A detailed history of Truadvice, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Truadvice, LLC holds 2,319 shares of JPM stock, worth $568,224. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,319
Previous 2,457 5.62%
Holding current value
$568,224
Previous $357,000 5.88%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 13, 2023

SELL
$143.21 - $158.0 $19,762 - $21,804
-138 Reduced 5.62%
2,319 $336,000
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $33,652 - $38,396
264 Added 12.04%
2,457 $357,000
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $273,927 - $315,353
2,193 New
2,193 $285,000
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $949,720 - $1.08 Million
-6,462 Closed
0 $0
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $49,663 - $56,090
337 Added 5.5%
6,462 $979,000
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $178,046 - $223,390
-1,417 Reduced 18.79%
6,125 $950,000
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $137,666 - $181,201
1,426 Added 23.32%
7,542 $964,000
Q3 2020

Oct 22, 2020

BUY
$91.28 - $103.82 $558,268 - $634,963
6,116 New
6,116 $610,000

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 $719B
  • 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
Track This Portfolio

Track Truadvice, LLC Portfolio

Follow Truadvice, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Truadvice, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truadvice, LLC with notifications on news.