26.3 Million
Previous $21.3 Million 4.65%
% of portfolio
0.64%
Previous 0.65%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $87,120 - $100,485
447 Added 0.42%
105,932 $22.3 Million
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $371,505 - $422,481
2,063 Added 1.99%
105,485 $21.3 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $17,544 - $21,031
-105 Reduced 0.1%
103,422 $20.7 Million
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $1.66 Million - $2.09 Million
12,266 Added 13.44%
103,527 $17.6 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $33,224 - $36,656
232 Added 0.25%
91,261 $13.2 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $596,177 - $680,222
4,677 Added 5.42%
91,029 $13.2 Million
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $180,619 - $207,934
1,446 Added 1.7%
86,352 $11.3 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $287,221 - $388,295
2,817 Added 3.43%
84,906 $0
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $111,237 - $647,032
5,366 Added 6.99%
82,089 $8.58 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $880,047 - $1.06 Million
7,815 Added 11.34%
76,723 $8.64 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $1.09 Million - $1.44 Million
8,532 Added 14.13%
68,908 $9.39 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $158,866 - $177,276
1,032 Added 1.74%
60,376 $9.56 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $1 Million - $1.14 Million
6,834 Added 13.01%
59,344 $9.71 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $703,249 - $794,251
4,772 Added 10.0%
52,510 $8.17 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $63,955 - $80,243
509 Added 1.08%
47,738 $7.27 Million
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $860,171 - $1.13 Million
-8,910 Reduced 15.87%
47,229 $6 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $819,146 - $931,680
8,974 Added 19.03%
56,139 $5.41 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $886,516 - $1.2 Million
10,550 Added 28.81%
47,165 $4.44 Million
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $493,226 - $880,542
6,241 Added 20.55%
36,615 $3.3 Million
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $287,265 - $358,118
2,569 Added 9.24%
30,374 $4.23 Million
Q3 2019

Nov 01, 2019

BUY
$104.8 - $120.23 $139,488 - $160,026
1,331 Added 5.03%
27,805 $3.27 Million
Q2 2019

Aug 15, 2019

SELL
$104.64 - $116.12 $48,762 - $54,111
-466 Reduced 1.73%
26,474 $2.96 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $151,394 - $167,109
1,559 Added 6.14%
26,940 $2.73 Million
Q4 2018

Feb 15, 2019

BUY
$92.14 - $115.32 $159,678 - $199,849
1,733 Added 7.33%
25,381 $2.48 Million
Q3 2018

Nov 15, 2018

BUY
$103.61 - $118.63 $510,486 - $584,490
4,927 Added 26.32%
23,648 $2.67 Million
Q2 2018

Aug 15, 2018

BUY
$103.24 - $114.29 $122,958 - $136,119
1,191 Added 6.79%
18,721 $1.95 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $255,753 - $283,860
2,390 Added 15.79%
17,530 $1.93 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $1.45 Million - $1.63 Million
15,140
15,140 $1.62 Million

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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