Resurgent Financial Advisors LLC Jpmorgan Chase & CO Transaction History

Resurgent Financial Advisors LLC

$174 Million
Q2 2025

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 20,015 shares of JPM stock, worth $5.98 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

20,015

Previous 19,522 2.53%

Holding current value

$5.98 Million

Previous $4.79 Million 21.18%

% of portfolio

3.34%

Previous 2.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$210.28 - $289.91 $103,668 - $142,925	493 Added 2.53%	20,015 $5.8 Million
Q1 2025 May 05, 2025	SELL	$225.19 - $279.95 $89,175 - $110,860	-396 Reduced 1.99%	19,522 $4.79 Million
Q4 2024 Feb 13, 2025	SELL	$205.18 - $250.29 $126,596 - $154,428	-617 Reduced 3.0%	19,918 $4.77 Million
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

# of Institutions

5,350

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

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 $876B
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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Resurgent Financial Advisors LLC Jpmorgan Chase & CO Transaction History