A detailed history of Guardian Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 24,191 shares of JPM stock, worth $5.8 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
24,191
Previous 24,182 0.04%
Holding current value
$5.8 Million
Previous $4.89 Million 4.23%
% of portfolio
0.61%
Previous 0.65%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $1,754 - $2,023
9 Added 0.04%
24,191 $5.1 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $14,046 - $15,973
78 Added 0.32%
24,182 $4.89 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $13,367 - $16,024
80 Added 0.33%
24,104 $4.83 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $42,878 - $53,814
316 Added 1.33%
24,024 $4.09 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $23,916 - $26,386
167 Added 0.71%
23,708 $3.44 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $104,015 - $118,679
816 Added 3.59%
23,541 $3.42 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $198,357 - $228,354
1,588 Added 7.51%
22,725 $2.96 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $5,505 - $7,443
54 Added 0.26%
21,137 $2.83 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $30,721 - $178,699
1,482 Added 7.56%
21,083 $2.2 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $1.08 Million - $1.3 Million
9,569 Added 95.38%
19,601 $2.21 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $81,855 - $107,464
638 Added 6.79%
10,032 $1.37 Million
Q4 2021

May 16, 2022

BUY
$153.94 - $171.78 $1.04 Million - $1.16 Million
6,751 Added 255.43%
9,394 $1.49 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $406,863 - $454,014
2,643 New
2,643 $418,000

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 $704B
  • 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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