Andesa Financial Management Inc. Jpmorgan Chase & CO Transaction History

Andesa Financial Management Inc.

$338 Million
Q1 2023

A detailed history of Andesa Financial Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Andesa Financial Management Inc. holds 62,415 shares of JPM stock, worth $16.7 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

62,415

Previous 31,246 99.75%

Holding current value

$16.7 Million

Previous $4.19 Million 94.11%

% of portfolio

2.41%

Previous 2.29%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $3.89 Million - $4.48 Million	31,169 Added 99.75%	62,415 $8.13 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $2.62 Million - $3.54 Million	-25,673 Reduced 45.1%	31,246 $4.19 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $572,832 - $3.33 Million	27,633 Added 94.36%	56,919 $5.94 Million
Q2 2022 Jul 27, 2022	SELL	$112.61 - $135.91 $189,072 - $228,192	-1,679 Reduced 5.42%	29,286 $3.3 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $93,145 - $122,287	-726 Reduced 2.29%	30,965 $4.22 Million
Q4 2021 Jan 27, 2022	BUY	$153.94 - $171.78 $93,595 - $104,442	608 Added 1.96%	31,691 $5.02 Million
Q3 2021 Oct 13, 2021	SELL	$146.97 - $166.98 $3.8 Million - $4.32 Million	-25,844 Reduced 45.4%	31,083 $5.09 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $113,032 - $127,659	-767 Reduced 1.33%	56,927 $8.86 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $3.08 Million - $3.87 Million	24,518 Added 73.9%	57,694 $8.78 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $2.93 Million - $3.85 Million	-30,328 Reduced 47.76%	33,176 $4.21 Million
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $2.54 Million - $2.89 Million	27,836 Added 78.04%	63,504 $6.11 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $165,707 - $223,723	1,972 Added 5.85%	35,668 $3.35 Million
Q1 2020 Apr 21, 2020	SELL	$79.03 - $141.09 $130,241 - $232,516	-1,648 Reduced 4.66%	33,696 $3.04 Million
Q4 2019 Jan 31, 2020	SELL	$111.82 - $139.4 $33,546 - $41,820	-300 Reduced 0.84%	35,344 $4.93 Million
Q3 2019 Nov 08, 2019	SELL	$104.8 - $120.23 $81,324 - $93,298	-776 Reduced 2.13%	35,644 $4.19 Million
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $3.6 Million - $4 Million	-34,438 Reduced 48.6%	36,420 $4.08 Million
Q1 2019 May 02, 2019	BUY	$97.11 - $107.19 $3.59 Million - $3.96 Million	36,952 Added 108.98%	70,858 $7.17 Million
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $950,976 - $1.19 Million	10,321 Added 43.76%	33,906 $3.31 Million
Q3 2018 Nov 01, 2018	BUY	$103.61 - $118.63 $15,541 - $17,794	150 Added 0.64%	23,585 $2.66 Million
Q2 2018 Sep 18, 2018	BUY	$103.24 - $114.29 $2,064 - $2,285	20 Added 0.09%	23,435 $2.45 Million
Q1 2018 Sep 18, 2018	SELL	$107.01 - $118.77 $98,449 - $109,268	-920 Reduced 3.78%	23,415 $2.57 Million
Q4 2017 Sep 18, 2018	BUY	$95.86 - $107.83 $2.33 Million - $2.62 Million	24,335	24,335 $2.6 Million

Others Institutions Holding JPM

# of Institutions

4,756

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.8M

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 $783B
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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Andesa Financial Management Inc. Jpmorgan Chase & CO Transaction History