All Terrain Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

All Terrain Financial Advisors, LLC

$237 Million
Q2 2024

A detailed history of All Terrain Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, All Terrain Financial Advisors, LLC holds 15,353 shares of JPM stock, worth $3.42 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

15,353

Previous 15,277 0.5%

Holding current value

$3.42 Million

Previous $3.06 Million 1.5%

% of portfolio

1.31%

Previous 1.32%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$180.08 - $204.79 $13,686 - $15,564	76 Added 0.5%	15,353 $3.11 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $71,347 - $85,528	-427 Reduced 2.72%	15,277 $3.06 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $21,303 - $26,737	157 Added 1.01%	15,704 $2.67 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $70,745 - $78,052	494 Added 3.28%	15,547 $2.25 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $40,790 - $46,540	320 Added 2.17%	15,053 $2.19 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $109,670 - $126,256	-878 Reduced 5.62%	14,733 $1.92 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $14,988 - $20,262	147 Added 0.95%	15,611 $2.09 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $58,500 - $340,276	2,822 Added 22.32%	15,464 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $219,251 - $264,616	1,947 Added 18.2%	12,642 $1.42 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $38,618 - $50,700	-301 Reduced 2.74%	10,695 $1.46 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $34,636 - $38,650	-225 Reduced 2.01%	10,996 $1.74 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $36,448 - $41,411	248 Added 2.26%	11,221 $1.84 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $1.44 Million - $1.62 Million	9,738 Added 788.5%	10,973 $1.71 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $155,177 - $194,697	1,235 New	1,235 $188,000
Q2 2020 Jul 28, 2020	SELL	$84.03 - $113.45 $232,090 - $313,348	-2,762 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $2,607 - $4,655	33 Added 1.21%	2,762 $249,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $1,453 - $1,812	-13 Reduced 0.47%	2,729 $380,000
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $209 - $240	2 Added 0.07%	2,742 $323,000
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $108,825 - $120,764	-1,040 Reduced 27.51%	2,740 $306,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $5,923 - $6,538	61 Added 1.64%	3,780 $383,000
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $12,991 - $16,260	141 Added 3.94%	3,719 $363,000
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $40,407 - $46,265	-390 Reduced 9.83%	3,578 $404,000
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $13,421 - $14,857	130 Added 3.39%	3,968 $413,000
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $184,057 - $204,284	1,720 Added 81.21%	3,838 $422,000
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $203,031 - $228,383	2,118	2,118 $226,000

Others Institutions Holding JPM

# of Institutions

4,559

Shares Held

2.02B

Call Options Held

26.1M

Put Options Held

29M

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 $654B
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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All Terrain Financial Advisors, LLC Jpmorgan Chase & CO Transaction History