Allworth Financial LP Jpmorgan Chase & CO Transaction History

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024

A detailed history of Allworth Financial LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Allworth Financial LP holds 271,337 shares of JPM stock, worth $67.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
271,337
Previous 277,417 2.19%
Holding current value
$67.4 Million
Previous $56.1 Million 1.93%
% of portfolio
0.36%
Previous 0.36%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$194.9 - $224.8 $1.18 Million - $1.37 Million
-6,080 Reduced 2.19%
271,337 $57.2 Million
Q2 2024

Jul 23, 2024
BUY
$180.08 - $204.79 $34.5 Million - $39.2 Million
191,645 Added 223.44%
277,417 $56.1 Million
Q1 2024

Apr 25, 2024
BUY
$167.09 - $200.3 $355,567 - $426,238
2,128 Added 2.54%
85,772 $17.2 Million
Q4 2023

Jan 24, 2024
BUY
$135.69 - $170.3 $116,014 - $145,606
855 Added 1.03%
83,644 $14.2 Million
Q3 2023

Oct 31, 2023
BUY
$143.21 - $158.0 $452,257 - $498,964
3,158 Added 3.97%
82,789 $12 Million
Q2 2023

Jul 18, 2023
SELL
$127.47 - $145.44 $423,072 - $482,715
-3,319 Reduced 4.0%
79,631 $11.6 Million
Q1 2023

Apr 18, 2023
BUY
$124.91 - $143.8 $651,155 - $749,629
5,213 Added 6.71%
82,950 $10.8 Million
Q4 2022

Jan 13, 2023
BUY
$101.96 - $137.84 $426,294 - $576,309
4,181 Added 5.68%
77,737 $0
Q3 2022

Oct 18, 2022
BUY
$20.73 - $120.58 $273,532 - $1.59 Million
13,195 Added 21.86%
73,556 $7.69 Million
Q2 2022

Jul 13, 2022
BUY
$112.61 - $135.91 $716,875 - $865,203
6,366 Added 11.79%
60,361 $6.8 Million
Q1 2022

Apr 22, 2022
BUY
$128.3 - $168.44 $3.45 Million - $4.52 Million
26,854 Added 98.94%
53,995 $7.36 Million
Q4 2021

Jan 21, 2022
BUY
$153.94 - $171.78 $234,604 - $261,792
1,524 Added 5.95%
27,141 $4.3 Million
Q3 2021

Nov 02, 2021
BUY
$146.97 - $166.98 $1.61 Million - $1.83 Million
10,959 Added 74.76%
25,617 $4.19 Million
Q2 2021

Aug 02, 2021
SELL
$147.37 - $166.44 $659,628 - $744,985
-4,476 Reduced 23.39%
14,658 $2.28 Million
Q1 2021

Apr 29, 2021
BUY
$125.65 - $157.65 $1.09 Million - $1.37 Million
8,709 Added 83.54%
19,134 $2.91 Million
Q4 2020

Jan 26, 2021
BUY
$96.54 - $127.07 $26,065 - $34,308
270 Added 2.66%
10,425 $1.33 Million
Q3 2020

Nov 03, 2020
SELL
$91.28 - $103.82 $45,731 - $52,013
-501 Reduced 4.7%
10,155 $978,000
Q2 2020

Jul 24, 2020
SELL
$84.03 - $113.45 $1.22 Million - $1.64 Million
-14,485 Reduced 57.62%
10,656 $1 Million
Q1 2020

Apr 17, 2020
BUY
$79.03 - $141.09 $1.22 Million - $2.19 Million
15,499 Added 160.74%
25,141 $2.26 Million
Q4 2019

Jan 16, 2020
BUY
$111.82 - $139.4 $222,745 - $277,684
1,992 Added 26.04%
9,642 $1.34 Million
Q3 2019

Oct 09, 2019
SELL
$104.8 - $120.23 $48,732 - $55,906
-465 Reduced 5.73%
7,650 $900,000
Q2 2019

Jul 25, 2019
BUY
$104.64 - $116.12 $11,301 - $12,540
108 Added 1.35%
8,115 $907,000
Q1 2019

May 07, 2019
BUY
$97.11 - $107.19 $114,395 - $126,269
1,178 Added 17.25%
8,007 $811,000
Q4 2018

Feb 11, 2019
SELL
$92.14 - $115.32 $20,915 - $26,177
-227 Reduced 3.22%
6,829 $667,000
Q3 2018

Oct 30, 2018
BUY
$103.61 - $118.63 $206,287 - $236,192
1,991 Added 39.31%
7,056 $796,000
Q2 2018

Aug 08, 2018
BUY
$103.24 - $114.29 $167,455 - $185,378
1,622 Added 47.11%
5,065 $528,000
Q1 2018

May 02, 2018
BUY
$107.01 - $118.77 $53,505 - $59,385
500 Added 16.99%
3,443 $379,000
Q4 2017

Feb 22, 2018
BUY
$95.86 - $107.83 $76,688 - $86,264
800 Added 37.33%
2,943 $315,000
Q3 2017

Oct 12, 2017
BUY
$88.42 - $95.51 $8,134 - $8,786
92 Added 4.49%
2,143 $205,000
Q2 2017

Aug 07, 2017
BUY
N/A
2,051
2,051 $187,000

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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