A detailed history of Guardian Capital Advisors LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guardian Capital Advisors LP holds 97,850 shares of JPM stock, worth $23.8 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
97,850
Previous 98,307 0.46%
Holding current value
$23.8 Million
Previous $19.9 Million 3.73%
% of portfolio
2.13%
Previous 2.26%

Shares

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

Nov 12, 2024

SELL
$194.9 - $224.8 $89,069 - $102,733
-457 Reduced 0.46%
97,850 $20.6 Million
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $673,679 - $766,119
-3,741 Reduced 3.67%
98,307 $19.9 Million
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $782,315 - $937,804
-4,682 Reduced 4.39%
102,048 $20.4 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $917,128 - $1.15 Million
-6,759 Reduced 5.96%
106,730 $18.2 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $882,173 - $973,280
-6,160 Reduced 5.15%
113,489 $16.5 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $734,482 - $838,025
-5,762 Reduced 4.59%
119,649 $17.4 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $13,615 - $15,674
109 Added 0.09%
125,411 $16.3 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $7,137 - $9,648
70 Added 0.06%
125,302 $16.8 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $97,949 - $569,740
4,725 Added 3.92%
125,232 $13 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $1.03 Million - $1.24 Million
9,143 Added 8.21%
120,507 $13 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $117,137 - $153,785
913 Added 0.83%
111,364 $14.6 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $131,926 - $147,215
-857 Reduced 0.77%
110,451 $18.6 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $23,515 - $26,716
160 Added 0.14%
111,308 $18.6 Million
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $7,368 - $8,322
50 Added 0.05%
111,148 $17.3 Million
Q1 2021

May 17, 2021

SELL
$125.65 - $157.65 $62,448 - $78,352
-497 Reduced 0.45%
111,098 $16.8 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $151,374 - $199,245
-1,568 Reduced 1.39%
111,595 $14 Million
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $1.44 Million - $1.63 Million
15,727 Added 16.14%
113,163 $11.3 Million
Q2 2020

Aug 13, 2020

SELL
$84.03 - $113.45 $32,771 - $44,245
-390 Reduced 0.4%
97,436 $6.99 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $173,786 - $310,256
-2,199 Reduced 2.2%
97,826 $5.8 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $167,841 - $209,239
-1,501 Reduced 1.48%
100,025 $13.9 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $55,229 - $63,361
527 Added 0.52%
101,526 $11.5 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $136,032 - $150,956
1,300 Added 1.3%
100,999 $11.4 Million
Q1 2019

May 15, 2019

SELL
$97.11 - $107.19 $44,185 - $48,771
-455 Reduced 0.45%
99,699 $11.3 Million
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $90,481 - $113,244
-982 Reduced 0.97%
100,154 $10.1 Million
Q3 2018

Nov 13, 2018

SELL
$103.61 - $118.63 $461,686 - $528,615
-4,456 Reduced 4.22%
101,136 $11.6 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $674,983 - $747,228
-6,538 Reduced 5.83%
105,592 $11.7 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $588,555 - $653,235
-5,500 Reduced 4.68%
112,130 $12.4 Million
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $78,988 - $88,851
-824 Reduced 0.7%
117,630 $13.3 Million
Q3 2017

Nov 15, 2017

SELL
$88.42 - $95.51 $249,521 - $269,529
-2,822 Reduced 2.33%
118,454 $11.8 Million
Q2 2017

Aug 14, 2017

BUY
N/A
121,276
121,276 $11.3 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 $713B
  • 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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