Acg Wealth Jpmorgan Chase & CO Transaction History

Acg Wealth

$437 Million
Q3 2022

A detailed history of Acg Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Acg Wealth holds 25,355 shares of JPM stock, worth $6.33 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

25,355

Previous 25,604 0.97%

Holding current value

$6.33 Million

Previous $2.88 Million 8.08%

% of portfolio

0.61%

Previous 0.59%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $5,161 - $30,024	-249 Reduced 0.97%	25,355 $2.65 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $45,719 - $55,179	406 Added 1.61%	25,604 $2.88 Million
Q1 2022 Apr 07, 2022	SELL	$128.3 - $168.44 $1.12 Million - $1.47 Million	-8,710 Reduced 25.69%	25,198 $3.44 Million
Q4 2021 Jan 18, 2022	SELL	$153.94 - $171.78 $734,447 - $819,562	-4,771 Reduced 12.33%	33,908 $5.37 Million
Q3 2021 Nov 01, 2021	SELL	$146.97 - $166.98 $144,912 - $164,642	-986 Reduced 2.49%	38,679 $6.33 Million
Q2 2021 Aug 06, 2021	SELL	$147.37 - $166.44 $359,877 - $406,446	-2,442 Reduced 5.8%	39,665 $6.17 Million
Q1 2021 May 03, 2021	SELL	$125.65 - $157.65 $485,762 - $609,474	-3,866 Reduced 8.41%	42,107 $6.41 Million
Q4 2020 Feb 02, 2021	SELL	$96.54 - $127.07 $158,325 - $208,394	-1,640 Reduced 3.44%	45,973 $5.84 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $209,852 - $238,682	-2,299 Reduced 4.61%	47,613 $4.58 Million
Q2 2020 Oct 07, 2020	SELL	$84.03 - $113.45 $303,180 - $409,327	-3,608 Reduced 6.74%	49,912 $4.7 Million
Q1 2020 Oct 07, 2020	SELL	$79.03 - $141.09 $548,152 - $978,600	-6,936 Reduced 11.47%	53,520 $4.82 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $445,602 - $555,509	-3,985 Reduced 6.18%	60,456 $8.43 Million
Q3 2019 Oct 30, 2019	SELL	$104.8 - $120.23 $1.34 Million - $1.54 Million	-12,818 Reduced 16.59%	64,441 $7.58 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $149,949 - $166,399	-1,433 Reduced 1.82%	77,259 $8.64 Million
Q1 2019 Apr 25, 2019	BUY	$97.11 - $107.19 $445,152 - $491,358	4,584 Added 6.19%	78,692 $7.97 Million
Q4 2018 Jan 14, 2019	BUY	$92.14 - $115.32 $147,424 - $184,512	1,600 Added 2.21%	74,108 $7.24 Million
Q3 2018 Oct 09, 2018	SELL	$103.61 - $118.63 $101,745 - $116,494	-982 Reduced 1.34%	72,508 $8.18 Million
Q2 2018 Jul 26, 2018	BUY	$103.24 - $114.29 $343,685 - $380,471	3,329 Added 4.74%	73,490 $7.66 Million
Q1 2018 Apr 10, 2018	BUY	$107.01 - $118.77 $90,637 - $100,598	847 Added 1.22%	70,161 $7.72 Million
Q4 2017 Feb 08, 2018	SELL	$95.86 - $107.83 $228,913 - $257,498	-2,388 Reduced 3.33%	69,314 $7.41 Million
Q3 2017 Nov 07, 2017	SELL	$88.42 - $95.51 $533,526 - $576,307	-6,034 Reduced 7.76%	71,702 $6.85 Million
Q2 2017 Aug 14, 2017	BUY	N/A	77,736	77,736 $7.1 Million

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 $732B
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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