A detailed history of Vision Point Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 7,172 shares of JPM stock, worth $1.73 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
7,172
Previous 13,189 45.62%
Holding current value
$1.73 Million
Previous $2.67 Million 43.34%
% of portfolio
0.55%
Previous 1.0%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $1.17 Million - $1.35 Million
-6,017 Reduced 45.62%
7,172 $1.51 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $6,482 - $7,372
36 Added 0.27%
13,189 $2.67 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $1.63 Million - $1.95 Million
-9,746 Reduced 42.56%
13,153 $2.63 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $215,747 - $270,777
-1,590 Reduced 6.49%
22,899 $3.9 Million
Q3 2023

Dec 06, 2023

BUY
$143.21 - $158.0 $283,269 - $312,524
1,978 Added 8.79%
24,489 $3.55 Million
Q2 2023

Aug 21, 2023

BUY
$127.47 - $145.44 $360,740 - $411,595
2,830 Added 14.38%
22,511 $3.27 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $399,087 - $459,441
3,195 Added 19.38%
19,681 $2.56 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $1.41 Million - $1.91 Million
13,848 Added 524.94%
16,486 $2.21 Million
Q3 2022

Nov 17, 2022

BUY
$20.73 - $120.58 $17,475 - $101,648
843 Added 46.96%
2,638 $276,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $498,074 - $601,129
-4,423 Reduced 71.13%
1,795 $216,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $171,793 - $225,541
-1,339 Reduced 17.72%
6,218 $734,000
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $46,797 - $52,221
304 Added 4.19%
7,557 $1.15 Million
Q3 2021

Nov 08, 2021

SELL
$146.97 - $166.98 $238,826 - $271,342
-1,625 Reduced 18.3%
7,253 $1.19 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $400,993 - $452,883
-2,721 Reduced 23.46%
8,878 $1.38 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $44,605 - $55,965
-355 Reduced 2.97%
11,599 $1.77 Million
Q4 2020

Feb 08, 2021

BUY
$96.54 - $127.07 $1.15 Million - $1.52 Million
11,954 New
11,954 $1.52 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $191,870 - $218,229
-2,102 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $303,936 - $410,348
-3,617 Reduced 63.25%
2,102 $207,000
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $89,461 - $159,713
-1,132 Reduced 16.52%
5,719 $515,000
Q4 2019

Jan 30, 2020

SELL
$111.82 - $139.4 $262,329 - $327,032
-2,346 Reduced 25.51%
6,851 $955,000
Q3 2019

Nov 14, 2019

SELL
$104.8 - $120.23 $2.56 Million - $2.94 Million
-24,414 Reduced 72.64%
9,197 $1.05 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $132,055 - $146,543
1,262 Added 3.9%
33,611 $3.76 Million
Q1 2019

May 10, 2019

BUY
$97.11 - $107.19 $2.45 Million - $2.7 Million
25,235 Added 354.72%
32,349 $3.28 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $655,483 - $820,386
7,114 New
7,114 $694,000

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 $708B
  • 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

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.