180 Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

180 Wealth Advisors, LLC

$693 Million
Q2 2025

A detailed history of 180 Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 18,734 shares of JPM stock, worth $5.73 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

18,734

Previous 19,019 1.5%

Holding current value

$5.73 Million

Previous $4.67 Million 16.42%

% of portfolio

0.78%

Previous 0.76%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$210.28 - $289.91 $59,929 - $82,624	-285 Reduced 1.5%	18,734 $5.43 Million
Q1 2025 Apr 08, 2025	BUY	$225.19 - $279.95 $5,179 - $6,438	23 Added 0.12%	19,019 $4.67 Million
Q4 2024 Jan 13, 2025	SELL	$205.18 - $250.29 $68,940 - $84,097	-336 Reduced 1.74%	18,996 $4.55 Million
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $50,868 - $58,672	-261 Reduced 1.33%	19,332 $4.07 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $30,073 - $34,199	167 Added 0.86%	19,593 $3.96 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $21,554 - $25,838	129 Added 0.67%	19,426 $3.89 Million
Q4 2023 Jan 24, 2024	SELL	$135.69 - $170.3 $52,512 - $65,906	-387 Reduced 1.97%	19,297 $3.28 Million
Q3 2023 Oct 31, 2023	BUY	$143.21 - $158.0 $173,284 - $191,180	1,210 Added 6.55%	19,684 $2.85 Million
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $2,549 - $2,908	-20 Reduced 0.11%	18,474 $2.69 Million
Q1 2023 Apr 07, 2023	BUY	$124.91 - $143.8 $10,367 - $11,935	83 Added 0.45%	18,494 $2.41 Million
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $110,728 - $149,694	1,086 Added 6.27%	18,411 $2.47 Million
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $1,844 - $10,731	-89 Reduced 0.51%	17,325 $1.81 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $42,679 - $51,509	379 Added 2.22%	17,414 $1.99 Million
Q1 2022 Apr 22, 2022	BUY	$128.3 - $168.44 $134,586 - $176,693	1,049 Added 6.56%	17,035 $2.23 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $40,178 - $44,834	-261 Reduced 1.61%	15,986 $2.32 Million
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $21,898 - $24,880	149 Added 0.93%	16,247 $2.71 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $33,600 - $37,948	228 Added 1.44%	16,098 $2.56 Million
Q1 2021 May 25, 2021	SELL	$125.65 - $157.65 $6,282 - $7,882	-50 Reduced 0.31%	15,870 $2.58 Million
Q4 2020 Jan 27, 2021	BUY	$96.54 - $127.07 $117,489 - $154,644	1,217 Added 8.28%	15,920 $2.2 Million
Q3 2020 Oct 23, 2020	BUY	$91.28 - $103.82 $17,617 - $20,037	193 Added 1.33%	14,703 $1.48 Million
Q2 2020 Jul 21, 2020	SELL	$84.03 - $113.45 $13,276 - $17,925	-158 Reduced 1.08%	14,510 $1.42 Million
Q1 2020 Apr 09, 2020	BUY	$79.03 - $141.09 $78,634 - $140,384	995 Added 7.28%	14,668 $1.28 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $15,095 - $18,819	135 Added 1.0%	13,673 $1.87 Million
Q3 2019 Oct 22, 2019	SELL	$104.8 - $120.23 $296,269 - $339,890	-2,827 Reduced 17.27%	13,538 $1.57 Million
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $35,996 - $39,945	-344 Reduced 2.06%	16,365 $1.85 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $384,070 - $423,936	3,955 Added 31.01%	16,709 $1.89 Million
Q4 2018 Jan 15, 2019	SELL	$92.14 - $115.32 $26,167 - $32,750	-284 Reduced 2.18%	12,754 $1.44 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $153,860 - $176,165	1,485 Added 12.85%	13,038 $1.47 Million
Q2 2018 Aug 08, 2018	SELL	$103.24 - $114.29 $185,728 - $205,607	-1,799 Reduced 13.47%	11,553 $1.2 Million
Q1 2018 Jun 01, 2018	SELL	$107.01 - $118.77 $110,648 - $122,808	-1,034 Reduced 7.19%	13,352 $1.47 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $1.38 Million - $1.55 Million	14,386	14,386 $1.54 Million

Others Institutions Holding JPM

# of Institutions

5,346

Shares Held

2.09B

Call Options Held

28.7M

Put Options Held

30.3M

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 $897B
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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180 Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History