Regal Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

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 $4.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

16,461

Previous 30,528 46.08%

Holding current value

$4.09 Million

Previous $6.17 Million 43.81%

% of portfolio

0.25%

Previous 0.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
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 ...

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Regal Investment Advisors LLC Jpmorgan Chase & CO Transaction History