A detailed history of Operose Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Operose Advisors LLC holds 3,523 shares of JPM stock, worth $774,284. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,523
Previous 4,006 12.06%
Holding current value
$774,284
Previous $802,000 11.22%
% of portfolio
0.25%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $86,978 - $98,913
-483 Reduced 12.06%
3,523 $712,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $346,711 - $415,622
2,075 Added 107.46%
4,006 $802,000
Q4 2023

Feb 12, 2024

SELL
$135.69 - $170.3 $181,824 - $228,202
-1,340 Reduced 40.97%
1,931 $328,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $289,427 - $319,318
2,021 Added 161.68%
3,271 $474,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $40,917 - $46,686
321 Added 34.55%
1,250 $181,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $10,196 - $13,784
-100 Reduced 9.72%
929 $124,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $158,404 - $176,761
1,029 New
1,029 $163,000

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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