Soltis Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Soltis Investment Advisors LLC

$941 Million
Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 39,042 shares of JPM stock, worth $8.21 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

39,042

Previous 38,712 0.85%

Holding current value

$8.21 Million

Previous $7.75 Million 1.83%

% of portfolio

0.84%

Previous 0.87%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $59,426 - $67,580	330 Added 0.85%	39,042 $7.9 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $997,360 - $1.2 Million	-5,969 Reduced 13.36%	38,712 $7.75 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $1.92 Million - $2.4 Million	-14,122 Reduced 24.02%	44,681 $7.6 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $127,886 - $141,094	-893 Reduced 1.5%	58,803 $8.53 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $520,714 - $594,122	4,085 Added 7.35%	59,696 $8.68 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $934,201 - $1.08 Million	7,479 Added 15.54%	55,611 $7.25 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $791,923 - $1.07 Million	7,767 Added 19.24%	48,132 $6.45 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $182,133 - $1.06 Million	8,786 Added 27.82%	40,365 $4.22 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $699,871 - $844,680	6,215 Added 24.5%	31,579 $3.56 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $668,699 - $877,909	5,212 Added 25.86%	25,364 $3.46 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $181,341 - $202,356	1,178 Added 6.21%	20,152 $3.19 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $118,898 - $135,086	809 Added 4.45%	18,974 $3.11 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $253,623 - $286,443	1,721 Added 10.47%	18,165 $2.83 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $155,303 - $194,855	1,236 Added 8.13%	16,444 $2.5 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $269,636 - $354,906	2,793 Added 22.5%	15,208 $1.93 Million
Q3 2020 Oct 28, 2020	BUY	$91.28 - $103.82 $244,265 - $277,822	2,676 Added 27.48%	12,415 $1.2 Million
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $308,053 - $415,907	3,666 Added 60.37%	9,739 $916,000
Q1 2020 May 07, 2020	BUY	$79.03 - $141.09 $73,972 - $132,060	936 Added 18.22%	6,073 $547,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $574,419 - $716,097	5,137 New	5,137 $716,000

Others Institutions Holding JPM

# of Institutions

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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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Soltis Investment Advisors LLC Jpmorgan Chase & CO Transaction History