United Asset Strategies, Inc. Jpmorgan Chase & CO Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q3 2024

A detailed history of United Asset Strategies, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, United Asset Strategies, Inc. holds 81,409 shares of JPM stock, worth $20 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

81,409

Previous 80,097 1.64%

Holding current value

$20 Million

Previous $16.2 Million 5.92%

% of portfolio

1.61%

Previous 1.61%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$194.9 - $224.8 $255,708 - $294,937	1,312 Added 1.64%	81,409 $17.2 Million
Q2 2024 Aug 01, 2024	SELL	$180.08 - $204.79 $2.59 Million - $2.95 Million	-14,399 Reduced 15.24%	80,097 $16.2 Million
Q1 2024 Apr 23, 2024	SELL	$167.09 - $200.3 $351,223 - $421,030	-2,102 Reduced 2.18%	94,496 $18.9 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $338,682 - $425,068	-2,496 Reduced 2.52%	96,598 $16.4 Million
Q3 2023 Nov 07, 2023	SELL	$143.21 - $158.0 $451,397 - $498,016	-3,152 Reduced 3.08%	99,094 $14.4 Million
Q2 2023 Jul 25, 2023	SELL	$127.47 - $145.44 $1.2 Million - $1.37 Million	-9,421 Reduced 8.44%	102,246 $14.9 Million
Q1 2023 Apr 25, 2023	SELL	$124.91 - $143.8 $307,028 - $353,460	-2,458 Reduced 2.15%	111,667 $14.6 Million
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $205,857 - $278,298	2,019 Added 1.8%	114,125 $0
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $52,923 - $307,840	-2,553 Reduced 2.23%	112,106 $11.7 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $2 Million - $2.42 Million	-17,779 Reduced 13.42%	114,659 $12.9 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $924,786 - $1.21 Million	7,208 Added 5.76%	132,438 $18.1 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $223,059 - $248,909	1,449 Added 1.17%	125,230 $19.8 Million
Q3 2021 Oct 21, 2021	BUY	$146.97 - $166.98 $4.85 Million - $5.51 Million	33,020 Added 36.38%	123,781 $20.3 Million
Q2 2021 Jul 19, 2021	SELL	$147.37 - $166.44 $266,739 - $301,256	-1,810 Reduced 1.96%	90,761 $14.1 Million
Q1 2021 Apr 27, 2021	SELL	$125.65 - $157.65 $7,287 - $9,143	-58 Reduced 0.06%	92,571 $14.1 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $362,893 - $477,656	3,759 Added 4.23%	92,629 $11.8 Million
Q3 2020 Nov 03, 2020	BUY	$91.28 - $103.82 $2.09 Million - $2.38 Million	22,927 Added 34.77%	88,870 $8.56 Million
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $202,344 - $273,187	2,408 Added 3.79%	65,943 $6.2 Million
Q1 2020 May 08, 2020	BUY	$79.03 - $141.09 $1.81 Million - $3.22 Million	22,841 Added 56.13%	63,535 $5.72 Million
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $115,510 - $144,000	1,033 Added 2.6%	40,694 $5.67 Million
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $190,840 - $218,938	1,821 Added 4.81%	39,661 $4.67 Million
Q2 2019 Jul 31, 2019	BUY	$104.64 - $116.12 $22,602 - $25,081	216 Added 0.57%	37,840 $4.23 Million
Q1 2019 May 02, 2019	BUY	$97.11 - $107.19 $342,021 - $377,523	3,522 Added 10.33%	37,624 $3.81 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $286,186 - $358,183	3,106 Added 10.02%	34,102 $3.33 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $240,996 - $275,933	2,326 Added 8.11%	30,996 $3.5 Million
Q2 2018 Aug 07, 2018	BUY	$103.24 - $114.29 $2.14 Million - $2.37 Million	20,705 Added 259.95%	28,670 $2.99 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $17,121 - $19,003	160 Added 2.05%	7,965 $876,000
Q4 2017 Feb 09, 2018	BUY	$95.86 - $107.83 $748,187 - $841,613	7,805	7,805 $835,000

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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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United Asset Strategies, Inc. Jpmorgan Chase & CO Transaction History