Fin Trust Capital Advisors, LLC Jpmorgan Chase & CO Transaction History

Fin Trust Capital Advisors, LLC

$577 Million
Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 14,277 shares of JPM stock, worth $3.95 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

14,277

Previous 12,749 11.99%

Holding current value

$3.95 Million

Previous $2.58 Million 16.72%

% of portfolio

0.52%

Previous 0.49%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$194.9 - $224.8 $297,807 - $343,494	1,528 Added 11.99%	14,277 $3.01 Million
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $65,369 - $74,338	363 Added 2.93%	12,749 $2.58 Million
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $15,539 - $18,627	-93 Reduced 0.75%	12,386 $2.48 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $55,904 - $70,163	-412 Reduced 3.2%	12,479 $2.12 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $82,918 - $91,482	579 Added 4.7%	12,891 $1.87 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $25,795 - $34,873	-253 Reduced 2.01%	12,312 $1.65 Million
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $4,187 - $24,357	-202 Reduced 1.58%	12,565 $1.49 Million
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $6,981 - $8,426	-62 Reduced 0.48%	12,767 $1.47 Million
Q1 2022 May 03, 2022	BUY	$128.3 - $168.44 $5,260 - $6,906	41 Added 0.32%	12,829 $1.75 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $109,297 - $121,963	-710 Reduced 5.26%	12,788 $2.03 Million
Q3 2021 Nov 16, 2021	SELL	$146.97 - $166.98 $38,212 - $43,414	-260 Reduced 1.89%	13,498 $2.21 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $42,295 - $47,768	-287 Reduced 2.04%	13,758 $2.14 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $154,046 - $193,278	1,226 Added 9.56%	14,045 $2.14 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $20,176 - $26,557	209 Added 1.66%	12,819 $1.63 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $141,849 - $161,336	-1,554 Reduced 10.97%	12,610 $1.21 Million
Q2 2020 Sep 11, 2020	BUY	$84.03 - $113.45 $1.19 Million - $1.61 Million	14,164 New	14,164 $1.33 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $1.3 Million - $1.75 Million	-15,463 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $23,313 - $41,621	295 Added 1.94%	15,463 $1.39 Million
Q4 2019 Jan 23, 2020	BUY	$111.82 - $139.4 $3,801 - $4,739	34 Added 0.22%	15,168 $2.11 Million
Q3 2019 Oct 29, 2019	SELL	$104.8 - $120.23 $1,048 - $1,202	-10 Reduced 0.07%	15,134 $1.78 Million
Q2 2019 Aug 01, 2019	BUY	$104.64 - $116.12 $79,421 - $88,135	759 Added 5.28%	15,144 $1.69 Million
Q1 2019 May 09, 2019	SELL	$97.11 - $107.19 $123,815 - $136,667	-1,275 Reduced 8.14%	14,385 $1.46 Million
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $1.44 Million - $1.81 Million	15,660 New	15,660 $1.53 Million

Others Institutions Holding JPM

# of Institutions

5,018

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

31.3M

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 $811B
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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Account

Fin Trust Capital Advisors, LLC Jpmorgan Chase & CO Transaction History