Youngs Advisory Group, Inc. Jpmorgan Chase & CO Transaction History

Youngs Advisory Group, Inc.

$223 Million
Q1 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 2,932 shares of JPM stock, worth $612,289. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,932

Previous 3,109 5.69%

Holding current value

$612,289

Previous $528,000 11.17%

% of portfolio

0.26%

Previous 0.26%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $29,574 - $35,453	-177 Reduced 5.69%	2,932 $587,000
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $38,807 - $48,705	-286 Reduced 8.42%	3,109 $528,000
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $7,265 - $8,290	57 Added 1.71%	3,395 $493,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $249 - $287	2 Added 0.06%	3,338 $434,000
Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $11,827 - $15,989	-116 Reduced 3.36%	3,336 $0

Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $186 - $1,085	9 Added 0.26%	3,452 $361,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $36,260 - $43,763	-322 Reduced 8.55%	3,443 $388,000
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $22,965 - $30,150	179 Added 4.99%	3,765 $513,000
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $153 - $171	1 Added 0.03%	3,586 $568,000
Q3 2021 Oct 15, 2021	BUY	$146.97 - $166.98 $146 - $166	1 Added 0.03%	3,585 $587,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $3,242 - $3,661	22 Added 0.62%	3,584 $557,000
Q1 2021 Apr 14, 2021	BUY	$125.65 - $157.65 $376 - $472	3 Added 0.08%	3,562 $542,000
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $27,900 - $36,723	289 Added 8.84%	3,559 $452,000
Q3 2020 Oct 22, 2020	BUY	$91.28 - $103.82 $19,625 - $22,321	215 Added 7.04%	3,270 $315,000
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $1,264 - $2,257	16 Added 0.53%	3,055 $275,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $22,475 - $28,019	-201 Reduced 6.2%	3,039 $424,000
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $36,680 - $42,080	350 Added 12.11%	3,240 $381,000
Q1 2019 Apr 30, 2019	BUY	$97.11 - $107.19 $9,128 - $10,075	94 Added 3.36%	2,890 $293,000
Q4 2018 Feb 12, 2019	SELL	$92.14 - $115.32 $133,326 - $166,868	-1,447 Reduced 34.1%	2,796 $273,000
Q3 2018 Nov 01, 2018	BUY	$103.61 - $118.63 $47,660 - $54,569	460 Added 12.16%	4,243 $479,000
Q1 2018 Apr 24, 2018	SELL	$107.01 - $118.77 $242,698 - $269,370	-2,268 Reduced 37.48%	3,783 $416,000
Q4 2017 Jan 24, 2018	BUY	$95.86 - $107.83 $44,095 - $49,601	460 Added 8.23%	6,051 $647,000
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $494,356 - $533,996	5,591	5,591 $534,000

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $613B
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 ...

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Youngs Advisory Group, Inc. Jpmorgan Chase & CO Transaction History