A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 27,540 shares of JPM stock, worth $6.67 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
27,540
Previous 41,825 34.15%
Holding current value
$6.67 Million
Previous $8.46 Billion 31.35%
% of portfolio
1.17%
Previous 2.16%

Shares

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

Oct 16, 2024

SELL
$194.9 - $224.8 $2.78 Million - $3.21 Million
-14,285 Reduced 34.15%
27,540 $5.81 Billion
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $2.68 Million - $3.05 Million
14,894 Added 55.3%
41,825 $8.46 Billion
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $242,447 - $290,635
-1,451 Reduced 5.11%
26,931 $4.58 Billion
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $3.85 Million - $4.83 Million
28,382 New
28,382 $4.83 Billion
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $3.32 Million - $4.17 Million
-24,491 Closed
0 $4.83 Billion
Q4 2023

Jan 08, 2024

SELL
$135.69 - $170.3 $62,824 - $78,848
-463 Reduced 1.86%
24,491 $3.55 Billion
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $344,992 - $380,622
2,409 Added 10.69%
24,954 $3.62 Billion
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $2.36 Million - $2.69 Million
18,497 Added 456.94%
22,545 $3.28 Billion
Q1 2023

Apr 17, 2023

BUY
$124.91 - $143.8 $148,642 - $171,122
1,190 Added 41.64%
4,048 $528 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $291,401 - $393,946
2,858 New
2,858 $383 Million

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 $711B
  • 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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