A detailed history of Fi3 Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 5,860 shares of JPM stock, worth $1.41 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,860
Previous 5,754 1.84%
Holding current value
$1.41 Million
Previous $1.16 Million 6.19%
% of portfolio
0.49%
Previous 0.51%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $20,659 - $23,828
106 Added 1.84%
5,860 $1.24 Million
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $8,283 - $9,420
-46 Reduced 0.79%
5,754 $1.16 Million
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $25,397 - $30,445
-152 Reduced 2.55%
5,800 $1.16 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $82,363 - $103,372
-607 Reduced 9.25%
5,952 $1.01 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $102,108 - $112,654
713 Added 12.2%
6,559 $951,000
Q2 2023

Aug 08, 2023

SELL
$127.47 - $145.44 $36,838 - $42,032
-289 Reduced 4.71%
5,846 $850,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $25,106 - $28,903
201 Added 3.39%
6,135 $799,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $145,293 - $196,422
1,425 Added 31.6%
5,934 $795,000
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $2,549 - $14,831
123 Added 2.8%
4,509 $471,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $22,409 - $27,046
199 Added 4.75%
4,386 $491,000
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $9,365 - $12,296
73 Added 1.77%
4,187 $571,000
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $56,495 - $63,043
367 Added 9.79%
4,114 $651,000
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $7,221 - $8,155
-49 Reduced 1.29%
3,747 $573,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $476,967 - $598,439
3,796 New
3,796 $578,000

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 $708B
  • 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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