Signature Estate & Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Signature Estate & Investment Advisors LLC

$3.98 Billion
Q2 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 21,921 shares of JPM stock, worth $4.89 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,921

Previous 5,242 318.18%

Holding current value

$4.89 Million

Previous $1.05 Million 322.59%

% of portfolio

0.11%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $3 Million - $3.42 Million	16,679 Added 318.18%	21,921 $4.43 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $41,939 - $50,275	-251 Reduced 4.57%	5,242 $1.05 Million
Q4 2023 Jan 26, 2024	BUY	$135.69 - $170.3 $65,538 - $82,254	483 Added 9.64%	5,493 $934,000
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $14,750 - $16,274	-103 Reduced 2.01%	5,010 $727,000
Q2 2023 Jul 19, 2023	SELL	$127.47 - $145.44 $11,472 - $13,089	-90 Reduced 1.73%	5,113 $743,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $19,485 - $22,432	156 Added 3.09%	5,203 $677,000
Q4 2022 Jan 11, 2023	SELL	$101.96 - $137.84 $63,928 - $86,425	-627 Reduced 11.05%	5,047 $677,000
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $2,611 - $15,193	-126 Reduced 2.17%	5,674 $593,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $191,774 - $231,454	-1,703 Reduced 22.7%	5,800 $653,000
Q1 2022 Apr 19, 2022	SELL	$128.3 - $168.44 $31.4 Million - $41.3 Million	-245,062 Reduced 97.03%	7,503 $1.02 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $28.8 Million - $32.2 Million	187,351 Added 287.29%	252,565 $40 Million
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $645,345 - $733,209	4,391 Added 7.22%	65,214 $10.7 Million
Q2 2021 Jul 16, 2021	BUY	$147.37 - $166.44 $336,740 - $380,315	2,285 Added 3.9%	60,823 $9.46 Million
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $491,291 - $616,411	-3,910 Reduced 6.26%	58,538 $8.91 Million
Q4 2020 Jan 13, 2021	BUY	$96.54 - $127.07 $52,710 - $69,380	546 Added 0.88%	62,448 $7.94 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $635,126 - $722,379	6,958 Added 12.66%	61,902 $5.96 Million
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $458,803 - $619,437	5,460 Added 11.03%	54,944 $5.17 Million
Q1 2020 May 07, 2020	BUY	$79.03 - $141.09 $277,395 - $495,225	3,510 Added 7.63%	49,484 $4.46 Million
Q4 2019 Oct 09, 2020	BUY	$111.82 - $139.4 $87,778 - $109,429	785 Added 1.74%	45,974 $6.41 Million
Q4 2019 Feb 06, 2020	SELL	$111.82 - $139.4 $115,510 - $144,000	-1,033 Reduced 2.23%	45,189 $6.3 Million
Q3 2019 Oct 09, 2020	SELL	$104.8 - $120.23 $83,211 - $95,462	-794 Reduced 1.69%	46,222 $5.44 Million
Q3 2019 Oct 31, 2019	BUY	$104.8 - $120.23 $267,973 - $307,428	2,557 Added 5.75%	47,016 $5.53 Million
Q2 2019 Oct 09, 2020	BUY	$104.64 - $116.12 $22,288 - $24,733	213 Added 0.48%	44,459 $4.97 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $85,386 - $94,753	816 Added 1.88%	44,246 $4.95 Million
Q1 2019 Oct 13, 2020	BUY	$97.11 - $107.19 $30,006 - $33,121	309 Added 0.72%	43,430 $4.4 Million
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $573,143 - $632,635	5,902 Added 15.86%	43,121 $4.37 Million
Q4 2018 Feb 01, 2019	BUY	$92.14 - $115.32 $2.81 Million - $3.52 Million	30,539 Added 457.17%	37,219 $3.63 Million
Q3 2018 Oct 18, 2018	BUY	$103.61 - $118.63 $226,802 - $259,681	2,189 Added 48.74%	6,680 $754,000
Q2 2018 Jul 24, 2018	BUY	$103.24 - $114.29 $97,355 - $107,775	943 Added 26.58%	4,491 $468,000
Q1 2018 Apr 16, 2018	BUY	$107.01 - $118.77 $88,390 - $98,104	826 Added 30.35%	3,548 $390,000
Q4 2017 Feb 02, 2018	BUY	$95.86 - $107.83 $86,465 - $97,262	902 Added 49.56%	2,722 $291,000
Q3 2017 Nov 07, 2017	SELL	$88.42 - $95.51 $2,741 - $2,960	-31 Reduced 1.67%	1,820 $174,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,851	1,851 $169,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26.1M

Put Options Held

29M

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 $654B
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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Signature Estate & Investment Advisors LLC Jpmorgan Chase & CO Transaction History