A detailed history of Resurgent Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 20,535 shares of JPM stock, worth $4.89 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
20,535
Previous 20,325 1.03%
Holding current value
$4.89 Million
Previous $4.11 Million 5.3%
% of portfolio
2.55%
Previous 2.52%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $40,929 - $47,208
210 Added 1.03%
20,535 $4.33 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $127,136 - $144,581
-706 Reduced 3.36%
20,325 $4.11 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $3,675 - $4,406
22 Added 0.1%
21,031 $4.21 Million
Q4 2023

Feb 09, 2024

SELL
$135.69 - $170.3 $9,362 - $11,750
-69 Reduced 0.33%
21,009 $3.57 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $37,091 - $40,922
259 Added 1.24%
21,078 $3.06 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $43,594 - $49,740
342 Added 1.67%
20,819 $3.03 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $307,403 - $353,891
-2,461 Reduced 10.73%
20,477 $2.67 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $48,125 - $65,060
472 Added 2.1%
22,938 $3.08 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $40,858 - $237,663
1,971 Added 9.62%
22,466 $2.35 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $152,248 - $183,750
1,352 Added 7.06%
20,495 $2.31 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $389,518 - $511,383
3,036 Added 18.85%
19,143 $2.61 Million
Q4 2021

May 16, 2022

BUY
$153.94 - $171.78 $2.48 Million - $2.77 Million
16,107 New
16,107 $2.55 Million

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 $699B
  • 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
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