A detailed history of Secured Retirement Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 10,393 shares of JPM stock, worth $2.6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
10,393
Previous 10,103 2.87%
Holding current value
$2.6 Million
Previous $2.04 Billion 7.25%
% of portfolio
1.58%
Previous 1.59%

Shares

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

Oct 29, 2024

BUY
$194.9 - $224.8 $56,521 - $65,192
290 Added 2.87%
10,393 $2.19 Billion
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $145,684 - $165,675
809 Added 8.7%
10,103 $2.04 Billion
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $38,597 - $46,269
231 Added 2.55%
9,294 $1.86 Billion
Q4 2023

Feb 16, 2024

BUY
$135.69 - $170.3 $1.23 Million - $1.54 Million
9,063 New
9,063 $1.54 Billion

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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