Advisor Group Holdings, Inc. Jpmorgan Chase & CO Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 883,525 shares of JPM stock, worth $232 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

883,525

Previous 929,069 4.9%

Holding current value

$232 Million

Previous $188 Million 0.9%

% of portfolio

0.44%

Previous 0.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$194.9 - $224.8 $8.88 Million - $10.2 Million	-45,544 Reduced 4.9%	883,525 $186 Million
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $13.9 Million - $15.8 Million	-77,342 Reduced 7.68%	929,069 $188 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $59.5 Million - $71.3 Million	-355,958 Reduced 26.13%	1,006,411 $202 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $55.7 Million - $69.9 Million	-410,743 Reduced 23.17%	1,362,369 $232 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $59.5 Million - $65.6 Million	415,276 Added 30.58%	1,773,112 $257 Million
Q2 2023 Aug 21, 2023	SELL	$127.47 - $145.44 $291 Million - $332 Million	-2,284,174 Reduced 62.72%	1,357,836 $197 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $295 Million - $337 Million	2,314,678 Added 174.39%	3,642,010 $530 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $923,209 - $1.06 Million	7,391 Added 0.56%	1,327,332 $173 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $12.2 Million - $16.5 Million	119,845 Added 9.99%	1,319,941 $177 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $906,564 - $5.27 Million	43,732 Added 3.78%	1,200,096 $125 Million
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $4.35 Million - $5.25 Million	38,647 Added 3.46%	1,156,364 $130 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $7.89 Million - $10.4 Million	61,528 Added 5.83%	1,117,717 $146 Million
Q3 2021 Nov 05, 2021	BUY	$146.97 - $166.98 $3.93 Million - $4.47 Million	26,763 Added 2.6%	1,056,189 $173 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $4.63 Million - $5.23 Million	31,419 Added 3.15%	1,029,426 $160 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $4.5 Million - $5.65 Million	35,845 Added 3.73%	998,007 $152 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $2.01 Million - $2.65 Million	-20,860 Reduced 2.12%	962,162 $122 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $7.05 Million - $8.02 Million	77,250 Added 8.53%	983,022 $94.5 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $330 Million - $445 Million	-3,926,735 Reduced 81.26%	905,772 $85.2 Million
Q1 2020 May 18, 2020	BUY	$79.03 - $141.09 $382 Million - $682 Million	4,832,507 New	4,832,507 $78.1 Million

Others Institutions Holding JPM

# of Institutions

4,661

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $771B
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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Advisor Group Holdings, Inc. Jpmorgan Chase & CO Transaction History