Stokes Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Stokes Capital Advisors, LLC

$382 Million
Q3 2024

A detailed history of Stokes Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 45,873 shares of JPM stock, worth $10.1 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

45,873

Previous 44,299 3.55%

Holding current value

$10.1 Million

Previous $8.96 Million 7.92%

% of portfolio

2.53%

Previous 2.54%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $306,772 - $353,835	1,574 Added 3.55%	45,873 $9.67 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $165,673 - $188,406	-920 Reduced 2.03%	44,299 $8.96 Million
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $63,160 - $75,713	-378 Reduced 0.83%	45,219 $9.06 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $59,974 - $75,272	-442 Reduced 0.96%	45,597 $7.76 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $77,906 - $85,952	544 Added 1.2%	46,039 $6.68 Million
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $4,716 - $5,381	37 Added 0.08%	45,495 $6.62 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $29,478 - $33,936	236 Added 0.52%	45,458 $5.92 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $9,686 - $13,094	95 Added 0.21%	45,222 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $59,764 - $347,632	2,883 Added 6.82%	45,127 $4.72 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $46,958 - $56,674	417 Added 1.0%	42,244 $4.76 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $514,354 - $675,275	4,009 Added 10.6%	41,827 $5.7 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $91,748 - $102,380	596 Added 1.6%	37,818 $5.99 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $241,324 - $274,181	1,642 Added 4.61%	37,222 $6.09 Million
Q2 2021 Jul 14, 2021	BUY	$147.37 - $166.44 $1.22 Million - $1.38 Million	8,284 Added 30.35%	35,580 $5.53 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $112,205 - $140,781	893 Added 3.38%	27,296 $4.16 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $58,889 - $77,512	610 Added 2.36%	26,403 $3.36 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $2.01 Million - $2.29 Million	22,028 Added 585.07%	25,793 $2.48 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $316,372 - $427,139	3,765 New	3,765 $354,000

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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Stokes Capital Advisors, LLC Jpmorgan Chase & CO Transaction History