Accurate Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Accurate Wealth Management, LLC

$426 Million
Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 28,321 shares of JPM stock, worth $5.98 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

28,321

Previous 26,993 4.92%

Holding current value

$5.98 Million

Previous $5.41 Million 5.96%

% of portfolio

1.34%

Previous 1.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $239,146 - $271,961	1,328 Added 4.92%	28,321 $5.73 Million
Q1 2024 Apr 22, 2024	BUY	$167.09 - $200.3 $315,298 - $377,966	1,887 Added 7.52%	26,993 $5.41 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $106,516 - $133,685	-785 Reduced 3.03%	25,106 $4.27 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $188,177 - $207,612	1,314 Added 5.35%	25,891 $3.75 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $217,846 - $248,556	1,709 Added 7.47%	24,577 $3.57 Million
Q1 2023 Apr 13, 2023	BUY	$124.91 - $143.8 $165,380 - $190,391	1,324 Added 6.15%	22,868 $2.98 Million
Q4 2022 Jan 11, 2023	BUY	$101.96 - $137.84 $411,612 - $556,460	4,037 Added 23.06%	21,544 $0
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $113,869 - $662,345	5,493 Added 45.72%	17,507 $2.71 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $21,621 - $26,094	-192 Reduced 1.57%	12,014 $1.37 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $799,693 - $1.05 Million	6,233 Added 104.35%	12,206 $1.66 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $25,707 - $28,687	167 Added 2.88%	5,973 $1.69 Million
Q3 2021 Oct 22, 2021	SELL	$146.97 - $166.98 $1.44 Million - $1.63 Million	-9,770 Reduced 62.72%	5,806 $1.69 Million
Q2 2021 Aug 25, 2021	BUY	$147.37 - $166.44 $2.3 Million - $2.59 Million	15,576 New	15,576 $2.42 Million

Others Institutions Holding JPM

# of Institutions

4,538

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $620B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

Accurate Wealth Management, LLC Jpmorgan Chase & CO Transaction History