Northeast Financial Consultants Inc Jpmorgan Chase & CO Transaction History

Northeast Financial Consultants Inc

$2.25 Billion
Q3 2024

A detailed history of Northeast Financial Consultants Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 169,675 shares of JPM stock, worth $41.6 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

169,675

Previous 169,601 0.04%

Holding current value

$41.6 Million

Previous $34.3 Million 4.26%

% of portfolio

1.59%

Previous 1.59%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$194.9 - $224.8 $14,422 - $16,635	74 Added 0.04%	169,675 $35.8 Million
Q2 2024 Aug 15, 2024	SELL	$180.08 - $204.79 $1.76 Million - $2 Million	-9,751 Reduced 5.44%	169,601 $34.3 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $195,328 - $234,150	1,169 Added 0.66%	179,352 $35.9 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $93,897 - $117,847	-692 Reduced 0.39%	178,183 $30.3 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $150,800 - $166,374	1,053 Added 0.59%	178,875 $25.9 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $194,774 - $222,232	1,528 Added 0.87%	177,822 $25.9 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $4.9 Million - $5.64 Million	39,208 Added 28.6%	176,294 $23 Million
Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $3.5 Million - $4.73 Million	-34,351 Reduced 20.04%	137,086 $18.4 Million
Q3 2022 Nov 15, 2022	SELL	$20.73 - $120.58 $29,871 - $173,755	-1,441 Reduced 0.83%	171,437 $17.9 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $198,981 - $240,152	-1,767 Reduced 1.01%	172,878 $19.5 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $1.17 Million - $1.54 Million	9,127 Added 5.51%	174,645 $23.8 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $218,440 - $243,755	1,419 Added 0.86%	165,518 $26.2 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $206,639 - $234,773	1,406 Added 0.86%	164,099 $26.9 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $361,498 - $408,277	2,453 Added 1.53%	162,693 $25.3 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $5.59 Million - $7.02 Million	44,506 Added 38.46%	160,240 $24.4 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $8.37 Million - $11 Million	-86,740 Reduced 42.84%	115,734 $14.7 Million
Q3 2020 Oct 29, 2020	BUY	$91.28 - $103.82 $912,891 - $1.04 Million	10,001 Added 5.2%	202,474 $19.5 Million
Q2 2020 Jul 30, 2020	BUY	$84.03 - $113.45 $608,377 - $821,378	7,240 Added 3.91%	192,473 $18.1 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $2.27 Million - $4.06 Million	-28,781 Reduced 13.45%	185,233 $16.7 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $961,428 - $1.2 Million	8,598 Added 4.19%	214,014 $29.8 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $1.31 Million - $1.5 Million	12,454 Added 6.45%	205,416 $24.2 Million
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $421,489 - $467,731	4,028 Added 2.13%	192,962 $21.6 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $2.77 Million - $3.06 Million	28,552 Added 17.8%	188,934 $19.1 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $12.8 Million - $16 Million	138,622 Added 637.05%	160,382 $15.7 Million
Q3 2018 Nov 08, 2018	BUY	$103.61 - $118.63 $700,818 - $802,413	6,764 Added 45.11%	21,760 $2.46 Million
Q1 2018 Apr 19, 2018	SELL	$107.01 - $118.77 $107,010 - $118,770	-1,000 Reduced 6.25%	14,996 $1.65 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $78,221 - $87,989	816 Added 5.38%	15,996 $1.71 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $1.34 Million - $1.45 Million	15,180	15,180 $1.45 Million

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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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Northeast Financial Consultants Inc Jpmorgan Chase & CO Transaction History