A detailed history of Triad Financial Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 8,526 shares of JPM stock, worth $1.78 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,526
Previous 8,374 1.82%
Holding current value
$1.78 Million
Previous $1.22 Million 1.56%
% of portfolio
0.46%
Previous 0.51%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $21,767 - $24,016
152 Added 1.82%
8,526 $1.24 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $14,786 - $16,871
-116 Reduced 1.37%
8,374 $1.22 Million
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $3,872 - $4,457
-31 Reduced 0.36%
8,490 $1.11 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $3,192 - $18,569
-154 Reduced 1.78%
8,521 $890,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $10,360 - $12,503
92 Added 1.07%
8,675 $977,000
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $116,624 - $153,111
-909 Reduced 9.58%
8,583 $1.17 Million
Q4 2021

May 09, 2022

BUY
$153.94 - $171.78 $1.46 Million - $1.63 Million
9,492 New
9,492 $1.5 Million

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 $613B
  • 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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