A detailed history of Tpg Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 1,204 shares of JPM stock, worth $287,021. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,131 6.45%
Holding current value
$287,021
Previous $228,000 10.96%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $14,227 - $16,410
73 Added 6.45%
1,204 $253,000
Q2 2024

Oct 16, 2024

BUY
$180.08 - $204.79 $203,670 - $231,617
1,131 New
1,131 $228,000
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $65,989 - $79,643
586 Added 12.31%
5,346 $602,000
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $83,908 - $110,159
654 Added 15.93%
4,760 $649,000
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $110,221 - $122,994
716 Added 21.12%
4,106 $650,000
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $69,222 - $78,647
471 Added 16.14%
3,390 $555,000
Q2 2021

Jul 13, 2021

BUY
$147.37 - $166.44 $21,810 - $24,633
148 Added 5.34%
2,919 $454,000
Q1 2021

Apr 16, 2021

BUY
$125.65 - $157.65 $102,907 - $129,115
819 Added 41.96%
2,771 $422,000
Q4 2020

Jan 12, 2021

BUY
$96.54 - $127.07 $188,446 - $248,040
1,952 New
1,952 $248,000
Q1 2020

Apr 06, 2020

SELL
$79.03 - $141.09 $228,554 - $408,032
-2,892 Closed
0 $0
Q4 2019

Jan 14, 2020

BUY
$111.82 - $139.4 $88,114 - $109,847
788 Added 37.45%
2,892 $403,000
Q3 2019

Oct 03, 2019

BUY
$104.8 - $120.23 $9,432 - $10,820
90 Added 4.47%
2,104 $248,000
Q2 2019

Jul 08, 2019

BUY
$104.64 - $116.12 $210,744 - $233,865
2,014 New
2,014 $227,000

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 $699B
  • 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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