A detailed history of Schechter Investment Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 44,516 shares of JPM stock, worth $11.1 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
44,516
Previous 45,087 1.27%
Holding current value
$11.1 Million
Previous $9.12 Million 2.9%
% of portfolio
0.94%
Previous 0.93%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $111,287 - $128,360
-571 Reduced 1.27%
44,516 $9.38 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $69,871 - $79,458
-388 Reduced 0.85%
45,087 $9.12 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $10,359 - $12,418
-62 Reduced 0.14%
45,475 $9.11 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $3,527 - $4,427
26 Added 0.06%
45,537 $7.75 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $93,659 - $103,332
654 Added 1.46%
45,511 $6.6 Million
Q2 2023

Jul 26, 2023

BUY
$127.47 - $145.44 $97,259 - $110,970
763 Added 1.73%
44,857 $6.52 Million
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $65,452 - $75,351
524 Added 1.2%
44,094 $5.75 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $123,881 - $167,475
1,215 Added 2.87%
43,570 $5.84 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $76,701 - $446,146
3,700 Added 9.57%
42,355 $4.43 Million
Q2 2022

Nov 03, 2022

BUY
$112.61 - $135.91 $4.35 Million - $5.25 Million
38,655 New
38,655 $4.35 Million
Q1 2022

Nov 18, 2022

SELL
$128.3 - $168.44 $1.01 Million - $1.32 Million
-7,846 Reduced 18.52%
34,509 $4.7 Million
Q4 2021

Dec 27, 2022

SELL
$153.94 - $171.78 $253,539 - $282,921
-1,647 Reduced 3.89%
40,708 $6.45 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 $733B
  • 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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