A detailed history of Paladin Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 2,802 shares of JPM stock, worth $678,952. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,802
Previous 2,802 -0.0%
Holding current value
$678,952
Previous $566,000 4.24%
% of portfolio
0.44%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $20,217 - $24,236
-121 Reduced 4.14%
2,802 $561,000
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $240,578 - $301,941
-1,773 Reduced 37.76%
2,923 $497,000
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $12,459 - $13,746
-87 Reduced 1.82%
4,696 $681,000
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $1,657 - $1,890
13 Added 0.27%
4,783 $695,000
Q1 2023

Apr 21, 2023

BUY
$124.91 - $143.8 $595,820 - $685,926
4,770 New
4,770 $621,000
Q1 2022

Apr 15, 2022

BUY
$128.3 - $168.44 $653,431 - $857,864
5,093 New
5,093 $689,000

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 $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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