Alliance Wealth Management Group Jpmorgan Chase & CO Transaction History

Alliance Wealth Management Group

$385 Million
Q3 2024

A detailed history of Alliance Wealth Management Group transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alliance Wealth Management Group holds 5,146 shares of JPM stock, worth $1.26 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,146

Previous 4,991 3.11%

Holding current value

$1.26 Million

Previous $1.01 Million 7.43%

% of portfolio

0.28%

Previous 0.28%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $30,209 - $34,844	155 Added 3.11%	5,146 $1.08 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $31,994 - $36,505	-251 Reduced 4.79%	4,991 $725,000
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $6,321 - $8,546	62 Added 1.2%	5,242 $703,000
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $8,292 - $48,232	-400 Reduced 7.17%	5,180 $541,000
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $15,202 - $18,347	-135 Reduced 2.36%	5,580 $628,000
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $12,830 - $16,844	100 Added 1.78%	5,715 $779,000
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $96,232 - $108,685	-653 Reduced 10.42%	5,615 $873,000
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $325,307 - $408,155	-2,589 Reduced 29.23%	6,268 $954,000
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $138,438 - $182,218	-1,434 Reduced 13.93%	8,857 $1.13 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $7,302 - $8,305	80 Added 0.78%	10,291 $991,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $845,067 - $1.51 Million	-10,693 Reduced 51.15%	10,211 $919,000
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $66,085 - $82,385	591 Added 2.91%	20,904 $2.91 Million
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $61,936 - $71,055	-591 Reduced 2.83%	20,313 $2.39 Million
Q1 2018 May 21, 2018	BUY	$107.01 - $118.77 $3,959 - $4,394	37 Added 0.18%	20,904 $2.3 Million
Q4 2017 Jan 31, 2018	SELL	$95.86 - $107.83 $2.04 Million - $2.29 Million	-21,247 Reduced 50.45%	20,867 $2.23 Million
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $3.72 Million - $4.02 Million	42,114	42,114 $4.02 Million

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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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Alliance Wealth Management Group Jpmorgan Chase & CO Transaction History