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 2,569 shares of JPM stock, worth $535,867. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,569
Previous 2,883 10.89%
Holding current value
$535,867
Previous $577 Million 10.02%
% of portfolio
0.09%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $612B
  • 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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