Abacus Wealth Partners, LLC Jpmorgan Chase & CO Transaction History

Abacus Wealth Partners, LLC

$667 Billion
Q3 2024

A detailed history of Abacus Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Abacus Wealth Partners, LLC holds 2,878 shares of JPM stock, worth $686,000. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,878

Previous 2,569 12.03%

Holding current value

$686,000

Previous $520 Million 16.79%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$194.9 - $224.8 $60,224 - $69,463	309 Added 12.03%	2,878 $607 Million
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $56,545 - $64,304	-314 Reduced 10.89%	2,569 $520 Million
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $88,724 - $106,359	-531 Reduced 15.55%	2,883 $577 Million
Q4 2023 Feb 07, 2024	BUY	$135.69 - $170.3 $62,553 - $78,508	461 Added 15.61%	3,414 $581 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $161,540 - $178,224	1,128 Added 61.81%	2,953 $428 Million
Q2 2023 Jul 25, 2023	BUY	$127.47 - $145.44 $22,179 - $25,306	174 Added 10.54%	1,825 $265 Million
Q1 2023 May 19, 2023	BUY	$124.91 - $143.8 $206,226 - $237,413	1,651 New	1,651 $226 Million
Q4 2022 May 31, 2023	BUY	$101.96 - $137.84 $101 - $137	1 Added 0.06%	1,652 $222 Million
Q3 2022 May 31, 2023	BUY	$20.73 - $120.58 $3,088 - $17,966	149 Added 8.35%	1,933 $202 Million
Q2 2022 May 31, 2023	BUY	$112.61 - $135.91 $22,071 - $26,638	196 Added 12.34%	1,784 $201 Million
Q1 2022 May 31, 2023	SELL	$128.3 - $168.44 $104,051 - $136,604	-811 Reduced 33.81%	1,588 $216 Million
Q4 2021 May 31, 2023	BUY	$153.94 - $171.78 $115,147 - $128,491	748 Added 45.31%	2,399 $380 Million
Q3 2021 May 31, 2023	SELL	$146.97 - $166.98 $123,601 - $140,430	-841 Reduced 25.56%	2,449 $401 Million
Q2 2021 May 31, 2023	BUY	$147.37 - $166.44 $241,539 - $272,795	1,639 Added 99.27%	3,290 $512 Million
Q1 2021 May 31, 2023	BUY	$125.65 - $157.65 $40,961 - $51,393	326 Added 11.0%	3,290 $501 Million
Q4 2020 May 31, 2023	BUY	$96.54 - $127.07 $126,757 - $166,842	1,313 Added 79.53%	2,964 $377 Million

Others Institutions Holding JPM

# of Institutions

4,617

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 $699B
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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Abacus Wealth Partners, LLC Jpmorgan Chase & CO Transaction History