A detailed history of Regal Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Regal Investment Advisors LLC holds 16,461 shares of JPM stock, worth $3.99 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,461
Previous 30,528 46.08%
Holding current value
$3.99 Million
Previous $6.17 Million 43.81%
% of portfolio
0.25%
Previous 0.41%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $2.74 Million - $3.16 Million
-14,067 Reduced 46.08%
16,461 $3.47 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $20,529 - $23,346
-114 Reduced 0.37%
30,528 $6.17 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $290,569 - $348,321
-1,739 Reduced 5.37%
30,642 $6.14 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $1.18 Million - $1.48 Million
8,677 Added 36.61%
32,381 $5.51 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $270,380 - $298,304
1,888 Added 8.65%
23,704 $3.44 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $161,377 - $184,127
1,266 Added 6.16%
21,816 $3.17 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $934,076 - $1.08 Million
-7,478 Reduced 26.68%
20,550 $2.68 Million
Q4 2022

Mar 01, 2023

SELL
$101.96 - $137.84 $123,983 - $167,613
-1,216 Reduced 4.16%
28,028 $3.76 Million
Q3 2022

Nov 15, 2022

SELL
$20.73 - $120.58 $5,514 - $32,074
-266 Reduced 0.9%
29,244 $3.06 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $121,168 - $146,239
1,076 Added 3.78%
29,510 $3.32 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $518,973 - $681,339
-4,045 Reduced 12.45%
28,434 $3.88 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $289,561 - $323,118
-1,881 Reduced 5.47%
32,479 $5.14 Million
Q3 2021

Nov 05, 2021

BUY
$146.97 - $166.98 $410,928 - $466,876
2,796 Added 8.86%
34,360 $5.62 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $4.65 Million - $5.25 Million
31,564 New
31,564 $4.91 Million
Q1 2021

May 12, 2021

SELL
$125.65 - $157.65 $4.08 Million - $5.13 Million
-32,509 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $3.14 Million - $4.13 Million
32,509 New
32,509 $4.13 Million
Q3 2020

Nov 13, 2020

SELL
$91.28 - $103.82 $1.61 Million - $1.83 Million
-17,590 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $1.48 Million - $2 Million
17,590 New
17,590 $1.66 Million
Q1 2020

May 12, 2020

SELL
$79.03 - $141.09 $1.03 Million - $1.84 Million
-13,020 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $146,148 - $182,195
1,307 Added 11.16%
13,020 $1.82 Million
Q3 2019

Nov 15, 2019

SELL
$104.8 - $120.23 $124,397 - $142,713
-1,187 Reduced 9.2%
11,713 $1.38 Million
Q2 2019

Jul 26, 2019

BUY
$104.64 - $116.12 $86,432 - $95,915
826 Added 6.84%
12,900 $1.44 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $37,484 - $41,375
386 Added 3.3%
12,074 $1.22 Million
Q4 2018

Feb 04, 2019

BUY
$92.14 - $115.32 $445,865 - $558,033
4,839 Added 70.65%
11,688 $1.14 Million
Q3 2018

Nov 05, 2018

SELL
$103.61 - $118.63 $52,115 - $59,670
-503 Reduced 6.84%
6,849 $773,000
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $399,229 - $441,959
-3,867 Reduced 34.47%
7,352 $766,000
Q1 2018

Apr 25, 2018

BUY
$107.01 - $118.77 $97,700 - $108,437
913 Added 8.86%
11,219 $1.23 Million
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $42,370 - $47,660
442 Added 4.48%
10,306 $1.1 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $872,174 - $942,110
9,864
9,864 $942,000

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 $711B
  • 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 Regal Investment Advisors LLC Portfolio

Follow Regal 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.