A detailed history of Dynamic Advisor Solutions LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 93,743 shares of JPM stock, worth $22.7 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
93,743
Previous 95,764 2.11%
Holding current value
$22.7 Million
Previous $19.4 Million 2.01%
% of portfolio
0.6%
Previous 0.62%

Shares

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

Oct 07, 2024

SELL
$194.9 - $224.8 $393,892 - $454,320
-2,021 Reduced 2.11%
93,743 $19.8 Million
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $313,519 - $356,539
1,741 Added 1.85%
95,764 $19.4 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $211,870 - $253,980
-1,268 Reduced 1.33%
94,023 $18.8 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $3.3 Million - $4.15 Million
24,353 Added 34.33%
95,291 $16.2 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $321,649 - $354,868
2,246 Added 3.27%
70,938 $10.3 Million
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $367,496 - $419,303
2,883 Added 4.38%
68,692 $9.99 Million
Q1 2023

Apr 10, 2023

BUY
$124.91 - $143.8 $81,441 - $93,757
652 Added 1.0%
65,809 $8.58 Million
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $19,576 - $26,465
-192 Reduced 0.29%
65,157 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $81,614 - $474,723
3,937 Added 6.41%
65,349 $6.83 Million
Q2 2022

Jul 27, 2022

SELL
$112.61 - $135.91 $772,054 - $931,798
-6,856 Reduced 10.04%
61,412 $6.92 Million
Q1 2022

Apr 11, 2022

BUY
$128.3 - $168.44 $818,554 - $1.07 Million
6,380 Added 10.31%
68,268 $9.31 Million
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $425,798 - $475,143
2,766 Added 4.68%
61,888 $9.8 Million
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $203,406 - $231,100
1,384 Added 2.4%
59,122 $9.68 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $843,840 - $953,035
5,726 Added 11.01%
57,738 $8.98 Million
Q1 2021

Apr 27, 2021

SELL
$125.65 - $157.65 $1.17 Million - $1.47 Million
-9,325 Reduced 15.2%
52,012 $7.92 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $365,017 - $480,451
3,781 Added 6.57%
61,337 $7.79 Million
Q3 2020

Oct 27, 2020

BUY
$91.28 - $103.82 $181,282 - $206,186
1,986 Added 3.57%
57,556 $5.54 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $270,576 - $365,309
3,220 Added 6.15%
55,570 $5.23 Million
Q1 2020

May 07, 2020

SELL
$79.03 - $141.09 $52,317 - $93,401
-662 Reduced 1.25%
52,350 $4.71 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $17,108 - $21,328
153 Added 0.29%
53,012 $7.39 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $1,676 - $1,923
16 Added 0.03%
52,859 $6.22 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $631,816 - $701,132
6,038 Added 12.9%
52,843 $5.91 Million
Q1 2019

Apr 10, 2019

BUY
$97.11 - $107.19 $434,955 - $480,104
4,479 Added 10.58%
46,805 $4.74 Million
Q4 2018

Jan 29, 2019

BUY
$92.14 - $115.32 $455,079 - $569,565
4,939 Added 13.21%
42,326 $4.38 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $79,054 - $90,514
763 Added 2.08%
37,387 $4.22 Million
Q2 2018

Aug 07, 2018

BUY
$103.24 - $114.29 $693,876 - $768,143
6,721 Added 22.48%
36,624 $3.82 Million
Q1 2018

May 01, 2018

BUY
$107.01 - $118.77 $1.32 Million - $1.46 Million
12,321 Added 70.08%
29,903 $3.29 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $95,764 - $107,722
999 Added 6.02%
17,582 $1.88 Million
Q3 2017

Oct 16, 2017

BUY
$88.42 - $95.51 $1.47 Million - $1.58 Million
16,583
16,583 $1.58 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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