A detailed history of Sc&H Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 7,138 shares of JPM stock, worth $1.77 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,138
Previous 7,475 4.51%
Holding current value
$1.77 Million
Previous $1.51 Million 0.46%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $65,681 - $75,757
-337 Reduced 4.51%
7,138 $1.5 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $32,234 - $36,657
179 Added 2.45%
7,475 $1.51 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $47,787 - $57,285
-286 Reduced 3.77%
7,296 $1.46 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $3,392 - $4,257
-25 Reduced 0.33%
7,582 $1.29 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $143 - $158
-1 Reduced 0.01%
7,607 $1.1 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $92,160 - $105,153
723 Added 10.5%
7,608 $1.11 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $16,113 - $18,550
129 Added 1.91%
6,885 $897,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $13,662 - $18,470
-134 Reduced 1.94%
6,756 $906,000
Q3 2022

Nov 09, 2022

SELL
$20.73 - $120.58 $17,205 - $100,081
-830 Reduced 10.75%
6,890 $720,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $80,290 - $96,903
-713 Reduced 8.45%
7,720 $869,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $5,901 - $7,748
-46 Reduced 0.54%
8,433 $1.15 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $1.31 Million - $1.46 Million
8,479 New
8,479 $1.34 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 $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 ...
More about JPM
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