Strategic Investment Advisors Jpmorgan Chase & CO Transaction History

Strategic Investment Advisors

$777 Million
Q1 2024

A detailed history of Strategic Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Investment Advisors holds 14,148 shares of JPM stock, worth $2.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

14,148

Previous 14,301 1.07%

Holding current value

$2.9 Million

Previous $2.43 Million 16.49%

% of portfolio

0.36%

Previous 0.35%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $25,564 - $30,645	-153 Reduced 1.07%	14,148 $2.83 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $444,520 - $557,902	3,276 Added 29.71%	14,301 $2.43 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $1.58 Million - $1.74 Million	11,025 New	11,025 $1.6 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $137,276 - $158,036	1,099 Added 8.76%	13,639 $1.78 Million
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $191,582 - $259,001	1,879 Added 17.62%	12,540 $0

Q3 2022 Oct 27, 2022	SELL	$20.73 - $120.58 $110,014 - $639,918	-5,307 Reduced 33.24%	10,661 $1.11 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $468,119 - $564,977	4,157 Added 35.2%	15,968 $1.8 Million
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $44,263 - $58,111	345 Added 3.01%	11,811 $1.61 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $165,485 - $184,663	1,075 Added 10.35%	11,466 $1.82 Million
Q3 2021 Oct 19, 2021	SELL	$146.97 - $166.98 $34,244 - $38,906	-233 Reduced 2.19%	10,391 $1.7 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $352,951 - $398,623	2,395 Added 29.1%	10,624 $1.65 Million
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $35,056 - $43,984	-279 Reduced 3.28%	8,229 $1.25 Million
Q4 2020 Jan 13, 2021	SELL	$96.54 - $127.07 $40,739 - $53,623	-422 Reduced 4.73%	8,508 $1.08 Million
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $181,647 - $206,601	1,990 Added 28.67%	8,930 $832,000
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $13,948 - $18,832	166 Added 2.45%	6,940 $653,000
Q1 2020 Apr 13, 2020	BUY	$79.03 - $141.09 $14,225 - $25,396	180 Added 2.73%	6,774 $610,000
Q4 2019 Jan 23, 2020	BUY	$111.82 - $139.4 $218,943 - $272,945	1,958 Added 42.23%	6,594 $919,000
Q3 2019 Oct 25, 2019	BUY	$104.8 - $120.23 $236,743 - $271,599	2,259 Added 95.04%	4,636 $546,000
Q2 2019 Jul 23, 2019	BUY	$104.64 - $116.12 $5,755 - $6,386	55 Added 2.37%	2,377 $260,000
Q1 2019 Apr 30, 2019	BUY	$97.11 - $107.19 $22,723 - $25,082	234 Added 11.21%	2,322 $235,000
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $192,388 - $240,788	2,088 New	2,088 $204,000

Others Institutions Holding JPM

# of Institutions

4,436

Shares Held

1.98B

Call Options Held

40.5M

Put Options Held

32.6M

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 $601B
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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Strategic Investment Advisors Jpmorgan Chase & CO Transaction History