A detailed history of Ss&H Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ss&H Financial Advisors, Inc. holds 105,611 shares of JPM stock, worth $21.9 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
105,611
Previous 106,886 1.19%
Holding current value
$21.9 Million
Previous $18.2 Million 16.35%
% of portfolio
8.81%
Previous 7.71%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $213,039 - $255,382
-1,275 Reduced 1.19%
105,611 $21.2 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $135 - $170
-1 Reduced -0.0%
106,886 $18.2 Million
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $133,614 - $147,414
-933 Reduced 0.87%
106,887 $15.5 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $566,341 - $651,989
4,534 Added 4.39%
107,820 $14.1 Million
Q2 2022

Jul 14, 2022

SELL
$112.61 - $135.91 $3,490 - $4,213
-31 Reduced 0.03%
103,286 $11.6 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $13.3 Million - $17.4 Million
103,317 New
103,317 $14.1 Million

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 $609B
  • 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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