A detailed history of Moss Adams Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 7,771 shares of JPM stock, worth $1.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,771
Previous 7,284 6.69%
Holding current value
$1.9 Million
Previous $1.47 Billion 11.22%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 17, 2024

BUY
$194.9 - $224.8 $94,916 - $109,477
487 Added 6.69%
7,771 $1.64 Billion
Q2 2024

Jul 23, 2024

BUY
$180.08 - $204.79 $228,161 - $259,468
1,267 Added 21.06%
7,284 $1.47 Billion
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $238,437 - $285,828
1,427 Added 31.09%
6,017 $1.21 Billion
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $18,182 - $22,820
134 Added 3.01%
4,590 $781 Million
Q3 2023

Dec 20, 2023

SELL
$143.21 - $158.0 $5,012 - $5,530
-35 Reduced 0.78%
4,456 $646 Million
Q2 2023

Dec 20, 2023

BUY
$127.47 - $145.44 $27,406 - $31,269
215 Added 5.03%
4,491 $653 Million
Q1 2023

Dec 20, 2023

BUY
$124.91 - $143.8 $44,717 - $51,480
358 Added 9.14%
4,276 $557 Million
Q4 2022

Dec 20, 2023

BUY
$101.96 - $137.84 $399,479 - $540,057
3,918 New
3,918 $525 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 $719B
  • 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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