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 $1.79 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
7,172
Previous 13,189 45.62%
Holding current value
$1.79 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 $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
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