Aevitas Wealth Management, Inc. Jpmorgan Chase & CO Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

A detailed history of Aevitas Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 3,448 shares of JPM stock, worth $861,275. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,448

Previous 3,438 0.29%

Holding current value

$861,275

Previous $359,000 28.69%

% of portfolio

0.27%

Previous 0.27%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $1,019 - $1,378	10 Added 0.29%	3,448 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $8,520 - $49,558	411 Added 13.58%	3,438 $359,000
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $2,590 - $3,125	-23 Reduced 0.75%	3,027 $341,000
Q1 2022 Apr 25, 2022	SELL	$128.3 - $168.44 $18,346 - $24,086	-143 Reduced 4.48%	3,050 $416,000
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $13,238 - $14,773	86 Added 2.77%	3,193 $506,000
Q3 2021 Nov 01, 2021	SELL	$146.97 - $166.98 $2,498 - $2,838	-17 Reduced 0.54%	3,107 $509,000
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $30,358 - $34,286	206 Added 7.06%	3,124 $486,000
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $13,821 - $17,341	-110 Reduced 3.63%	2,918 $444,000
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $36,105 - $47,524	374 Added 14.09%	3,028 $385,000
Q3 2020 Oct 22, 2020	BUY	$91.28 - $103.82 $821 - $934	9 Added 0.34%	2,654 $255,000
Q2 2020 Jul 29, 2020	BUY	$84.03 - $113.45 $12,100 - $16,336	144 Added 5.76%	2,645 $249,000
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $1,343 - $2,398	-17 Reduced 0.68%	2,501 $225,000
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $782 - $975	7 Added 0.28%	2,518 $351,000
Q3 2019 Oct 21, 2019	SELL	$104.8 - $120.23 $35,946 - $41,238	-343 Reduced 12.02%	2,511 $295,000
Q2 2019 Jul 26, 2019	BUY	$104.64 - $116.12 $6,383 - $7,083	61 Added 2.18%	2,854 $319,000
Q1 2019 May 09, 2019	BUY	$97.11 - $107.19 $679 - $750	7 Added 0.25%	2,793 $282,000
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $17,783 - $22,256	-193 Reduced 6.48%	2,786 $272,000
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $21,136 - $24,200	204 Added 7.35%	2,979 $336,000
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $129,566 - $143,433	1,255 Added 82.57%	2,775 $289,000
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $16,479 - $18,290	154 Added 11.27%	1,520 $167,000
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $130,944 - $147,295	1,366	1,366 $146,000

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

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 ...

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Aevitas Wealth Management, Inc. Jpmorgan Chase & CO Transaction History