Resources Investment Advisors, Llc. Jpmorgan Chase & CO Transaction History

Resources Investment Advisors, Llc.

$7.81 Billion
Q2 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 144,588 shares of JPM stock, worth $30 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

144,588

Previous 143,170 0.99%

Holding current value

$30 Million

Previous $28.7 Million 1.98%

% of portfolio

0.37%

Previous 0.46%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $255,353 - $290,392	1,418 Added 0.99%	144,588 $29.2 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $1.23 Million - $1.47 Million	-7,351 Reduced 4.88%	143,170 $28.7 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $2.3 Million - $2.89 Million	16,975 Added 12.71%	150,521 $25.6 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $938,884 - $1.04 Million	6,556 Added 5.16%	133,546 $19.4 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $897,133 - $1.02 Million	7,038 Added 5.87%	126,990 $18.5 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $1.18 Million - $1.36 Million	9,479 Added 8.58%	119,952 $15.6 Million
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $4.36 Million - $5.9 Million	42,792 Added 63.23%	110,473 $14.8 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $321,791 - $1.87 Million	15,523 Added 29.76%	67,681 $7.07 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $108,893 - $131,424	967 Added 1.89%	52,158 $5.87 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $463,804 - $608,910	3,615 Added 7.6%	51,191 $6.98 Million
Q4 2021 Feb 23, 2022	BUY	$153.94 - $171.78 $436,881 - $487,511	2,838 Added 6.34%	47,576 $7.53 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $284,827 - $323,607	1,938 Added 4.53%	44,738 $7.32 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $182,886 - $206,552	1,241 Added 2.99%	42,800 $6.66 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $249,666 - $313,250	-1,987 Reduced 4.56%	41,559 $6.33 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $62,751 - $82,595	650 Added 1.52%	43,546 $5.53 Million
Q3 2020 Oct 09, 2020	SELL	$91.28 - $103.82 $497,932 - $566,338	-5,455 Reduced 11.28%	42,896 $4.13 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $218,141 - $294,516	2,596 Added 5.67%	48,351 $4.55 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $392,621 - $700,935	4,968 Added 12.18%	45,755 $4.12 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $70,446 - $87,822	-630 Reduced 1.52%	40,787 $5.69 Million
Q3 2019 Nov 08, 2019	SELL	$104.8 - $120.23 $902,642 - $1.04 Million	-8,613 Reduced 17.22%	41,417 $4.87 Million
Q2 2019 Aug 12, 2019	BUY	$104.64 - $116.12 $943,434 - $1.05 Million	9,016 Added 21.98%	50,030 $0
Q1 2019 May 10, 2019	BUY	$97.11 - $107.19 $247,144 - $272,798	2,545 Added 6.62%	41,014 $0
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $2.88 Million - $3.61 Million	31,278 Added 434.96%	38,469 $3.76 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $85,374 - $97,751	824 Added 12.94%	7,191 $812,000
Q2 2018 Aug 15, 2018	BUY	$103.24 - $114.29 $97,458 - $107,889	944 Added 17.41%	6,367 $663,000
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $95,024 - $105,467	888 Added 19.58%	5,423 $596,000
Q4 2017 Jan 31, 2018	BUY	$95.86 - $107.83 $323,910 - $364,357	3,379 Added 292.3%	4,535 $485,000
Q3 2017 Nov 13, 2017	SELL	$88.42 - $95.51 $274,897 - $296,940	-3,109 Reduced 72.9%	1,156 $110,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,265	4,265 $389,000

Others Institutions Holding JPM

# of Institutions

4,532

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 $609B
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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Resources Investment Advisors, Llc. Jpmorgan Chase & CO Transaction History