A detailed history of Acorn Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 11,579 shares of JPM stock, worth $2.37 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
11,579
Previous 11,808 1.94%
Holding current value
$2.37 Million
Previous $2.01 Million 15.49%
% of portfolio
1.26%
Previous 1.2%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $38,263 - $45,868
-229 Reduced 1.94%
11,579 $2.32 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $19,946 - $25,034
-147 Reduced 1.23%
11,808 $2.01 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $4,869 - $5,372
34 Added 0.29%
11,955 $1.73 Million
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.17%
11,921 $1.73 Million
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $19,610 - $22,576
-157 Reduced 1.3%
11,941 $1.56 Million
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $8,870 - $11,992
87 Added 0.72%
12,098 $1.62 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $7,027 - $40,876
339 Added 2.9%
12,011 $1.26 Million
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $20,044 - $24,191
-178 Reduced 1.5%
11,672 $1.31 Million
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $4,362 - $5,726
34 Added 0.29%
11,850 $1.62 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $6,773 - $7,558
44 Added 0.37%
11,816 $1.87 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $35,419 - $40,242
241 Added 2.09%
11,772 $1.93 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $42,589 - $48,101
289 Added 2.57%
11,531 $1.79 Million
Q1 2021

May 14, 2021

SELL
$125.65 - $157.65 $6,659 - $8,355
-53 Reduced 0.47%
11,242 $1.71 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $25,872 - $34,054
-268 Reduced 2.32%
11,295 $1.44 Million
Q3 2020

Nov 04, 2020

SELL
$91.28 - $103.82 $21,085 - $23,982
-231 Reduced 1.96%
11,563 $1.11 Million
Q2 2020

Aug 19, 2020

BUY
$84.03 - $113.45 $31,175 - $42,089
371 Added 3.25%
11,794 $1.11 Million
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $11,143 - $19,893
141 Added 1.25%
11,423 $1.01 Million
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $1,900 - $2,369
-17 Reduced 0.15%
11,282 $1.53 Million
Q3 2019

Nov 21, 2019

SELL
$104.8 - $120.23 $225,110 - $258,254
-2,148 Reduced 15.97%
11,299 $1.45 Million
Q2 2019

Aug 14, 2019

SELL
$104.64 - $116.12 $417,199 - $462,970
-3,987 Reduced 22.87%
13,447 $1.48 Million
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $21,267 - $23,474
-219 Reduced 1.24%
17,434 $1.92 Million
Q4 2018

Feb 04, 2019

SELL
$92.14 - $115.32 $54,731 - $68,500
-594 Reduced 3.26%
17,653 $1.77 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $15,334 - $17,557
148 Added 0.82%
18,247 $1.98 Million
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $619 - $685
-6 Reduced 0.03%
18,099 $1.9 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $34,350 - $38,125
-321 Reduced 1.74%
18,105 $1.99 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $1.77 Million - $1.99 Million
18,426
18,426 $1.99 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $601B
  • 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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