Aaron Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Aaron Wealth Advisors LLC

$717 Million
Q2 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 15,892 shares of JPM stock, worth $3.38 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

15,892

Previous 15,664 1.46%

Holding current value

$3.38 Million

Previous $3.14 Million 2.45%

% of portfolio

0.45%

Previous 0.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$180.08 - $204.79 $41,058 - $46,692	228 Added 1.46%	15,892 $3.21 Million
Q1 2024 Apr 25, 2024	BUY	$167.09 - $200.3 $686,572 - $823,032	4,109 Added 35.56%	15,664 $3.14 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $9,905 - $12,431	-73 Reduced 0.63%	11,555 $1.97 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $30,790 - $33,970	215 Added 1.88%	11,628 $1.69 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $65,774 - $75,047	516 Added 4.74%	11,413 $1.66 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $11,616 - $13,373	-93 Reduced 0.85%	10,897 $1.42 Million
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $705,665 - $953,990	6,921 Added 170.09%	10,990 $0
Q3 2022 Oct 21, 2022	SELL	$20.73 - $120.58 $9,079 - $52,814	-438 Reduced 9.72%	4,069 $425,000
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $51.2 Million - $61.8 Million	-454,482 Reduced 99.02%	4,507 $507,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $58.4 Million - $76.7 Million	455,438 Added 12825.63%	458,989 $3.37 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $73,737 - $82,282	479 Added 15.59%	3,551 $562,000
Q3 2021 Oct 21, 2021	BUY	$146.97 - $166.98 $20,869 - $23,711	142 Added 4.85%	3,072 $502,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $85,621 - $96,701	581 Added 24.73%	2,930 $455,000
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $162,214 - $203,526	-1,291 Reduced 35.47%	2,349 $357,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $351,405 - $462,534	3,640 New	3,640 $462,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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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Aaron Wealth Advisors LLC Jpmorgan Chase & CO Transaction History