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 $285,591. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,198
Previous 1,067 12.28%
Holding current value
$285,591
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 $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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