Symphony Financial, Ltd. Co. Jpmorgan Chase & CO Transaction History

Symphony Financial, Ltd. Co.

$608 Million
Q3 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 21,091 shares of JPM stock, worth $5.11 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

21,091

Previous 19,829 6.36%

Holding current value

$5.11 Million

Previous $4.01 Million 10.85%

% of portfolio

0.73%

Previous 0.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$194.9 - $224.8 $245,963 - $283,697	1,262 Added 6.36%	21,091 $4.45 Million
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $1.21 Million - $1.38 Million	6,717 Added 51.23%	19,829 $4.01 Million
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $739,707 - $886,728	-4,427 Reduced 25.24%	13,112 $2.63 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $1.87 Million - $2.34 Million	13,767 Added 364.98%	17,539 $2.98 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $88,646 - $97,802	619 Added 19.63%	3,772 $547,000
Q2 2023 Jul 12, 2023	BUY	$127.47 - $145.44 $27,278 - $31,124	214 Added 7.28%	3,153 $458,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $10,742 - $12,366	86 Added 3.01%	2,939 $382,000
Q4 2022 Jan 26, 2023	BUY	$101.96 - $137.84 $54,344 - $73,468	533 Added 22.97%	2,853 $0
Q3 2022 Oct 27, 2022	SELL	$20.73 - $120.58 $4,830 - $28,095	-233 Reduced 9.13%	2,320 $246,000
Q2 2022 Jul 18, 2022	SELL	$112.61 - $135.91 $20,382 - $24,599	-181 Reduced 6.62%	2,553 $294,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $125,092 - $164,229	975 Added 55.43%	2,734 $358,000
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $35,868 - $40,024	233 Added 15.27%	1,759 $285,000
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $587 - $667	-4 Reduced 0.26%	1,526 $253,000
Q2 2021 Jul 13, 2021	SELL	$147.37 - $166.44 $26,379 - $29,792	-179 Reduced 10.47%	1,530 $238,000
Q1 2021 Apr 15, 2021	BUY	$125.65 - $157.65 $214,735 - $269,423	1,709 New	1,709 $261,000

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 ...

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Symphony Financial, Ltd. Co. Jpmorgan Chase & CO Transaction History