Gladstone Institutional Advisory LLC Jpmorgan Chase & CO Transaction History

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 81,121 shares of JPM stock, worth $19.7 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
81,121
Previous 124,005 34.58%
Holding current value
$19.7 Million
Previous $25.1 Million 31.83%
% of portfolio
0.86%
Previous 1.32%

Shares

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

Oct 28, 2024
SELL
$194.9 - $224.8 $8.36 Million - $9.64 Million
-42,884 Reduced 34.58%
81,121 $17.1 Million
Q2 2024

Aug 02, 2024
BUY
$180.08 - $204.79 $1.44 Million - $1.63 Million
7,982 Added 6.88%
124,005 $25.1 Million
Q1 2024

May 14, 2024
SELL
$167.09 - $200.3 $2.43 Million - $2.92 Million
-14,558 Reduced 11.15%
116,023 $23.2 Million
Q4 2023

Feb 09, 2024
BUY
$135.69 - $170.3 $1.53 Million - $1.92 Million
11,251 Added 9.43%
130,581 $22.2 Million
Q3 2023

Nov 13, 2023
BUY
$143.21 - $158.0 $5.67 Million - $6.25 Million
39,561 Added 49.59%
119,330 $17.3 Million
Q2 2023

Aug 10, 2023
BUY
$127.47 - $145.44 $1.18 Million - $1.35 Million
9,278 Added 13.16%
79,769 $11.6 Million
Q1 2023

May 12, 2023
BUY
$124.91 - $143.8 $1.52 Million - $1.76 Million
12,206 Added 20.94%
70,491 $9.19 Million
Q4 2022

Feb 01, 2023
SELL
$101.96 - $137.84 $305,981 - $413,657
-3,001 Reduced 4.9%
58,285 $7.82 Million
Q3 2022

Jan 27, 2023
BUY
$20.73 - $120.58 $53,856 - $313,266
2,598 Added 4.43%
61,286 $6.4 Million
Q3 2022

Oct 20, 2022
BUY
$20.73 - $120.58 $53,856 - $313,266
2,598 Added 4.43%
61,286 $6.4 Million
Q2 2022

Jan 27, 2023
BUY
$112.61 - $135.91 $335,127 - $404,468
2,976 Added 5.34%
58,688 $6.61 Million
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $335,127 - $404,468
2,976 Added 5.34%
58,688 $6.61 Million
Q1 2022

Jan 27, 2023
BUY
$128.3 - $168.44 $1.27 Million - $1.67 Million
9,901 Added 21.61%
55,712 $7.6 Million
Q1 2022

May 04, 2022
BUY
$128.3 - $168.44 $1.27 Million - $1.67 Million
9,901 Added 21.61%
55,712 $7.6 Million
Q4 2021

Jan 27, 2023
BUY
$153.94 - $171.78 $1.44 Million - $1.6 Million
9,327 Added 25.56%
45,811 $7.25 Million
Q4 2021

Feb 11, 2022
BUY
$153.94 - $171.78 $1.44 Million - $1.6 Million
9,327 Added 25.56%
45,811 $7.25 Million
Q3 2021

Jan 27, 2023
BUY
$146.97 - $166.98 $1.59 Million - $1.81 Million
10,848 Added 42.32%
36,484 $5.97 Million
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $1.59 Million - $1.81 Million
10,848 Added 42.32%
36,484 $5.97 Million
Q2 2021

Jan 27, 2023
BUY
$147.37 - $166.44 $1.16 Million - $1.32 Million
7,905 Added 44.58%
25,636 $3.99 Million
Q2 2021

Aug 13, 2021
BUY
$147.37 - $166.44 $1.16 Million - $1.32 Million
7,905 Added 44.58%
25,636 $3.99 Million
Q1 2021

Jan 27, 2023
BUY
$125.65 - $157.65 $1.68 Million - $2.11 Million
13,381 Added 307.61%
17,731 $2.7 Million
Q1 2021

May 17, 2021
BUY
$125.65 - $157.65 $1.68 Million - $2.11 Million
13,381 Added 307.61%
17,731 $2.7 Million
Q4 2020

Jan 27, 2023
SELL
$96.54 - $127.07 $37,554 - $49,430
-389 Reduced 8.21%
4,350 $553,000
Q4 2020

Feb 16, 2021
SELL
$96.54 - $127.07 $37,554 - $49,430
-389 Reduced 8.21%
4,350 $553,000
Q3 2020

Jan 27, 2023
SELL
$91.28 - $103.82 $5.16 Million - $5.87 Million
-56,547 Reduced 92.27%
4,739 $456,000
Q3 2020

Nov 16, 2020
BUY
$91.28 - $103.82 $32,039 - $36,440
351 Added 8.0%
4,739 $456,000
Q2 2020

Aug 17, 2020
SELL
$84.03 - $113.45 $247,132 - $333,656
-2,941 Reduced 40.13%
4,388 $413,000
Q1 2020

May 14, 2020
BUY
$79.03 - $141.09 $128,423 - $229,271
1,625 Added 28.49%
7,329 $660,000
Q4 2019

Feb 12, 2020
BUY
$111.82 - $139.4 $49,424 - $61,614
442 Added 8.4%
5,704 $795,000
Q3 2019

Nov 13, 2019
SELL
$104.8 - $120.23 $81,953 - $94,019
-782 Reduced 12.94%
5,262 $619,000
Q2 2019

Aug 14, 2019
BUY
$104.64 - $116.12 $248,206 - $275,436
2,372 Added 64.6%
6,044 $676,000
Q1 2019

May 10, 2019
SELL
$97.11 - $107.19 $135,954 - $150,066
-1,400 Reduced 27.6%
3,672 $372,000
Q4 2018

Feb 13, 2019
BUY
$92.14 - $115.32 $467,334 - $584,903
5,072 New
5,072 $495,000

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • 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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