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 21,031 shares of JPM stock, worth $4.31 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
21,031
Previous 21,009 0.1%
Holding current value
$4.31 Million
Previous $3.57 Million 17.88%
% of portfolio
2.17%
Previous 2.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $602B
  • 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

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.