Trust Investment Advisors Jpmorgan Chase & CO Transaction History

Trust Investment Advisors

$153 Million
Q3 2024

A detailed history of Trust Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trust Investment Advisors holds 9,892 shares of JPM stock, worth $2.47 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

9,892

Previous 10,498 5.77%

Holding current value

$2.47 Million

Previous $2.12 Million 1.79%

% of portfolio

1.37%

Previous 1.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $118,109 - $136,228	-606 Reduced 5.77%	9,892 $2.09 Million
Q2 2024 Aug 12, 2024	SELL	$180.08 - $204.79 $14,406 - $16,383	-80 Reduced 0.76%	10,498 $2.12 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $6,683 - $8,012	-40 Reduced 0.38%	10,578 $2.12 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $2,985 - $3,746	22 Added 0.21%	10,618 $1.81 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $59,145 - $65,254	-413 Reduced 3.75%	10,596 $1.54 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $25,621 - $29,233	201 Added 1.86%	11,009 $1.6 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $30,977 - $35,662	-248 Reduced 2.24%	10,808 $1.41 Million
Q4 2022 Feb 28, 2023	SELL	$101.96 - $137.84 $288,750 - $390,362	-2,832 Reduced 20.39%	11,056 $1.48 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $325,558 - $440,123	3,193 Added 29.86%	13,888 $1.86 Million
Q3 2022 Nov 02, 2022	BUY	$20.73 - $120.58 $7,732 - $44,976	373 Added 3.61%	10,695 $1.12 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $16,778 - $20,250	149 Added 1.46%	10,322 $1.16 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $16,550 - $21,728	129 Added 1.28%	10,173 $1.39 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $81,126 - $90,528	527 Added 5.54%	10,044 $1.59 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $8,524 - $9,684	-58 Reduced 0.61%	9,517 $1.56 Million
Q2 2021 Jul 23, 2021	BUY	$147.37 - $166.44 $22,694 - $25,631	154 Added 1.63%	9,575 $1.49 Million
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $23,873 - $29,953	-190 Reduced 1.98%	9,421 $1.43 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $8,205 - $10,800	85 Added 0.89%	9,611 $1.22 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $5,111 - $5,813	-56 Reduced 0.58%	9,526 $917,000
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $805,175 - $1.09 Million	9,582 New	9,582 $901,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $733B
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

Portfolio Update

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

News

Stay updated on Trust Investment Advisors with notifications on news.

Account

Trust Investment Advisors Jpmorgan Chase & CO Transaction History