A detailed history of Quantum Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 5,980 shares of JPM stock, worth $1.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,980
Previous 4,504 32.77%
Holding current value
$1.25 Million
Previous $766,000 56.27%
% of portfolio
0.3%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $246,624 - $295,642
1,476 Added 32.77%
5,980 $1.2 Million
Q4 2023

Jan 08, 2024

SELL
$135.69 - $170.3 $196,614 - $246,764
-1,449 Reduced 24.34%
4,504 $766,000
Q3 2023

Nov 29, 2023

BUY
$143.21 - $158.0 $223,694 - $246,796
1,562 Added 35.57%
5,953 $863,000
Q1 2023

Apr 07, 2023

BUY
$124.91 - $143.8 $4,621 - $5,320
37 Added 0.85%
4,391 $572,000
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $5,199 - $7,029
51 Added 1.19%
4,354 $0
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $484,560 - $584,820
4,303 New
4,303 $509,000

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 $613B
  • 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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