A detailed history of Guerra Pan Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 17,768 shares of JPM stock, worth $3.99 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
17,768
Previous 16,780 5.89%
Holding current value
$3.99 Million
Previous $3.36 Billion 6.92%
% of portfolio
3.01%
Previous 3.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $177,919 - $202,332
988 Added 5.89%
17,768 $3.59 Billion
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $306,610 - $367,550
-1,835 Reduced 9.86%
16,780 $3.36 Billion
Q4 2023

Jan 30, 2024

BUY
$135.69 - $170.3 $50,476 - $63,351
372 Added 2.04%
18,615 $3.17 Billion
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $16,469 - $18,170
-115 Reduced 0.63%
18,243 $2.65 Billion
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $17,845 - $20,361
140 Added 0.77%
18,358 $2.67 Billion
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $16,238 - $18,694
-130 Reduced 0.71%
18,218 $2.37 Billion
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $7,646 - $10,338
-75 Reduced 0.41%
18,348 $2.46 Billion
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $2,073 - $12,058
-100 Reduced 0.54%
18,423 $1.95 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $2.85 Million - $3.18 Million
18,523 New
18,523 $2.93 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 $659B
  • 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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