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 $1.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,146
Previous 4,991 3.11%
Holding current value
$1.22 Million
Previous $1.01 Million 7.43%
% of portfolio
0.28%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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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