A detailed history of New World Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New World Advisors LLC holds 2,122 shares of JPM stock, worth $466,373. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,121 0.05%
Holding current value
$466,373
Previous $428,000 4.44%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $194 - $224
1 Added 0.05%
2,122 $447,000
Q2 2024

Aug 02, 2024

SELL
$180.08 - $204.79 $9,904 - $11,263
-55 Reduced 2.53%
2,121 $428,000
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $2,506 - $3,004
-15 Reduced 0.68%
2,176 $435,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $2,306 - $2,895
17 Added 0.78%
2,191 $372,000
Q3 2023

Oct 30, 2023

BUY
$143.21 - $158.0 $28,928 - $31,916
202 Added 10.24%
2,174 $315,000
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $2,931 - $3,345
-23 Reduced 1.15%
1,972 $286,000
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $12,740 - $14,667
102 Added 5.39%
1,995 $259,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $193,010 - $260,931
1,893 New
1,893 $253,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $82,543 - $99,622
-733 Reduced 27.96%
1,889 $211,000
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $94,300 - $123,803
735 Added 38.95%
2,622 $342,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.05%
1,887 $299,000
Q3 2021

Nov 03, 2021

SELL
$146.97 - $166.98 $1.8 Million - $2.05 Million
-12,269 Reduced 86.68%
1,886 $324,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $1.84 Million - $2.08 Million
12,517 Added 764.16%
14,155 $2.2 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $3,684 - $4,161
25 Added 1.55%
1,638 $255,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $91,347 - $114,611
-727 Reduced 31.07%
1,613 $246,000
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $24,135 - $31,767
250 Added 11.96%
2,340 $225,000
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $6,024 - $6,852
-66 Reduced 3.06%
2,090 $205,000
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $90,668 - $122,412
-1,079 Reduced 33.35%
2,156 $210,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $894 - $1,115
8 Added 0.25%
3,235 $451,000
Q3 2019

Nov 05, 2019

BUY
$104.8 - $120.23 $65,500 - $75,143
625 Added 24.02%
3,227 $380,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $137,706 - $152,813
1,316 Added 102.33%
2,602 $291,000
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $124,883 - $137,846
1,286 New
1,286 $130,000

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 $645B
  • 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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