United Capital Financial Advisers, LLC Jpmorgan Chase & CO Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 382,120 shares of JPM stock, worth $95 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
382,120
Previous 387,666 1.43%
Holding current value
$95 Million
Previous $78.4 Million 2.72%
% of portfolio
0.41%
Previous 0.68%

Shares

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

Nov 12, 2024
SELL
$194.9 - $224.8 $1.08 Million - $1.25 Million
-5,546 Reduced 1.43%
382,120 $80.5 Million
Q2 2024

Aug 14, 2024
SELL
$180.08 - $204.79 $10.8 Million - $12.3 Million
-60,175 Reduced 13.44%
387,666 $78.4 Million
Q1 2024

May 15, 2024
SELL
$167.09 - $200.3 $6.26 Million - $7.51 Million
-37,484 Reduced 7.72%
447,841 $89.7 Million
Q4 2023

Feb 14, 2024
SELL
$135.69 - $170.3 $20.9 Million - $26.2 Million
-153,873 Reduced 24.07%
485,325 $82.6 Million
Q3 2023

Nov 14, 2023
SELL
$143.21 - $158.0 $5.14 Million - $5.67 Million
-35,892 Reduced 5.32%
639,198 $92.7 Million
Q2 2023

Aug 14, 2023
SELL
$127.47 - $145.44 $6.14 Million - $7 Million
-48,144 Reduced 6.66%
675,090 $98.2 Million
Q1 2023

Aug 14, 2023
BUY
$124.91 - $143.8 $3.99 Million - $4.59 Million
31,933 Added 4.73%
707,023 $92.1 Million
Q1 2023

May 15, 2023
SELL
$124.91 - $143.8 $868,124 - $999,410
-6,950 Reduced 0.95%
723,234 $94.2 Million
Q4 2022

Feb 14, 2023
SELL
$101.96 - $137.84 $622,159 - $841,099
-6,102 Reduced 0.83%
730,184 $97.9 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $466,528 - $2.71 Million
-22,505 Reduced 2.97%
736,286 $76.9 Million
Q2 2022

Aug 11, 2022
BUY
$112.61 - $135.91 $3.82 Million - $4.61 Million
33,954 Added 4.68%
758,791 $85.4 Million
Q1 2022

May 16, 2022
BUY
$128.3 - $168.44 $194,117 - $254,849
1,513 Added 0.21%
724,837 $98.8 Million
Q4 2021

Feb 14, 2022
SELL
$153.94 - $171.78 $245,842 - $274,332
-1,597 Reduced 0.22%
723,324 $115 Million
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $845,665 - $960,802
5,754 Added 0.8%
724,921 $119 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $303,582 - $342,866
2,060 Added 0.29%
719,167 $112 Million
Q1 2021

May 14, 2021
SELL
$125.65 - $157.65 $1.19 Million - $1.49 Million
-9,458 Reduced 1.3%
717,107 $109 Million
Q4 2020

Feb 17, 2021
SELL
$96.54 - $127.07 $2.99 Million - $3.93 Million
-30,961 Reduced 4.09%
726,565 $92.3 Million
Q3 2020

Nov 13, 2020
BUY
$91.28 - $103.82 $2.13 Million - $2.42 Million
23,329 Added 3.18%
757,526 $72.9 Million
Q2 2020

Aug 13, 2020
BUY
$84.03 - $113.45 $2.31 Million - $3.12 Million
27,480 Added 3.89%
734,197 $69.1 Million
Q1 2020

May 15, 2020
SELL
$79.03 - $141.09 $2.24 Million - $4 Million
-28,316 Reduced 3.85%
706,717 $63.6 Million
Q4 2019

Feb 14, 2020
BUY
$111.82 - $139.4 $3.68 Million - $4.59 Million
32,896 Added 4.69%
735,033 $102 Million
Q3 2019

Nov 14, 2019
SELL
$104.8 - $120.23 $9.73 Million - $11.2 Million
-92,798 Reduced 11.67%
702,137 $82.6 Million
Q2 2019

Aug 13, 2019
BUY
$104.64 - $116.12 $4.81 Million - $5.34 Million
46,014 Added 6.14%
794,935 $88.9 Million
Q1 2019

May 14, 2019
BUY
$97.11 - $107.19 $2.88 Million - $3.18 Million
29,696 Added 4.13%
748,921 $75.8 Million
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $1.43 Million - $1.79 Million
15,545 Added 2.21%
719,225 $70.2 Million
Q3 2018

Nov 14, 2018
BUY
$103.61 - $118.63 $1.82 Million - $2.09 Million
17,597 Added 2.56%
703,680 $79.4 Million
Q2 2018

Aug 14, 2018
SELL
$103.24 - $114.29 $648,140 - $717,512
-6,278 Reduced 0.91%
686,083 $71.5 Million
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $74.1 Million - $82.2 Million
692,361 New
692,361 $76.1 Million
Q4 2017

Feb 13, 2018
SELL
$95.86 - $107.83 $65.7 Million - $73.9 Million
-685,095 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$88.42 - $95.51 $976,687 - $1.06 Million
11,046 Added 1.64%
685,095 $65.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
674,049
674,049 $61.6 Million

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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