Trust Investment Advisors Jpmorgan Chase & CO Transaction History

Trust Investment Advisors

$153 Million
Q2 2024

A detailed history of Trust Investment Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trust Investment Advisors holds 10,498 shares of JPM stock, worth $2.31 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

10,498

Previous 10,578 0.76%

Holding current value

$2.31 Million

Previous $2.12 Million 0.24%

% of portfolio

1.38%

Previous 1.55%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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 ...

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Trust Investment Advisors Jpmorgan Chase & CO Transaction History