Transamerica Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History

Transamerica Financial Advisors, Inc.

$1.02 Billion
Q3 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 8,337 shares of JPM stock, worth $1.98 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,337

Previous 11,615 28.22%

Holding current value

$1.98 Million

Previous $2.35 Million 25.19%

% of portfolio

0.17%

Previous 0.25%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $638,882 - $736,894	-3,278 Reduced 28.22%	8,337 $1.76 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $1.56 Million - $1.87 Million	-9,357 Reduced 44.62%	11,615 $2.33 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $1.11 Million - $1.39 Million	-8,171 Reduced 28.04%	20,972 $3.57 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $74,469 - $82,160	520 Added 1.82%	29,143 $4.23 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $204,334 - $233,140	1,603 Added 5.93%	28,623 $4.16 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $16,363 - $18,837	131 Added 0.49%	27,020 $3.52 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $139,277 - $188,289	1,366 Added 5.35%	26,889 $3.61 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $139,264 - $810,056	6,718 Added 35.72%	25,523 $2.67 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $2.12 Million - $2.56 Million	18,800 Added 376000.0%	18,805 $2.12 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $293 - $333	-2 Reduced 28.57%	5 $1,000
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $589 - $665	-4 Reduced 36.36%	7 $2,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $628 - $788	5 Added 83.33%	11 $2,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $482 - $635	-5 Reduced 45.45%	6 $1,000
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $209,305 - $238,059	-2,293 Reduced 99.52%	11 $1,000
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $193,605 - $261,388	2,304 New	2,304 $217,000
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $208,132 - $238,776	-1,986 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	$104.64 - $116.12 $207,815 - $230,614	1,986 New	1,986 $222,000
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $102,353 - $112,978	-1,054 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$92.14 - $115.32 $34,552 - $43,245	375 Added 55.23%	1,054 $103,000
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $68,693 - $78,651	663 Added 4143.75%	679 $77,000
Q2 2018 Jul 25, 2018	BUY	$103.24 - $114.29 $1,651 - $1,828	16 New	16 $2,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $697B
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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Transamerica Financial Advisors, Inc. Jpmorgan Chase & CO Transaction History