Ae Wealth Management LLC Jpmorgan Chase & CO Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ae Wealth Management LLC holds 351,198 shares of JPM stock, worth $84.6 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
351,198
Previous 439,399 20.07%
Holding current value
$84.6 Million
Previous $88.9 Million 16.71%
% of portfolio
0.76%
Previous 0.98%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$194.9 - $224.8 $17.2 Million - $19.8 Million
-88,201 Reduced 20.07%
351,198 $74 Million
Q2 2024

Aug 12, 2024
BUY
$180.08 - $204.79 $13.5 Million - $15.3 Million
74,706 Added 20.48%
439,399 $88.9 Million
Q1 2024

May 15, 2024
SELL
$167.09 - $200.3 $38.9 Million - $46.6 Million
-232,890 Reduced 38.97%
364,693 $73 Million
Q4 2023

Feb 14, 2024
BUY
$135.69 - $170.3 $18.2 Million - $22.8 Million
134,025 Added 28.91%
597,583 $102 Million
Q3 2023

Oct 11, 2023
BUY
$143.21 - $158.0 $4.31 Million - $4.75 Million
30,092 Added 6.94%
463,558 $67.2 Million
Q2 2023

Jul 10, 2023
BUY
$127.47 - $145.44 $10.7 Million - $12.2 Million
83,985 Added 24.03%
433,466 $63 Million
Q1 2023

Apr 14, 2023
BUY
$124.91 - $143.8 $1.55 Million - $1.78 Million
12,413 Added 3.68%
349,481 $45.5 Million
Q4 2022

Jan 31, 2023
BUY
$101.96 - $137.84 $2.99 Million - $4.04 Million
29,298 Added 9.52%
337,068 $45.2 Million
Q3 2022

Oct 25, 2022
BUY
$20.73 - $120.58 $1.84 Million - $10.7 Million
88,824 Added 40.57%
307,770 $32.2 Million
Q2 2022

Aug 03, 2022
BUY
$112.61 - $135.91 $1.99 Million - $2.4 Million
17,672 Added 8.78%
218,946 $24.7 Million
Q1 2022

Apr 18, 2022
SELL
$128.3 - $168.44 $1.08 Million - $1.41 Million
-8,395 Reduced 4.0%
201,274 $27.4 Million
Q4 2021

Jan 20, 2022
SELL
$153.94 - $171.78 $2.68 Million - $2.99 Million
-17,429 Reduced 7.67%
209,669 $33.2 Million
Q3 2021

Nov 01, 2021
BUY
$146.97 - $166.98 $2.25 Million - $2.55 Million
15,289 Added 7.22%
227,098 $37.2 Million
Q2 2021

Jul 21, 2021
BUY
$147.37 - $166.44 $5.29 Million - $5.97 Million
35,866 Added 20.39%
211,809 $32.9 Million
Q1 2021

Apr 27, 2021
BUY
$125.65 - $157.65 $1.69 Million - $2.12 Million
13,457 Added 8.28%
175,943 $26.8 Million
Q4 2020

Feb 01, 2021
BUY
$96.54 - $127.07 $259,113 - $341,055
2,684 Added 1.68%
162,486 $20.6 Million
Q3 2020

Nov 06, 2020
BUY
$91.28 - $103.82 $548,957 - $624,373
6,014 Added 3.91%
159,802 $15.4 Million
Q2 2020

Aug 05, 2020
BUY
$84.03 - $113.45 $992,898 - $1.34 Million
11,816 Added 8.32%
153,788 $14.5 Million
Q1 2020

May 07, 2020
BUY
$79.03 - $141.09 $1.42 Million - $2.53 Million
17,945 Added 14.47%
141,972 $12.8 Million
Q4 2019

Jan 15, 2020
BUY
$111.82 - $139.4 $838,314 - $1.05 Million
7,497 Added 6.43%
124,027 $17.3 Million
Q3 2019

Nov 05, 2019
BUY
$104.8 - $120.23 $698,701 - $801,573
6,667 Added 6.07%
116,530 $13.7 Million
Q2 2019

Jul 22, 2019
BUY
$104.64 - $116.12 $6.75 Million - $7.49 Million
64,463 Added 141.99%
109,863 $12.3 Million
Q1 2019

May 14, 2019
BUY
$97.11 - $107.19 $684,237 - $755,260
7,046 Added 18.37%
45,400 $4.6 Million
Q4 2018

Feb 15, 2019
BUY
$92.14 - $115.32 $6,173 - $7,726
67 Added 0.17%
38,354 $3.74 Million
Q3 2018

Nov 14, 2018
BUY
$103.61 - $118.63 $990,407 - $1.13 Million
9,559 Added 33.27%
38,287 $4.32 Million
Q2 2018

Aug 15, 2018
SELL
$103.24 - $114.29 $59,569 - $65,945
-577 Reduced 1.97%
28,728 $2.99 Million
Q1 2018

May 14, 2018
BUY
$107.01 - $118.77 $470,844 - $522,588
4,400 Added 17.67%
29,305 $3.22 Million
Q4 2017

Feb 06, 2018
BUY
$95.86 - $107.83 $37,193 - $41,838
388 Added 1.58%
24,905 $2.66 Million
Q3 2017

Nov 08, 2017
BUY
$88.42 - $95.51 $784,639 - $847,555
8,874 Added 56.73%
24,517 $2.34 Million
Q2 2017

Aug 14, 2017
BUY
N/A
15,643
15,643 $1.43 Million

Others Institutions Holding JPM

# of Institutions
4,612
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 $706B
  • 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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