A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,108 shares of JPM stock, worth $271,194. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,108
Holding current value
$271,194
% of portfolio
0.03%

Shares

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

Oct 07, 2024

BUY
$194.9 - $224.8 $215,949 - $249,078
1,108 New
1,108 $234 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $73,352 - $87,931
439 Added 126.15%
787 $158 Million
Q4 2023

Apr 04, 2024

SELL
$135.69 - $170.3 $59,025 - $74,080
-435 Reduced 55.56%
348 $46.6 Million
Q3 2023

Apr 04, 2024

SELL
$143.21 - $158.0 $14,177 - $15,642
-99 Reduced 11.22%
783 $114 Million
Q2 2023

Apr 04, 2024

SELL
$127.47 - $145.44 $8,922 - $10,180
-70 Reduced 7.35%
882 $128 Million
Q1 2023

Apr 04, 2024

BUY
$124.91 - $143.8 $75,445 - $86,855
604 Added 173.56%
952 $124 Million
Q4 2022

Apr 04, 2024

BUY
$101.96 - $137.84 $14,376 - $19,435
141 Added 68.12%
348 $46.6 Million
Q3 2022

Apr 04, 2024

BUY
$20.73 - $120.58 $20 - $120
1 Added 0.49%
207 $21.7 Million
Q2 2022

Apr 04, 2024

BUY
$112.61 - $135.91 $23,197 - $27,997
206 New
206 $23.2 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 $718B
  • 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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