Rocky Mountain Advisers, LLC Jpmorgan Chase & CO Transaction History

Rocky Mountain Advisers, LLC

$122 Million
Q3 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 57,240 shares of JPM stock, worth $14.2 Million. This represents 9.89% of its overall portfolio holdings.

Number of Shares

57,240

Previous 57,240 -0.0%

Holding current value

$14.2 Million

Previous $11.6 Million 4.22%

% of portfolio

9.89%

Previous 10.26%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $28,642 - $31,600	-200 Reduced 0.35%	57,240 $8.3 Million
Q4 2022 Feb 01, 2023	SELL	$101.96 - $137.84 $7,748 - $10,475	-76 Reduced 0.13%	57,440 $7.7 Million
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $518 - $3,014	25 Added 0.04%	57,516 $6.01 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $2.93 Million - $3.53 Million	26,004 Added 82.59%	57,491 $6.47 Million
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $384 - $505	3 Added 0.01%	31,487 $4.29 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $615 - $687	4 Added 0.01%	31,484 $4.99 Million
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $440 - $500	3 Added 0.01%	31,480 $5.15 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $442 - $499	3 Added 0.01%	31,477 $4.9 Million
Q1 2021 Apr 27, 2021	SELL	$125.65 - $157.65 $49,883 - $62,587	-397 Reduced 1.25%	31,474 $4.79 Million
Q4 2020 Jan 22, 2021	BUY	$96.54 - $127.07 $39,774 - $52,352	412 Added 1.31%	31,871 $4.05 Million
Q3 2020 Oct 21, 2020	SELL	$91.28 - $103.82 $9,493 - $10,797	-104 Reduced 0.33%	31,459 $3.03 Million
Q2 2020 Jul 27, 2020	BUY	$84.03 - $113.45 $59,241 - $79,982	705 Added 2.28%	31,563 $2.97 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $2.17 Million - $3.88 Million	27,500 Added 818.94%	30,858 $2.78 Million
Q1 2019 Apr 25, 2019	BUY	$97.11 - $107.19 $194,220 - $214,380	2,000 Added 147.28%	3,358 $340,000
Q4 2018 Jan 22, 2019	BUY	$92.14 - $115.32 $73,712 - $92,256	800 Added 143.37%	1,358 $133,000
Q2 2017 Aug 14, 2017	BUY	N/A	558	558 $51,000

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $729B
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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Rocky Mountain Advisers, LLC Jpmorgan Chase & CO Transaction History