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 17,135 shares of JPM stock, worth $4.08 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
17,135
Previous 14,386 19.11%
Holding current value
$4.08 Million
Previous $2.91 Million 24.13%
% of portfolio
0.44%
Previous 0.39%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $535,780 - $617,975
2,749 Added 19.11%
17,135 $3.61 Million
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 $699B
  • 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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