A detailed history of Astoria Portfolio Advisors Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Astoria Portfolio Advisors Llc. holds 10,634 shares of JPM stock, worth $2.36 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
10,634
Previous 14,598 27.15%
Holding current value
$2.36 Million
Previous $2.95 Million 24.09%
% of portfolio
0.8%
Previous 1.08%

Shares

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

Oct 15, 2024

SELL
$194.9 - $224.8 $772,583 - $891,107
-3,964 Reduced 27.15%
10,634 $2.24 Million
Q2 2024

Jul 09, 2024

BUY
$180.08 - $204.79 $21,789 - $24,779
121 Added 0.84%
14,598 $2.95 Million
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $953,248 - $1.14 Million
5,705 Added 65.04%
14,477 $2.9 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $590,387 - $740,975
4,351 Added 98.42%
8,772 $1.49 Million
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $6,730 - $7,426
47 Added 1.07%
4,421 $641,000
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $17,463 - $19,925
137 Added 3.23%
4,374 $636,000
Q1 2023

Apr 05, 2023

SELL
$124.91 - $143.8 $47,965 - $55,219
-384 Reduced 8.31%
4,237 $552,000
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $180,469 - $243,976
-1,770 Reduced 27.7%
4,621 $0
Q3 2022

Nov 03, 2022

SELL
$20.73 - $120.58 $352 - $2,049
-17 Reduced 0.27%
6,391 $668,000
Q2 2022

Jul 07, 2022

BUY
$112.61 - $135.91 $298,866 - $360,705
2,654 Added 70.7%
6,408 $722,000
Q1 2022

Jun 01, 2022

BUY
$128.3 - $168.44 $60,942 - $80,009
475 Added 14.49%
3,754 $512,000
Q4 2021

Jun 01, 2022

BUY
$153.94 - $171.78 $504,769 - $563,266
3,279 New
3,279 $519,000

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 $651B
  • 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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