Private Advisory Group LLC Jpmorgan Chase & CO Transaction History

Private Advisory Group LLC

$820 Million
Q3 2024

A detailed history of Private Advisory Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Advisory Group LLC holds 19,870 shares of JPM stock, worth $4.77 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

19,870

Previous 1,815 994.77%

Holding current value

$4.77 Million

Previous $367,000 1041.14%

% of portfolio

0.51%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$194.9 - $224.8 $3.52 Million - $4.06 Million	18,055 Added 994.77%	19,870 $4.19 Million
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $139,922 - $159,121	777 Added 74.86%	1,815 $367,000
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $173,439 - $207,911	1,038 New	1,038 $207,000
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $22,023 - $29,773	216 Added 0.32%	68,107 $9.13 Million
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $436,428 - $2.54 Million	-21,053 Reduced 23.67%	67,891 $7.1 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $519,244 - $626,681	-4,611 Reduced 4.93%	88,944 $10 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $1.46 Million - $1.91 Million	11,354 Added 13.81%	93,555 $12.8 Million
Q4 2021 Jan 27, 2022	BUY	$153.94 - $171.78 $584,510 - $652,248	3,797 Added 4.84%	82,201 $13 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $59,375 - $67,459	404 Added 0.52%	78,404 $12.8 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $1.99 Million - $2.25 Million	13,524 Added 20.98%	78,000 $12.1 Million
Q1 2021 Apr 08, 2021	SELL	$125.65 - $157.65 $203,929 - $255,865	-1,623 Reduced 2.46%	64,476 $9.82 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $68,446 - $90,092	709 Added 1.08%	66,099 $8.4 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $25,193 - $28,654	-276 Reduced 0.42%	65,390 $6.3 Million
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $5.19 Million - $7.01 Million	61,802 Added 1599.43%	65,666 $6.18 Million
Q1 2020 Apr 24, 2020	BUY	$79.03 - $141.09 $305,371 - $545,171	3,864 New	3,864 $348,000
Q2 2018 Aug 07, 2018	SELL	$103.24 - $114.29 $375,070 - $415,215	-3,633 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $17,549 - $19,478	164 Added 4.73%	3,633 $400,000
Q4 2017 Jan 30, 2018	BUY	$95.86 - $107.83 $332,538 - $374,062	3,469	3,469 $371,000

Others Institutions Holding JPM

# of Institutions

4,620

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 $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 ...

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Private Advisory Group LLC Jpmorgan Chase & CO Transaction History