A detailed history of United Advisor Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, United Advisor Group, LLC holds 18,399 shares of JPM stock, worth $4.46 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
18,399
Previous 14,407 27.71%
Holding current value
$4.46 Million
Previous $2.91 Million 33.13%
% of portfolio
0.92%
Previous 0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$194.9 - $224.8 $778,040 - $897,401
3,992 Added 27.71%
18,399 $3.88 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $282,905 - $321,725
1,571 Added 12.24%
14,407 $2.91 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $2.14 Million - $2.57 Million
12,836 New
12,836 $2.57 Million

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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