A detailed history of Intelligence Driven Advisers, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 2,508 shares of JPM stock, worth $559,033. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,508
Previous 2,148 16.76%
Holding current value
$559,033
Previous $430,000 17.91%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 05, 2024

BUY
$180.08 - $204.79 $64,828 - $73,724
360 Added 16.76%
2,508 $507,000
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $3,675 - $4,406
22 Added 1.03%
2,148 $430,000
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $17,096 - $21,457
126 Added 6.3%
2,126 $361,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $21,195 - $23,384
-148 Reduced 6.89%
2,000 $290,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $56,214 - $64,139
441 Added 25.83%
2,148 $312,000
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $27,480 - $31,636
-220 Reduced 11.42%
1,707 $222,000
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $16,721 - $22,605
-164 Reduced 7.84%
1,927 $266,000
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $43,346 - $252,132
2,091 New
2,091 $226,000
Q2 2022

Jul 22, 2022

SELL
$112.61 - $135.91 $195,153 - $235,532
-1,733 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $769 - $1,010
6 Added 0.35%
1,733 $227,000
Q4 2021

Feb 02, 2022

SELL
$153.94 - $171.78 $635,926 - $709,623
-4,131 Reduced 70.52%
1,727 $253,000
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $677,028 - $755,488
4,398 Added 301.23%
5,858 $981,000
Q3 2021

Oct 14, 2021

BUY
$146.97 - $166.98 $734 - $834
5 Added 0.34%
1,460 $246,000
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $175,812 - $198,562
1,193 Added 455.34%
1,455 $226,000
Q4 2020

Jan 13, 2021

BUY
$96.54 - $127.07 $25,293 - $33,292
262 New
262 $200,000
Q1 2020

Sep 04, 2020

SELL
$79.03 - $141.09 $129,530 - $231,246
-1,639 Closed
0 $0
Q4 2019

Sep 04, 2020

SELL
$111.82 - $139.4 $11,629 - $14,497
-104 Reduced 5.97%
1,639 $229,000
Q3 2019

Sep 04, 2020

BUY
$104.8 - $120.23 $182,666 - $209,560
1,743 New
1,743 $205,000
Q2 2019

Sep 04, 2020

SELL
$104.64 - $116.12 $311,722 - $345,921
-2,979 Closed
0 $0
Q1 2019

Sep 04, 2020

BUY
$97.11 - $107.19 $59,722 - $65,921
615 Added 26.02%
2,979 $302,000
Q4 2018

Sep 04, 2020

BUY
$92.14 - $115.32 $217,818 - $272,616
2,364 New
2,364 $231,000

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 $654B
  • 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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