Aberdeen Wealth Management LLC Jpmorgan Chase & CO Transaction History

Aberdeen Wealth Management LLC

$166 Million
Q1 2024

A detailed history of Aberdeen Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 15,469 shares of JPM stock, worth $3.21 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

15,469

Previous 15,469 -0.0%

Holding current value

$3.21 Million

Previous $2.63 Million 17.75%

% of portfolio

1.87%

Previous 1.99%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $33,244 - $41,723	-245 Reduced 1.56%	15,469 $2.63 Million
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $9,008 - $10,872	-80 Reduced 0.51%	15,714 $1.77 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $78,509 - $87,607	-510 Reduced 3.13%	15,794 $2.5 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $27,189 - $30,891	-185 Reduced 1.12%	16,304 $2.67 Million
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $1,473 - $1,664	-10 Reduced 0.06%	16,489 $2.57 Million

Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $34,176 - $42,880	-272 Reduced 1.62%	16,499 $2.51 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $14,674 - $19,314	152 Added 0.91%	16,771 $2.13 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $222,905 - $253,528	-2,442 Reduced 12.81%	16,619 $1.6 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $139,741 - $188,667	1,663 Added 9.56%	19,061 $1.79 Million
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $11,301 - $20,175	-143 Reduced 0.82%	17,398 $1.57 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $1.96 Million - $2.45 Million	17,541 New	17,541 $2.45 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $610B
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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Aberdeen Wealth Management LLC Jpmorgan Chase & CO Transaction History