A detailed history of Srs Capital Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 9,599 shares of JPM stock, worth $2.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,599
Previous 9,707 1.11%
Holding current value
$2.35 Million
Previous $1.96 Million 3.06%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 06, 2024

SELL
$194.9 - $224.8 $21,049 - $24,278
-108 Reduced 1.11%
9,599 $2.02 Million
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $484,055 - $550,475
2,688 Added 38.3%
9,707 $1.96 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $22,222 - $26,639
-133 Reduced 1.86%
7,019 $1.41 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $7,055 - $8,855
-52 Reduced 0.72%
7,152 $1.22 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $33,511 - $36,972
-234 Reduced 3.15%
7,204 $1.04 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $53,537 - $61,084
420 Added 5.98%
7,438 $1.08 Million
Q1 2023

May 16, 2023

SELL
$124.91 - $143.8 $22,109 - $25,452
-177 Reduced 2.46%
7,018 $914,000
Q4 2022

Feb 24, 2023

BUY
$101.96 - $137.84 $2,854 - $3,859
28 Added 0.39%
7,195 $964,000
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $3,441 - $20,016
166 Added 2.37%
7,167 $749,000
Q2 2022

Aug 22, 2022

BUY
$112.61 - $135.91 $75,110 - $90,651
667 Added 10.53%
7,001 $788,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $31,176 - $40,930
243 Added 3.99%
6,334 $863,000
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $95,442 - $106,503
620 Added 11.33%
6,091 $964,000
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $26,160 - $29,722
-178 Reduced 3.15%
5,471 $896,000
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $72,653 - $82,054
493 Added 9.56%
5,649 $879,000
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $9,750 - $12,834
101 Added 2.0%
5,156 $655,000
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $16,065 - $18,272
176 Added 3.61%
5,055 $487,000
Q2 2020

Aug 06, 2020

SELL
$84.03 - $113.45 $42,603 - $57,519
-507 Reduced 9.41%
4,879 $459,000
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $29,399 - $52,485
372 Added 7.42%
5,386 $485,000
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $36,453 - $45,444
-326 Reduced 6.1%
5,014 $699,000
Q3 2019

Nov 01, 2019

SELL
$104.8 - $120.23 $8,384 - $9,618
-80 Reduced 1.48%
5,340 $628,000
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $56,505 - $62,704
-540 Reduced 9.06%
5,420 $606,000
Q4 2018

Feb 06, 2019

BUY
$92.14 - $115.32 $99,326 - $124,314
1,078 Added 22.08%
5,960 $582,000
Q3 2018

Nov 06, 2018

SELL
$103.61 - $118.63 $121,948 - $139,627
-1,177 Reduced 19.43%
4,882 $551,000
Q2 2018

Aug 21, 2018

BUY
$103.24 - $114.29 $116,248 - $128,690
1,126 Added 22.83%
6,059 $631,000
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $25,040 - $27,792
234 Added 4.98%
4,933 $542,000
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $1,917 - $2,156
20 Added 0.43%
4,699 $502,000
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $413,717 - $446,891
4,679
4,679 $446,000

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 $719B
  • 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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