A detailed history of Winch Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Winch Advisory Services, LLC holds 24,301 shares of JPM stock, worth $5.38 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
24,301
Previous 24,289 0.05%
Holding current value
$5.38 Million
Previous $4.91 Million 4.28%
% of portfolio
1.49%
Previous 1.47%

Shares

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

Oct 21, 2024

BUY
$194.9 - $224.8 $2,338 - $2,697
12 Added 0.05%
24,301 $5.12 Million
Q2 2024

Jul 31, 2024

BUY
$180.08 - $204.79 $59,246 - $67,375
329 Added 1.37%
24,289 $4.91 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $44,780 - $53,680
-268 Reduced 1.11%
23,960 $4.8 Million
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $18,860 - $23,671
139 Added 0.58%
24,228 $4.12 Million
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $22,913 - $25,280
-160 Reduced 0.66%
24,089 $3.49 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $37,093 - $42,323
291 Added 1.21%
24,249 $3.53 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $20,110 - $23,151
161 Added 0.68%
23,958 $3.12 Million
Q4 2022

Jan 26, 2023

SELL
$101.96 - $137.84 $6,321 - $8,546
-62 Reduced 0.26%
23,797 $3.19 Million
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $3,420 - $19,895
-165 Reduced 0.69%
23,859 $2.49 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $5,405 - $6,523
48 Added 0.2%
24,024 $2.71 Million
Q1 2022

Apr 26, 2022

SELL
$128.3 - $168.44 $83,651 - $109,822
-652 Reduced 2.65%
23,976 $3.27 Million
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $16,933 - $18,895
110 Added 0.45%
24,628 $3.9 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $57,465 - $65,289
391 Added 1.62%
24,518 $4.01 Million
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $82,969 - $93,705
563 Added 2.39%
24,127 $3.75 Million
Q1 2021

May 03, 2021

BUY
$125.65 - $157.65 $94,614 - $118,710
753 Added 3.3%
23,564 $3.59 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $23,169 - $30,496
240 Added 1.06%
22,811 $2.9 Million
Q3 2020

Nov 04, 2020

BUY
$91.28 - $103.82 $82,243 - $93,541
901 Added 4.16%
22,571 $2.17 Million
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $1.38 Million - $1.86 Million
16,372 Added 309.02%
21,670 $2.04 Million
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $3,477 - $6,207
-44 Reduced 0.82%
5,298 $477,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $31,085 - $38,753
278 Added 5.49%
5,342 $745,000
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $125,655 - $144,155
1,199 Added 31.02%
5,064 $596,000
Q2 2019

Aug 07, 2019

BUY
$104.64 - $116.12 $58,493 - $64,911
559 Added 16.91%
3,865 $432,000
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $81,766 - $90,253
842 Added 34.17%
3,306 $335,000
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $10,503 - $13,146
114 Added 4.85%
2,464 $241,000
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $223,901 - $256,359
-2,161 Reduced 47.91%
2,350 $265,000
Q2 2018

Aug 13, 2018

SELL
$103.24 - $114.29 $3.25 Million - $3.59 Million
-31,435 Reduced 87.45%
4,511 $470,000
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $358,590 - $397,998
3,351 Added 10.28%
35,946 $3.95 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $75,058 - $84,430
783 Added 2.46%
32,595 $3.49 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $2.81 Million - $3.04 Million
31,812
31,812 $3.04 Million

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 $650B
  • 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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