A detailed history of True Link Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,198 shares of JPM stock, worth $265,345. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,198
Previous 1,067 12.28%
Holding current value
$265,345
Previous $215,000 17.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $25,531 - $29,448
131 Added 12.28%
1,198 $252,000
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $192,145 - $218,510
1,067 New
1,067 $215,000
Q4 2021

Feb 01, 2022

SELL
$153.94 - $171.78 $6,619 - $7,386
-43 Closed
0 $0
Q3 2021

Oct 29, 2021

SELL
$146.97 - $166.98 $14,697 - $16,698
-100 Reduced 69.93%
43 $7,000
Q2 2021

Aug 19, 2021

BUY
$147.37 - $166.44 $6,336 - $7,156
43 Added 43.0%
143 $22,000
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $61,065 - $76,617
-486 Reduced 82.94%
100 $15,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $56,572 - $74,463
586 New
586 $74,000

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 $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 ...
More about JPM
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, 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 True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.