Souders Financial Advisors Jpmorgan Chase & CO Transaction History

Souders Financial Advisors

$683 Million
Q3 2024

A detailed history of Souders Financial Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Souders Financial Advisors holds 36,897 shares of JPM stock, worth $8.8 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

36,897

Previous 37,910 2.67%

Holding current value

$8.8 Million

Previous $7.67 Million 1.43%

% of portfolio

1.14%

Previous 1.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $197,433 - $227,722	-1,013 Reduced 2.67%	36,897 $7.78 Million
Q2 2024 Aug 28, 2024	BUY	$180.08 - $204.79 $322,703 - $366,983	1,792 Added 4.96%	37,910 $7.67 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $752,573 - $902,151	-4,504 Reduced 11.09%	36,118 $7.23 Million
Q4 2023 Jan 24, 2024	SELL	$135.69 - $170.3 $63,231 - $79,359	-466 Reduced 1.13%	40,622 $6.91 Million
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $455,694 - $502,756	-3,182 Reduced 7.19%	41,088 $5.96 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $243,340 - $277,644	-1,909 Reduced 4.13%	44,270 $6.44 Million
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $126,159 - $145,238	-1,010 Reduced 2.14%	46,179 $6.02 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $63,113 - $85,322	619 Added 1.33%	47,189 $6.33 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $54,747 - $318,451	2,641 Added 6.01%	46,570 $4.87 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $890,632 - $1.07 Million	7,909 Added 21.96%	43,929 $4.95 Million
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $18,475 - $24,255	-144 Reduced 0.4%	36,020 $4.91 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $342,208 - $381,866	2,223 Added 6.55%	36,164 $5.73 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $172,689 - $196,201	1,175 Added 3.59%	33,941 $5.56 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $84,885 - $95,869	-576 Reduced 1.73%	32,766 $5.1 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $225,793 - $283,297	-1,797 Reduced 5.11%	33,342 $5.08 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $11,874 - $15,629	123 Added 0.35%	35,139 $4.47 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $14,513 - $16,507	-159 Reduced 0.45%	35,016 $4.08 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $478,130 - $645,530	5,690 Added 19.3%	35,175 $3.31 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $2.33 Million - $4.16 Million	29,485 New	29,485 $2.66 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $699B
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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Souders Financial Advisors Jpmorgan Chase & CO Transaction History