Patriot Financial Group Insurance Agency, LLC Jpmorgan Chase & CO Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 32,848 shares of JPM stock, worth $10.1 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
32,848
Previous 30,624 7.26%
Holding current value
$10.1 Million
Previous $7.51 Million 26.76%
% of portfolio
1.2%
Previous 1.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$210.28 - $289.91 $467,662 - $644,759
2,224 Added 7.26%
32,848 $9.52 Million
Q1 2025

Apr 14, 2025
BUY
$225.19 - $279.95 $25,671 - $31,914
114 Added 0.37%
30,624 $7.51 Million
Q4 2024

Jan 22, 2025
BUY
$205.18 - $250.29 $88,432 - $107,874
431 Added 1.43%
30,510 $7.31 Million
Q3 2024

Oct 24, 2024
BUY
$194.9 - $224.8 $551,567 - $636,184
2,830 Added 10.39%
30,079 $6.34 Million
Q2 2024

Jul 26, 2024
BUY
$180.08 - $204.79 $249,050 - $283,224
1,383 Added 5.35%
27,249 $5.51 Million
Q1 2024

Apr 30, 2024
BUY
$167.09 - $200.3 $208,194 - $249,573
1,246 Added 5.06%
25,866 $5.18 Million
Q4 2023

Jan 19, 2024
BUY
$135.69 - $170.3 $294,582 - $369,721
2,171 Added 9.67%
24,620 $4.19 Million
Q3 2023

Oct 19, 2023
BUY
$143.21 - $158.0 $119,150 - $131,456
832 Added 3.85%
22,449 $3.26 Million
Q2 2023

Jul 17, 2023
BUY
$127.47 - $145.44 $154,366 - $176,127
1,211 Added 5.93%
21,617 $3.14 Million
Q1 2023

Apr 20, 2023
BUY
$124.91 - $143.8 $516,377 - $594,469
4,134 Added 25.41%
20,406 $2.66 Million
Q4 2022

Jan 17, 2023
BUY
$101.96 - $137.84 $127,144 - $171,886
1,247 Added 8.3%
16,272 $0
Q3 2022

Oct 31, 2022
BUY
$20.73 - $120.58 $91,522 - $532,360
4,415 Added 41.61%
15,025 $1.57 Million
Q2 2022

Jul 29, 2022
BUY
$112.61 - $135.91 $78,939 - $95,272
701 Added 7.07%
10,610 $1.2 Million
Q1 2022

May 11, 2022
SELL
$128.3 - $168.44 $276,229 - $362,651
-2,153 Reduced 17.85%
9,909 $1.35 Million
Q4 2021

Jan 10, 2022
SELL
$153.94 - $171.78 $160,867 - $179,510
-1,045 Reduced 7.97%
12,062 $1.91 Million
Q3 2021

Nov 24, 2021
BUY
$146.97 - $166.98 $166,517 - $189,188
1,133 Added 9.46%
13,107 $2.15 Million
Q2 2021

Jul 30, 2021
BUY
$147.37 - $166.44 $116,422 - $131,487
790 Added 7.06%
11,974 $1.86 Million
Q1 2021

Apr 29, 2021
SELL
$125.65 - $157.65 $280,199 - $351,559
-2,230 Reduced 16.62%
11,184 $1.7 Million
Q4 2020

Jan 15, 2021
BUY
$96.54 - $127.07 $293,964 - $386,928
3,045 Added 29.37%
13,414 $1.71 Million
Q3 2020

Oct 21, 2020
BUY
$91.28 - $103.82 $21,085 - $23,982
231 Added 2.28%
10,369 $998,000
Q2 2020

Jul 10, 2020
SELL
$84.03 - $113.45 $562,160 - $758,980
-6,690 Reduced 39.76%
10,138 $954,000
Q1 2020

Apr 15, 2020
BUY
$79.03 - $141.09 $112,933 - $201,617
1,429 Added 9.28%
16,828 $1.52 Million
Q4 2019

Jan 22, 2020
BUY
$111.82 - $139.4 $58,817 - $73,324
526 Added 3.54%
15,399 $2.15 Million
Q3 2019

Oct 25, 2019
BUY
$104.8 - $120.23 $97,988 - $112,415
935 Added 6.71%
14,873 $1.75 Million
Q2 2019

Aug 07, 2019
BUY
$104.64 - $116.12 $219,220 - $243,271
2,095 Added 17.69%
13,938 $1.59 Million
Q1 2019

Apr 29, 2019
BUY
$97.11 - $107.19 $263,750 - $291,128
2,716 Added 29.76%
11,843 $1.2 Million
Q4 2018

Feb 04, 2019
BUY
$92.14 - $115.32 $257,715 - $322,550
2,797 Added 44.19%
9,127 $891,000
Q3 2018

Oct 30, 2018
BUY
$103.61 - $118.63 $311,555 - $356,720
3,007 Added 90.49%
6,330 $714,000
Q2 2018

Aug 14, 2018
SELL
$103.24 - $114.29 $441,763 - $489,046
-4,279 Reduced 56.29%
3,323 $346,000
Q1 2018

May 14, 2018
BUY
$107.01 - $118.77 $80,899 - $89,790
756 Added 11.04%
7,602 $820,000
Q4 2017

Feb 14, 2018
BUY
$95.86 - $107.83 $77,934 - $87,665
813 Added 13.48%
6,846 $745,000
Q3 2017

Oct 26, 2017
BUY
$88.42 - $95.51 $304,253 - $328,649
3,441 Added 132.75%
6,033 $582,000
Q2 2017

Aug 08, 2017
BUY
N/A
2,592
2,592 $242,000

Others Institutions Holding JPM

# of Institutions
5,339
Shares Held
2.09B
Call Options Held
28.8M
Put Options Held
30.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $902B
  • 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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