Advocacy Wealth Management Services, LLC Jpmorgan Chase & CO Transaction History

Advocacy Wealth Management Services, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 06, 2022	SELL	$112.61 - $135.91 $2,702 - $3,261	-24 Reduced 7.74%	286 $32,000
Q1 2022 Apr 04, 2022	BUY	$128.3 - $168.44 $128 - $168	1 Added 0.32%	310 $42,000
Q3 2021 Oct 05, 2021	BUY	$146.97 - $166.98 $22,045 - $25,047	150 Added 94.34%	309 $51,000
Q2 2021 Jul 02, 2021	BUY	$147.37 - $166.44 $3,536 - $3,994	24 Added 17.78%	159 $25,000
Q1 2021 Apr 05, 2021	SELL	$125.65 - $157.65 $5,277 - $6,621	-42 Reduced 23.73%	135 $21,000
Q3 2020 Oct 02, 2020	SELL	$91.28 - $103.82 $5,568 - $6,333	-61 Reduced 25.63%	177 $17,000
Q2 2020 Jul 02, 2020	SELL	$84.03 - $113.45 $6,470 - $8,735	-77 Reduced 24.44%	238 $22,000
Q1 2020 Apr 02, 2020	BUY	$79.03 - $141.09 $5,057 - $9,029	64 Added 25.5%	315 $27,000
Q4 2019 Jan 06, 2020	SELL	$111.82 - $139.4 $670 - $836	-6 Reduced 2.33%	251 $35,000
Q3 2019 Oct 02, 2019	SELL	$104.8 - $120.23 $7,650 - $8,776	-73 Reduced 22.12%	257 $30,000
Q1 2019 Apr 02, 2019	SELL	$97.11 - $107.19 $9,711 - $10,719	-100 Reduced 23.26%	330 $35,000
Q4 2018 Jan 07, 2019	BUY	$92.14 - $115.32 $8,569 - $10,724	93 Added 27.6%	430 $42,000
Q2 2018 Jul 09, 2018	BUY	$103.24 - $114.29 $3,097 - $3,428	30 Added 9.77%	337 $35,000
Q1 2018 Apr 12, 2018	SELL	$107.01 - $118.77 $11,878 - $13,183	-111 Reduced 26.56%	307 $34,000
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $36,959 - $39,923	418	418 $40,000

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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 ...

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

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.