A detailed history of Claris Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Claris Advisors, LLC holds 1,040 shares of JPM stock, worth $252,002. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,040
Holding current value
$252,002
% of portfolio
0.11%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $202,696 - $233,792
1,040 New
1,040 $219,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $5,913 - $7,994
-58 Reduced 2.51%
2,254 $302,000
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $4,436 - $25,804
-214 Reduced 8.47%
2,312 $242,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $8,220 - $9,921
73 Added 2.98%
2,526 $285,000
Q1 2022

Apr 21, 2022

BUY
$128.3 - $168.44 $18,218 - $23,918
142 Added 6.14%
2,453 $334,000
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $355,755 - $396,983
2,311 New
2,311 $366,000

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 $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

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Claris Advisors, LLC with notifications on news.