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 7,122 shares of JPM stock, worth $1.78 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
7,122
Previous 7,082 0.56%
Holding current value
$1.78 Million
Previous $1.43 Million 4.82%
% of portfolio
0.71%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$194.9 - $224.8 $7,796 - $8,992
40 Added 0.56%
7,122 $1.5 Million
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 $733B
  • 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
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.