A detailed history of Winthrop Advisory Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 14,386 shares of JPM stock, worth $3.06 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
14,386
Previous 14,386 -0.0%
Holding current value
$3.06 Million
Previous $2.91 Million -0.0%
% of portfolio
0.39%
Previous 0.39%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $1,980 - $2,252
-11 Reduced 0.08%
14,386 $2.91 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $28,739 - $34,451
-172 Reduced 1.18%
14,397 $2.88 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $455,918 - $572,208
3,360 Added 29.98%
14,569 $2.48 Million
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $7,160 - $7,900
50 Added 0.45%
11,209 $1.63 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $74,697 - $85,227
586 Added 5.54%
11,159 $1.62 Million
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $9,493 - $10,928
76 Added 0.72%
10,573 $1.38 Million
Q4 2022

Aug 03, 2023

SELL
$101.96 - $137.84 $67,497 - $91,250
-662 Reduced 5.93%
10,497 $1.41 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $28,956 - $39,146
284 Added 2.78%
10,497 $1.41 Million
Q3 2022

Nov 04, 2022

SELL
$20.73 - $120.58 $932 - $5,426
-45 Reduced 0.44%
10,213 $1.07 Million
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $58,782 - $70,945
-522 Reduced 4.84%
10,258 $1.16 Million
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $43,237 - $56,764
337 Added 3.23%
10,780 $1.47 Million
Q4 2021

Jan 12, 2022

BUY
$153.94 - $171.78 $30,941 - $34,527
201 Added 1.96%
10,443 $1.65 Million
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $38,359 - $43,581
261 Added 2.61%
10,242 $1.68 Million
Q2 2021

Jul 14, 2021

SELL
$147.37 - $166.44 $56,147 - $63,413
-381 Reduced 3.68%
9,981 $1.55 Million
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $52,270 - $65,582
416 Added 4.18%
10,362 $1.58 Million
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $88,334 - $116,269
915 Added 10.13%
9,946 $1.26 Million
Q3 2020

Oct 20, 2020

BUY
$91.28 - $103.82 $92,375 - $105,065
1,012 Added 12.62%
9,031 $875,000
Q2 2020

Jul 17, 2020

SELL
$84.03 - $113.45 $33,443 - $45,153
-398 Reduced 4.73%
8,019 $748,000
Q1 2020

Apr 17, 2020

BUY
$79.03 - $141.09 $12,170 - $21,727
154 Added 1.86%
8,417 $758,000
Q4 2019

Jan 06, 2020

SELL
$111.82 - $139.4 $13,642 - $17,006
-122 Reduced 1.45%
8,263 $1.15 Million
Q3 2019

Oct 10, 2019

BUY
$104.8 - $120.23 $49,989 - $57,349
477 Added 6.03%
8,385 $987,000
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $38,716 - $42,964
370 Added 4.91%
7,908 $884,000
Q1 2019

Apr 23, 2019

BUY
$97.11 - $107.19 $29,133 - $32,157
300 Added 4.14%
7,538 $772,000
Q4 2018

Jan 15, 2019

BUY
$92.14 - $115.32 $21,376 - $26,754
232 Added 3.31%
7,238 $707,000
Q3 2018

Oct 29, 2018

BUY
$103.61 - $118.63 $79,261 - $90,751
765 Added 12.26%
7,006 $791,000
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $114,699 - $126,976
1,111 Added 21.66%
6,241 $650,000
Q1 2018

May 11, 2018

SELL
$107.01 - $118.77 $28,250 - $31,355
-264 Reduced 4.89%
5,130 $565,000
Q4 2017

May 01, 2018

BUY
$95.86 - $107.83 $517,068 - $581,635
5,394
5,394 $594,000

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 $623B
  • 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 Winthrop Advisory Group LLC Portfolio

Follow Winthrop 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 Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.