A detailed history of Citadel Investment Advisory, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Citadel Investment Advisory, Inc. holds 8,936 shares of JPM stock, worth $2.17 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
8,936
Previous 8,936 -0.0%
Holding current value
$2.17 Million
Previous $1.81 Million 4.21%
% of portfolio
1.02%
Previous 1.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $3,580 - $3,950
-25 Reduced 0.28%
8,936 $1.3 Million
Q2 2023

Jul 11, 2023

SELL
$127.47 - $145.44 $19,120 - $21,816
-150 Reduced 1.65%
8,961 $1.3 Million
Q4 2022

Jan 18, 2023

SELL
$101.96 - $137.84 $10,196 - $13,784
-100 Reduced 1.09%
9,111 $1.22 Million
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $2,591 - $15,072
125 Added 1.38%
9,211 $963,000
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $14,076 - $16,988
-125 Reduced 1.36%
9,086 $1.02 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $6,928 - $9,095
-54 Reduced 0.58%
9,211 $1.26 Million
Q4 2021

Jan 27, 2022

SELL
$153.94 - $171.78 $34,636 - $38,650
-225 Reduced 2.37%
9,265 $1.47 Million
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $916,164 - $1.21 Million
9,490 New
9,490 $1.21 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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