Brendel Financial Advisors LLC Jpmorgan Chase & CO Transaction History

Brendel Financial Advisors LLC

$176 Million
Q3 2024

A detailed history of Brendel Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 13,383 shares of JPM stock, worth $3.24 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

13,383

Previous 13,438 0.41%

Holding current value

$3.24 Million

Previous $2.72 Million 3.83%

% of portfolio

1.6%

Previous 1.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$194.9 - $224.8 $10,719 - $12,364	-55 Reduced 0.41%	13,383 $2.82 Million
Q2 2024 Jul 15, 2024	SELL	$180.08 - $204.79 $1,800 - $2,047	-10 Reduced 0.07%	13,438 $2.72 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $2,306 - $2,895	-17 Reduced 0.13%	13,448 $2.29 Million
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $19,762 - $21,804	-138 Reduced 1.01%	13,465 $1.95 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $33,397 - $38,105	-262 Reduced 1.89%	13,603 $1.98 Million
Q1 2023 Apr 06, 2023	SELL	$124.91 - $143.8 $14,114 - $16,249	-113 Reduced 0.81%	13,865 $1.81 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $15,497 - $20,951	152 Added 1.1%	13,978 $1.87 Million
Q3 2022 Oct 11, 2022	SELL	$20.73 - $120.58 $24,606 - $143,128	-1,187 Reduced 7.91%	13,826 $1.45 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $1,013 - $1,223	9 Added 0.06%	15,013 $1.69 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $7,954 - $10,443	-62 Reduced 0.41%	15,004 $2.05 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $12,161 - $13,570	79 Added 0.53%	15,066 $2.39 Million
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $1,028 - $1,168	7 Added 0.05%	14,987 $2.45 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $1.02 Million - $1.15 Million	-6,925 Reduced 31.61%	14,980 $2.33 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $2,920 - $3,322	-32 Reduced 0.15%	21,905 $2.11 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $2.02 Million - $2.53 Million	21,937 New	21,937 $2.14 Million

Others Institutions Holding JPM

# of Institutions

4,616

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brendel Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brendel Financial Advisors LLC with notifications on news.

Account

Brendel Financial Advisors LLC Jpmorgan Chase & CO Transaction History