A detailed history of Alliance Wealth Advisors, LLC /Ut transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alliance Wealth Advisors, LLC /Ut holds 2,297 shares of JPM stock, worth $479,360. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,297
Previous 2,827 18.75%
Holding current value
$479,360
Previous $481 Million 4.32%
% of portfolio
0.14%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $88,557 - $106,159
-530 Reduced 18.75%
2,297 $460 Million
Q4 2023

Feb 02, 2024

SELL
$135.69 - $170.3 $60,653 - $76,124
-447 Reduced 13.65%
2,827 $481 Million
Q3 2023

Nov 09, 2023

SELL
$143.21 - $158.0 $43,822 - $48,348
-306 Reduced 8.55%
3,274 $475 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $7,903 - $9,017
62 Added 1.76%
3,580 $521 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $19,735 - $22,720
-158 Reduced 4.3%
3,518 $458 Million
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $374,804 - $506,699
3,676 New
3,676 $493 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $612B
  • 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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