Insight Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 12,404 shares of JPM stock, worth $3.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

12,404

Previous 12,238 1.36%

Holding current value

$3.1 Million

Previous $2.48 Million 5.62%

% of portfolio

0.35%

Previous 0.35%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $32,353 - $37,316	166 Added 1.36%	12,404 $2.61 Million
Q2 2024 Jul 08, 2024	BUY	$180.08 - $204.79 $37,096 - $42,186	206 Added 1.71%	12,238 $2.48 Million
Q1 2024 Apr 05, 2024	SELL	$167.09 - $200.3 $335,516 - $402,202	-2,008 Reduced 14.3%	12,032 $2.41 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $51,562 - $64,714	-380 Reduced 2.64%	14,040 $2.39 Million
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $143,782 - $158,632	1,004 Added 7.48%	14,420 $2.09 Million
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $5,353 - $6,108	42 Added 0.31%	13,416 $1.95 Million
Q1 2023 Apr 06, 2023	SELL	$124.91 - $143.8 $55,959 - $64,422	-448 Reduced 3.24%	13,374 $1.74 Million
Q4 2022 Jan 06, 2023	BUY	$101.96 - $137.84 $147,026 - $198,765	1,442 Added 11.65%	13,822 $0
Q2 2022 Jul 01, 2022	BUY	$112.61 - $135.91 $223,868 - $270,189	1,988 Added 19.13%	12,380 $1.39 Million
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $220,034 - $288,874	1,715 Added 19.76%	10,392 $1.42 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $206,741 - $230,700	1,343 Added 18.31%	8,677 $1.37 Million
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $65,254 - $74,139	444 Added 6.44%	7,334 $1.2 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $569,142 - $642,791	-3,862 Reduced 35.92%	6,890 $1.07 Million
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $394,917 - $495,493	3,143 Added 41.31%	10,752 $1.64 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $17,377 - $22,872	180 Added 2.42%	7,609 $967,000
Q3 2020 Oct 29, 2020	BUY	$91.28 - $103.82 $241,526 - $274,707	2,646 Added 55.32%	7,429 $715,000
Q2 2020 Jul 31, 2020	SELL	$84.03 - $113.45 $420 - $567	-5 Reduced 0.1%	4,783 $450,000
Q1 2020 Apr 21, 2020	SELL	$79.03 - $141.09 $227,448 - $406,057	-2,878 Reduced 37.54%	4,788 $431,000
Q4 2019 Feb 21, 2020	BUY	$111.82 - $139.4 $499,835 - $623,118	4,470 Added 139.86%	7,666 $1.07 Million
Q3 2019 Nov 06, 2019	BUY	$104.8 - $120.23 $12,156 - $13,946	116 Added 3.77%	3,196 $376,000
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $2,197 - $2,438	21 Added 0.69%	3,080 $344,000
Q1 2019 Apr 24, 2019	SELL	$97.11 - $107.19 $244,037 - $269,368	-2,513 Reduced 45.1%	3,059 $310,000
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $513,404 - $642,563	5,572 New	5,572 $544,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $734B
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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Insight Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History