Pfg Advisors Jpmorgan Chase & CO Transaction History

Pfg Advisors

$1.45 Billion
Q2 2024

A detailed history of Pfg Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pfg Advisors holds 37,494 shares of JPM stock, worth $7.92 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

37,494

Previous 36,871 1.69%

Holding current value

$7.92 Million

Previous $7.39 Million 2.68%

% of portfolio

0.52%

Previous 0.55%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$180.08 - $204.79 $112,189 - $127,584	623 Added 1.69%	37,494 $7.58 Million
Q1 2024 May 06, 2024	SELL	$167.09 - $200.3 $111,281 - $133,399	-666 Reduced 1.77%	36,871 $7.39 Million
Q4 2023 Jan 19, 2024	BUY	$135.69 - $170.3 $238,678 - $299,557	1,759 Added 4.92%	37,537 $6.39 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $2.57 Million - $2.83 Million	-17,922 Reduced 33.37%	35,778 $5.19 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $25,239 - $28,797	198 Added 0.37%	53,700 $7.81 Million
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $108,921 - $125,393	872 Added 1.66%	53,502 $6.97 Million
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $539,266 - $729,035	5,289 Added 11.17%	52,630 $7.06 Million
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $79,603 - $463,027	3,840 Added 8.83%	47,341 $4.95 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $295,939 - $357,171	2,628 Added 6.43%	43,501 $4.9 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $415,050 - $544,903	3,235 Added 8.6%	40,873 $5.57 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $64,808 - $72,319	421 Added 1.13%	37,638 $5.96 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $137,269 - $155,959	934 Added 2.57%	37,217 $6.09 Million
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $67,200 - $75,896	456 Added 1.27%	36,283 $5.64 Million
Q1 2021 Apr 27, 2021	BUY	$125.65 - $157.65 $1.86 Million - $2.34 Million	14,820 Added 70.55%	35,827 $5.45 Million
Q4 2020 Jan 26, 2021	SELL	$96.54 - $127.07 $8,012 - $10,546	-83 Reduced 0.39%	21,007 $2.67 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $97,669 - $111,087	1,070 Added 5.34%	21,090 $2.1 Million
Q2 2020 Jul 16, 2020	BUY	$84.03 - $113.45 $57,728 - $77,940	687 Added 3.55%	20,020 $1.93 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $31,770 - $56,718	-402 Reduced 2.04%	19,333 $1.77 Million
Q4 2019 Jan 14, 2020	BUY	$111.82 - $139.4 $248,911 - $310,304	2,226 Added 12.71%	19,735 $2.7 Million
Q3 2019 Oct 15, 2019	BUY	$104.8 - $120.23 $75,875 - $87,046	724 Added 4.31%	17,509 $1.97 Million
Q2 2019 Aug 05, 2019	BUY	$104.64 - $116.12 $217,337 - $241,181	2,077 Added 14.12%	16,785 $1.95 Million
Q1 2019 May 08, 2019	SELL	$97.11 - $107.19 $91,866 - $101,401	-946 Reduced 6.04%	14,708 $1.71 Million
Q4 2018 Feb 19, 2019	BUY	$92.14 - $115.32 $352,159 - $440,753	3,822 Added 32.3%	15,654 $1.61 Million
Q4 2018 Jan 18, 2019	BUY	$92.14 - $115.32 $1.09 Million - $1.36 Million	11,832 New	11,832 $1.19 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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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