Aj Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 20,894 shares of JPM stock, worth $4.36 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,894

Previous 20,548 1.68%

Holding current value

$4.36 Million

Previous $2.68 Million 13.49%

% of portfolio

0.15%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $44,104 - $50,322	346 Added 1.68%	20,894 $3.04 Million
Q1 2023 Apr 28, 2023	SELL	$124.91 - $143.8 $5.6 Million - $6.44 Million	-44,809 Reduced 68.56%	20,548 $2.68 Million
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $35,482 - $47,968	348 Added 0.54%	65,357 $8.76 Million
Q3 2022 Oct 27, 2022	BUY	$20.73 - $120.58 $796,342 - $4.63 Million	38,415 Added 144.45%	65,009 $6.79 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $52,363 - $63,198	-465 Reduced 1.72%	26,594 $3 Million

Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $641 - $842	5 Added 0.02%	27,059 $3.69 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $5.84 Million - $6.51 Million	-37,914 Reduced 58.36%	27,054 $4.28 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $121,103 - $137,591	824 Added 1.28%	64,968 $10.6 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $437,541 - $494,160	-2,969 Reduced 4.42%	64,144 $9.98 Million
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $4.95 Million - $6.21 Million	39,390 Added 142.08%	67,113 $10.2 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $93,933 - $123,639	973 Added 3.64%	27,723 $3.52 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $4,746 - $5,398	-52 Reduced 0.19%	26,750 $2.58 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $395,865 - $534,462	4,711 Added 21.33%	26,802 $2.52 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $1.39 Million - $2.48 Million	17,571 Added 388.74%	22,091 $1.99 Million
Q3 2019 Nov 26, 2019	SELL	$104.8 - $120.23 $207,818 - $238,416	-1,983 Reduced 30.49%	4,520 $532,000
Q2 2019 Aug 19, 2019	SELL	$104.64 - $116.12 $250,717 - $278,223	-2,396 Reduced 26.92%	6,503 $727,000
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $27,773 - $30,656	286 Added 3.32%	8,899 $901,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $26,167 - $32,750	284 Added 3.41%	8,613 $841,000
Q3 2018 Nov 15, 2018	BUY	$103.61 - $118.63 $19,167 - $21,946	185 Added 2.27%	8,329 $940,000
Q2 2018 Jul 19, 2018	SELL	$103.24 - $114.29 $316,740 - $350,641	-3,068 Reduced 27.36%	8,144 $835,000
Q1 2018 Jul 19, 2018	BUY	$107.01 - $118.77 $5,564 - $6,176	52 Added 0.47%	11,212 $1.23 Million
Q4 2017 Jul 19, 2018	BUY	$95.86 - $107.83 $1.07 Million - $1.2 Million	11,160	11,160 $1.19 Million

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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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Aj Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History