A detailed history of Powell Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 7,082 shares of JPM stock, worth $1.5 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
7,082
Previous 7,257 2.41%
Holding current value
$1.5 Million
Previous $1.45 Million 1.45%
% of portfolio
0.75%
Previous 0.78%

Shares

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

Jul 30, 2024

SELL
$180.08 - $204.79 $31,514 - $35,838
-175 Reduced 2.41%
7,082 $1.43 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $457,545 - $526,739
3,663 Added 101.92%
7,257 $945,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $1,223 - $1,654
12 Added 0.34%
3,594 $481,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $4,664 - $27,130
225 Added 6.7%
3,582 $374,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $7,954 - $10,443
62 Added 1.88%
3,357 $458,000
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $17,386 - $31,039
-220 Reduced 6.26%
3,295 $297,000
Q4 2019

Feb 10, 2020

BUY
$111.82 - $139.4 $393,047 - $489,991
3,515 New
3,515 $490,000

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 $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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