Hc Advisors, LLC Jpmorgan Chase & CO Transaction History

Hc Advisors, LLC

$117 Million
Q3 2024

A detailed history of Hc Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hc Advisors, LLC holds 2,580 shares of JPM stock, worth $625,159. This represents 0.46% of its overall portfolio holdings.

Number of Shares

2,580

Previous 2,574 0.23%

Holding current value

$625,159

Previous $520,000 4.42%

% of portfolio

0.46%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $1,169 - $1,348	6 Added 0.23%	2,580 $543,000
Q2 2024 Aug 07, 2024	SELL	$180.08 - $204.79 $85,357 - $97,070	-474 Reduced 15.55%	2,574 $520,000
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $73,185 - $87,731	-438 Reduced 12.56%	3,048 $610,000
Q4 2023 Jan 25, 2024	SELL	$135.69 - $170.3 $11,126 - $13,964	-82 Reduced 2.3%	3,486 $592,000
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $3,580 - $3,950	25 Added 0.71%	3,568 $517,000
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $78,139 - $89,154	-613 Reduced 14.75%	3,543 $515,000
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $77,569 - $89,299	621 Added 17.57%	4,156 $541,000
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $32,933 - $44,522	323 Added 10.06%	3,535 $474,000
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $290 - $1,688	14 Added 0.44%	3,212 $336,000
Q2 2022 Aug 08, 2022	SELL	$112.61 - $135.91 $849,642 - $1.03 Million	-7,545 Reduced 70.23%	3,198 $360,000
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $9,365 - $12,296	73 Added 0.68%	10,743 $1.47 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $923 - $1,030	6 Added 0.06%	10,670 $1.69 Million
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $6,319 - $7,180	-43 Reduced 0.4%	10,664 $1.75 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $884 - $998	6 Added 0.06%	10,707 $1.67 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $964,112 - $1.21 Million	7,673 Added 253.4%	10,701 $1.63 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $868 - $1,143	9 Added 0.3%	3,028 $385,000
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $30,943 - $35,194	-339 Reduced 10.1%	3,019 $291,000
Q2 2020 Aug 12, 2020	BUY	$84.03 - $113.45 $282,172 - $380,965	3,358 New	3,358 $316,000

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

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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