A detailed history of Toth Financial Advisory Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Toth Financial Advisory Corp holds 1,715 shares of JPM stock, worth $428,389. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,715
Previous 1,768 3.0%
Holding current value
$428,389
Previous $357,000 1.12%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 21, 2024

SELL
$194.9 - $224.8 $10,329 - $11,914
-53 Reduced 3.0%
1,715 $361,000
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $26,831 - $30,513
149 Added 9.2%
1,768 $357,000
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $8,688 - $10,415
52 Added 3.32%
1,619 $324,000
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $8,162 - $9,006
57 Added 3.77%
1,567 $227,000
Q2 2023

Jul 24, 2023

SELL
$127.47 - $145.44 $5,608 - $6,399
-44 Reduced 2.83%
1,510 $219,000
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $14,114 - $16,249
113 Added 7.84%
1,554 $202,000
Q4 2022

Jan 24, 2023

SELL
$101.96 - $137.84 $17,639 - $23,846
-173 Reduced 10.72%
1,441 $0
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $4,291 - $24,960
207 Added 14.71%
1,614 $169,000
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $2,364 - $2,854
21 Added 1.52%
1,407 $158,000
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $128 - $168
1 Added 0.07%
1,386 $189,000
Q3 2021

Oct 20, 2021

BUY
$146.97 - $166.98 $4,996 - $5,677
34 Added 2.52%
1,385 $227,000
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.07%
1,351 $210,000
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $13,570 - $17,026
108 Added 8.7%
1,350 $206,000
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $96 - $127
1 Added 0.08%
1,242 $158,000
Q3 2020

Oct 16, 2020

SELL
$91.28 - $103.82 $2,920 - $3,322
-32 Reduced 2.51%
1,241 $119,000
Q2 2020

Jul 14, 2020

SELL
$84.03 - $113.45 $24,032 - $32,446
-286 Reduced 18.35%
1,273 $119,000
Q1 2020

Apr 20, 2020

BUY
$79.03 - $141.09 $79 - $141
1 Added 0.06%
1,559 $140,000
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $52,219 - $65,099
-467 Reduced 23.06%
1,558 $217,000
Q3 2019

Oct 15, 2019

SELL
$104.8 - $120.23 $8,908 - $10,219
-85 Reduced 4.03%
2,025 $238,000
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $941 - $1,045
9 Added 0.43%
2,110 $236,000
Q1 2019

Apr 15, 2019

BUY
$97.11 - $107.19 $971 - $1,071
10 Added 0.48%
2,101 $213,000
Q4 2018

Jan 22, 2019

BUY
$92.14 - $115.32 $921 - $1,153
10 Added 0.48%
2,091 $204,000
Q3 2018

Oct 15, 2018

SELL
$103.61 - $118.63 $5,594 - $6,406
-54 Reduced 2.53%
2,081 $235,000
Q2 2018

Jul 23, 2018

SELL
$103.24 - $114.29 $30,249 - $33,486
-293 Reduced 12.07%
2,135 $222,000
Q1 2018

Apr 25, 2018

BUY
$107.01 - $118.77 $749 - $831
7 Added 0.29%
2,428 $267,000
Q4 2017

Feb 06, 2018

BUY
$95.86 - $107.83 $31,346 - $35,260
327 Added 15.62%
2,421 $259,000
Q3 2017

Oct 11, 2017

BUY
$88.42 - $95.51 $185,151 - $199,997
2,094
2,094 $200,000

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 $733B
  • 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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