Source Financial Advisors LLC Jpmorgan Chase & CO Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Source Financial Advisors LLC holds 17,213 shares of JPM stock, worth $3.78 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

17,213

Previous 17,211 0.01%

Holding current value

$3.78 Million

Previous $3.48 Million 4.22%

% of portfolio

1.08%

Previous 1.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$194.9 - $224.8 $389 - $449	2 Added 0.01%	17,213 $3.63 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $84,277 - $95,841	-468 Reduced 2.65%	17,211 $3.48 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $1.61 Million - $1.93 Million	-9,642 Reduced 35.29%	17,679 $3.54 Million
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $274,365 - $344,346	-2,022 Reduced 6.89%	27,321 $4.65 Million
Q3 2023 Oct 26, 2023	SELL	$143.21 - $158.0 $170,849 - $188,494	-1,193 Reduced 3.91%	29,343 $4.26 Million
Q2 2023 Jul 24, 2023	SELL	$127.47 - $145.44 $725,941 - $828,280	-5,695 Reduced 15.72%	30,536 $4.44 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $431,189 - $496,397	-3,452 Reduced 8.7%	36,231 $4.72 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $188,524 - $254,866	1,849 Added 4.89%	39,683 $5.32 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $2,881 - $16,760	-139 Reduced 0.37%	37,834 $3.95 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $21,621 - $26,094	192 Added 0.51%	37,973 $4.28 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $289,958 - $380,674	2,260 Added 6.36%	37,781 $5.15 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $196,427 - $219,191	-1,276 Reduced 3.47%	35,521 $5.63 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $943,547 - $1.07 Million	-6,420 Reduced 14.86%	36,797 $6.02 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $7,515 - $8,488	-51 Reduced 0.12%	43,217 $6.72 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $434,623 - $545,311	-3,459 Reduced 7.4%	43,268 $6.59 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $4.51 Million - $5.94 Million	46,727 New	46,727 $5.94 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

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 $645B
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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Source Financial Advisors LLC Jpmorgan Chase & CO Transaction History