A detailed history of Rise Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rise Advisors, LLC holds 3,183 shares of JPM stock, worth $705,002. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,183
Previous 3,168 0.47%
Holding current value
$705,002
Previous $640,000 4.69%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Oct 11, 2024

BUY
$194.9 - $224.8 $2,923 - $3,372
15 Added 0.47%
3,183 $670,000
Q2 2024

Jul 09, 2024

SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 0.78%
3,168 $640,000
Q1 2024

Apr 09, 2024

BUY
$167.09 - $200.3 $241,445 - $289,433
1,445 Added 82.67%
3,193 $639,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $64,317 - $80,722
474 Added 37.21%
1,748 $297,000
Q3 2023

Oct 10, 2023

SELL
$143.21 - $158.0 $24,059 - $26,544
-168 Reduced 11.65%
1,274 $184,000
Q2 2023

Jul 10, 2023

SELL
$127.47 - $145.44 $20,012 - $22,834
-157 Reduced 9.82%
1,442 $209,000
Q1 2023

Apr 05, 2023

SELL
$124.91 - $143.8 $73,696 - $84,842
-590 Reduced 26.95%
1,599 $208,000
Q4 2022

Jan 06, 2023

BUY
$101.96 - $137.84 $4,792 - $6,478
47 Added 2.19%
2,189 $0
Q3 2022

Oct 11, 2022

BUY
$20.73 - $120.58 $228 - $1,326
11 Added 0.52%
2,142 $224,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $21,395 - $25,822
190 Added 9.79%
2,131 $240,000
Q1 2022

Apr 22, 2022

BUY
$128.3 - $168.44 $50,421 - $66,196
393 Added 25.39%
1,941 $265,000
Q4 2021

Feb 24, 2022

BUY
$153.94 - $171.78 $238,299 - $265,915
1,548 New
1,548 $245 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 $650B
  • 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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