A detailed history of Yhb Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 43,176 shares of JPM stock, worth $10.5 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
43,176
Previous 41,671 3.61%
Holding current value
$10.5 Million
Previous $8.43 Million 7.97%
% of portfolio
0.77%
Previous 0.74%

Shares

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

Oct 22, 2024

BUY
$194.9 - $224.8 $293,324 - $338,324
1,505 Added 3.61%
43,176 $9.1 Million
Q2 2024

Aug 01, 2024

BUY
$180.08 - $204.79 $439,215 - $499,482
2,439 Added 6.22%
41,671 $8.43 Million
Q1 2024

Aug 14, 2024

SELL
$167.09 - $200.3 $407,532 - $488,531
-2,439 Reduced 5.85%
39,232 $7.86 Million
Q1 2024

Apr 26, 2024

BUY
$167.09 - $200.3 $267,009 - $320,079
1,598 Added 4.25%
39,232 $7.86 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $68,930 - $86,512
508 Added 1.37%
37,634 $6.4 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $1.48 Million - $1.63 Million
10,337 Added 38.59%
37,126 $5.38 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $118,674 - $135,404
931 Added 3.6%
26,789 $3.9 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $438,184 - $504,450
3,508 Added 15.7%
25,858 $3.37 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $44,250 - $59,822
434 Added 1.98%
22,350 $0
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $4,042 - $23,513
195 Added 0.9%
21,916 $2.29 Million
Q2 2022

Jul 14, 2022

BUY
$112.61 - $135.91 $42,341 - $51,102
376 Added 1.76%
21,721 $2.45 Million
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $101,870 - $133,741
794 Added 3.86%
21,345 $2.91 Million
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $97,597 - $108,908
634 Added 3.18%
20,551 $3.25 Million
Q3 2021

Oct 28, 2021

BUY
$146.97 - $166.98 $136,829 - $155,458
931 Added 4.9%
19,917 $3.26 Million
Q2 2021

Jul 15, 2021

BUY
$147.37 - $166.44 $55,853 - $63,080
379 Added 2.04%
18,986 $2.95 Million
Q1 2021

Apr 22, 2021

SELL
$125.65 - $157.65 $158,570 - $198,954
-1,262 Reduced 6.35%
18,607 $2.85 Million
Q4 2020

Jan 21, 2021

BUY
$96.54 - $127.07 $38,616 - $50,828
400 Added 2.05%
19,869 $2.53 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $35,964 - $40,905
394 Added 2.07%
19,469 $1.87 Million
Q2 2020

Jul 20, 2020

BUY
$84.03 - $113.45 $53,190 - $71,813
633 Added 3.43%
19,075 $1.79 Million
Q1 2020

Apr 16, 2020

BUY
$79.03 - $141.09 $15,094 - $26,948
191 Added 1.05%
18,442 $1.66 Million
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $146,148 - $182,195
1,307 Added 7.71%
18,251 $2.54 Million
Q3 2019

Oct 15, 2019

BUY
$104.8 - $120.23 $26,933 - $30,899
257 Added 1.54%
16,944 $1.99 Million
Q2 2019

Jul 15, 2019

SELL
$104.64 - $116.12 $73,038 - $81,051
-698 Reduced 4.01%
16,687 $1.87 Million
Q1 2019

Apr 29, 2019

BUY
$97.11 - $107.19 $30,492 - $33,657
314 Added 1.84%
17,385 $1.76 Million
Q4 2018

Jan 11, 2019

SELL
$92.14 - $115.32 $2.35 Million - $2.95 Million
-25,551 Reduced 59.95%
17,071 $1.67 Million
Q3 2018

Oct 29, 2018

SELL
$103.61 - $118.63 $90,658 - $103,801
-875 Reduced 2.01%
42,622 $4.81 Million
Q2 2018

Jul 09, 2018

BUY
$103.24 - $114.29 $516 - $571
5 Added 0.01%
43,497 $4.53 Million
Q1 2018

Apr 16, 2018

SELL
$107.01 - $118.77 $634,034 - $703,712
-5,925 Reduced 11.99%
43,492 $4.78 Million
Q4 2017

Jan 16, 2018

SELL
$95.86 - $107.83 $13,803 - $15,527
-144 Reduced 0.29%
49,417 $5.29 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $4.38 Million - $4.73 Million
49,561
49,561 $4.73 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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