Abundance Wealth Counselors Jpmorgan Chase & CO Transaction History

Abundance Wealth Counselors

$483 Million
Q3 2024

A detailed history of Abundance Wealth Counselors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Abundance Wealth Counselors holds 13,712 shares of JPM stock, worth $3.43 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

13,712

Previous 14,310 4.18%

Holding current value

$3.43 Million

Previous $2.89 Million 0.1%

% of portfolio

0.6%

Previous 1.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$194.9 - $224.8 $116,550 - $134,430	-598 Reduced 4.18%	13,712 $2.89 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $278,583 - $316,810	-1,547 Reduced 9.76%	14,310 $2.89 Million
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $10,860 - $13,019	-65 Reduced 0.41%	15,857 $3.18 Million
Q4 2023 Jan 17, 2024	SELL	$135.69 - $170.3 $1,492 - $1,873	-11 Reduced 0.07%	15,922 $2.71 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $115,427 - $127,348	-806 Reduced 4.82%	15,933 $2.31 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $26,386 - $30,106	207 Added 1.25%	16,739 $2.44 Million
Q1 2023 May 02, 2023	SELL	$124.91 - $143.8 $2,498 - $2,876	-20 Reduced 0.12%	16,532 $2.15 Million
Q4 2022 Feb 09, 2023	BUY	$101.96 - $137.84 $226,045 - $305,591	2,217 Added 15.47%	16,552 $2.22 Million
Q4 2022 Feb 02, 2023	SELL	$101.96 - $137.84 $181,080 - $244,803	-1,776 Reduced 11.02%	14,335 $1.92 Million
Q3 2022 Oct 31, 2022	BUY	$20.73 - $120.58 $103 - $602	5 Added 0.03%	16,111 $1.68 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $35,359 - $42,675	314 Added 1.99%	16,106 $1.81 Million
Q1 2022 Apr 28, 2022	BUY	$128.3 - $168.44 $251,981 - $330,816	1,964 Added 14.2%	15,792 $2.15 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $49,876 - $55,656	324 Added 2.4%	13,828 $2.19 Million
Q3 2021 Nov 04, 2021	BUY	$146.97 - $166.98 $17,489 - $19,870	119 Added 0.89%	13,504 $2.21 Million
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $305 Million - $344 Million	-2,068,518 Reduced 99.36%	13,385 $2.08 Million
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $305 Million - $344 Million	2,069,110 Added 16173.77%	2,081,903 $13,000
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $1.6 Million - $2.01 Million	12,773 Added 63865.0%	12,793 $1.95 Million
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $1.53 Million - $1.92 Million	-12,152 Reduced 99.84%	20 $6,000
Q4 2020 Jan 27, 2021	SELL	$96.54 - $127.07 $50,297 - $66,203	-521 Reduced 4.1%	12,172 $1.55 Million
Q3 2020 Nov 04, 2020	BUY	$91.28 - $103.82 $150,885 - $171,614	1,653 Added 14.97%	12,693 $1.22 Million
Q2 2020 Jul 21, 2020	BUY	$84.03 - $113.45 $600,310 - $810,486	7,144 Added 183.37%	11,040 $1.04 Million
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $48,998 - $87,475	620 Added 18.93%	3,896 $351,000
Q3 2019 Oct 31, 2019	BUY	$104.8 - $120.23 $94,320 - $108,207	900 Added 37.88%	3,276 $386,000
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $248,624 - $275,901	2,376 New	2,376 $266,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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Abundance Wealth Counselors Jpmorgan Chase & CO Transaction History