Resonant Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Resonant Capital Advisors, LLC

$1.22 Billion
Q2 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 32,348 shares of JPM stock, worth $6.83 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

32,348

Previous 29,304 10.39%

Holding current value

$6.83 Million

Previous $5.87 Million 11.47%

% of portfolio

0.54%

Previous 0.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$180.08 - $204.79 $548,163 - $623,380	3,044 Added 10.39%	32,348 $6.54 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $252,974 - $303,254	1,514 Added 5.45%	29,304 $5.87 Million
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $239,899 - $301,090	-1,768 Reduced 5.98%	27,790 $4.73 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $70,459 - $77,736	-492 Reduced 1.64%	29,558 $4.29 Million
Q2 2023 Jul 25, 2023	SELL	$127.47 - $145.44 $47,801 - $54,540	-375 Reduced 1.23%	30,050 $4.37 Million
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $59,082 - $68,017	-473 Reduced 1.53%	30,425 $3.96 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $380,820 - $514,832	3,735 Added 13.75%	30,898 $0
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $14,863 - $86,455	-717 Reduced 2.57%	27,163 $2.84 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $119,817 - $144,608	1,064 Added 3.97%	27,880 $3.14 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $179,235 - $235,310	1,397 Added 5.5%	26,816 $3.63 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $261,236 - $291,510	1,697 Added 7.15%	25,419 $4.03 Million
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $517,481 - $587,936	3,521 Added 17.43%	23,722 $3.88 Million
Q2 2021 Jul 16, 2021	SELL	$147.37 - $166.44 $6,779 - $7,656	-46 Reduced 0.23%	20,201 $3.14 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $135,325 - $169,789	1,077 Added 5.62%	20,247 $3.08 Million
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $83,507 - $109,915	865 Added 4.73%	19,170 $2.44 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $42,810 - $48,691	469 Added 2.63%	18,305 $1.76 Million
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $439,140 - $592,889	-5,226 Reduced 22.66%	17,836 $1.68 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $222,785 - $397,732	2,819 Added 13.93%	23,062 $2.08 Million
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $2.26 Million - $2.82 Million	20,243 New	20,243 $2.82 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Resonant Capital Advisors, LLC with notifications on news.

Account

Resonant Capital Advisors, LLC Jpmorgan Chase & CO Transaction History