N.E.W. Advisory Services LLC Jpmorgan Chase & CO Transaction History

N.E.W. Advisory Services LLC

$899 Million
Q1 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 9,259 shares of JPM stock, worth $1.9 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,259

Previous 9,758 5.11%

Holding current value

$1.9 Million

Previous $1.66 Million 11.75%

% of portfolio

0.21%

Previous 0.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $83,377 - $99,949	-499 Reduced 5.11%	9,259 $1.85 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $20,896 - $26,226	-154 Reduced 1.55%	9,758 $1.66 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $1,718 - $1,896	12 Added 0.12%	9,912 $1.44 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $2,039 - $2,327	-16 Reduced 0.16%	9,900 $1.44 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $1,998 - $2,300	16 Added 0.16%	9,916 $1.29 Million

Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $512,960 - $693,473	5,031 Added 103.33%	9,900 $1.33 Million
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $113,807 - $661,984	-5,490 Reduced 53.0%	4,869 $509,000
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $35,922 - $43,355	319 Added 3.18%	10,359 $1.17 Million
Q1 2022 Apr 11, 2022	SELL	$128.3 - $168.44 $33,999 - $44,636	-265 Reduced 2.57%	10,040 $1.53 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $1,077 - $1,202	7 Added 0.07%	10,305 $1.63 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $6,907 - $7,848	47 Added 0.46%	10,298 $1.69 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $34,926 - $39,446	237 Added 2.37%	10,251 $1.6 Million
Q1 2021 Apr 14, 2021	BUY	$125.65 - $157.65 $89,588 - $112,404	713 Added 7.67%	10,014 $1.54 Million
Q4 2020 Jan 14, 2021	SELL	$96.54 - $127.07 $7,143 - $9,403	-74 Reduced 0.79%	9,301 $1.18 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $5,020 - $5,710	-55 Reduced 0.58%	9,375 $902,000
Q2 2020 Jul 09, 2020	BUY	$84.03 - $113.45 $105,625 - $142,606	1,257 Added 15.38%	9,430 $887,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $913,904 - $1.14 Million	8,173 New	8,173 $1.14 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

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 ...

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N.E.W. Advisory Services LLC Jpmorgan Chase & CO Transaction History