Toth Financial Advisory Corp Jpmorgan Chase & CO Transaction History

Toth Financial Advisory Corp

$825 Million
Q3 2024

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 $379,855. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,715

Previous 1,768 3.0%

Holding current value

$379,855

Previous $357,000 1.12%

% of portfolio

0.04%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,560

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 $650B
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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Toth Financial Advisory Corp Jpmorgan Chase & CO Transaction History