Accel Wealth Management Jpmorgan Chase & CO Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Accel Wealth Management holds 8,350 shares of JPM stock, worth $2.24 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

8,350

Previous 8,493 1.68%

Holding current value

$2.24 Million

Previous $2.04 Million 0.64%

% of portfolio

0.76%

Previous 0.79%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$225.19 - $279.95 $32,202 - $40,032	-143 Reduced 1.68%	8,350 $2.05 Million
Q4 2024 Jan 21, 2025	SELL	$205.18 - $250.29 $70,376 - $85,849	-343 Reduced 3.88%	8,493 $2.04 Million
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $34,302 - $39,564	176 Added 2.03%	8,836 $1.86 Million
Q2 2024 Jul 12, 2024	BUY	$180.08 - $204.79 $121,734 - $138,438	676 Added 8.47%	8,660 $1.75 Million
Q1 2024 Apr 19, 2024	SELL	$167.09 - $200.3 $2,506 - $3,004	-15 Reduced 0.19%	7,984 $1.6 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $19,539 - $24,523	144 Added 1.83%	7,999 $1.36 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $3,866 - $4,266	27 Added 0.34%	7,855 $1.14 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $15,806 - $18,034	124 Added 1.61%	7,828 $1.14 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $50,213 - $57,807	-402 Reduced 4.96%	7,704 $1 Million
Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $55,160 - $74,571	-541 Reduced 6.26%	8,106 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $165 - $964	8 Added 0.09%	8,647 $975,000
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $6,643 - $8,018	-59 Reduced 0.68%	8,639 $976,000
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $5,901 - $7,748	46 Added 0.53%	8,698 $1.18 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $82,357 - $91,902	535 Added 6.59%	8,652 $1.37 Million
Q3 2021 Nov 04, 2021	SELL	$146.97 - $166.98 $2,057 - $2,337	-14 Reduced 0.17%	8,117 $1.33 Million
Q2 2021 Aug 03, 2021	BUY	$147.37 - $166.44 $19,894 - $22,469	135 Added 1.69%	8,131 $1.27 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $20,732 - $26,012	165 Added 2.11%	7,996 $1.22 Million
Q4 2020 Jan 27, 2021	BUY	$96.54 - $127.07 $756,004 - $995,085	7,831 New	7,831 $995,000

Others Institutions Holding JPM

# of Institutions

5,189

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $788B
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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Accel Wealth Management Jpmorgan Chase & CO Transaction History