Adams Wealth Management Jpmorgan Chase & CO Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Adams Wealth Management holds 1,869 shares of JPM stock, worth $466,726. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,869
Previous 1,869 -0.0%
Holding current value
$466,726
Previous $378,000 3.97%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$135.69 - $170.3 $5,291 - $6,641
-39 Reduced 2.04%
1,869 $317,000
Q3 2023

Nov 09, 2023
SELL
$143.21 - $158.0 $2,864 - $3,160
-20 Reduced 1.04%
1,908 $276,000
Q1 2023

May 03, 2023
SELL
$124.91 - $143.8 $499 - $575
-4 Reduced 0.21%
1,928 $251,000
Q4 2022

Feb 17, 2023
BUY
$101.96 - $137.84 $101 - $137
1 Added 0.05%
1,932 $259,000
Q3 2022

Nov 10, 2022
SELL
$20.73 - $120.58 $787 - $4,582
-38 Reduced 1.93%
1,931 $202,000
Q2 2022

Jul 20, 2022
BUY
$112.61 - $135.91 $10,247 - $12,367
91 Added 4.85%
1,969 $222,000
Q1 2022

Apr 11, 2022
SELL
$128.3 - $168.44 $24,890 - $32,677
-194 Reduced 9.36%
1,878 $256,000
Q4 2021

Feb 09, 2022
SELL
$153.94 - $171.78 $1,385 - $1,546
-9 Reduced 0.43%
2,072 $328,000
Q3 2020

Nov 12, 2020
SELL
$91.28 - $103.82 $8,671 - $9,862
-95 Reduced 4.37%
2,081 $200,000
Q2 2020

Aug 04, 2020
BUY
$84.03 - $113.45 $182,849 - $246,867
2,176 New
2,176 $205,000
Q1 2020

May 06, 2020
SELL
$79.03 - $141.09 $171,969 - $307,011
-2,176 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$111.82 - $139.4 $243,320 - $303,334
2,176 New
2,176 $303,000

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

JPM Quotes by TradingView
  • 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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