Resonant Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Resonant Capital Advisors, LLC

$1.34 Billion
Q3 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 32,594 shares of JPM stock, worth $8 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

32,594

Previous 32,348 0.76%

Holding current value

$8 Million

Previous $6.54 Million 5.01%

% of portfolio

0.51%

Previous 0.54%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $47,945 - $55,300	246 Added 0.76%	32,594 $6.87 Million
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

4,610

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $720B
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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Resonant Capital Advisors, LLC Jpmorgan Chase & CO Transaction History