A detailed history of Goldstein Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Goldstein Advisors, LLC holds 4,531 shares of JPM stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,531
Previous 4,181 8.37%
Holding current value
$1.1 Million
Previous $846 Million 12.98%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $68,215 - $78,680
350 Added 8.37%
4,531 $955 Million
Q2 2024

Jul 24, 2024

BUY
$180.08 - $204.79 $29,533 - $33,585
164 Added 4.08%
4,181 $846 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $15,873 - $19,028
95 Added 2.42%
4,017 $805 Million
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $75,042 - $82,792
-524 Reduced 11.79%
3,922 $569 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $1,657 - $1,890
13 Added 0.29%
4,446 $647 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $70,199 - $80,815
562 Added 14.52%
4,433 $578 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $394,687 - $533,578
3,871 New
3,871 $519 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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