Alta Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 8,475 shares of JPM stock, worth $2.04 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

8,475

Previous 7,799 8.67%

Holding current value

$2.04 Million

Previous $1.58 Million 13.25%

% of portfolio

0.82%

Previous 0.79%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $131,752 - $151,964	676 Added 8.67%	8,475 $1.79 Million
Q2 2024 Jul 24, 2024	BUY	$180.08 - $204.79 $3,961 - $4,505	22 Added 0.28%	7,799 $1.58 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $5,012 - $6,009	30 Added 0.39%	7,777 $1.56 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $9,498 - $11,921	-70 Reduced 0.9%	7,747 $1.32 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $28,785 - $31,758	201 Added 2.64%	7,817 $1.13 Million
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $17,590 - $20,070	-138 Reduced 1.78%	7,616 $1.11 Million
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $18,611 - $21,426	-149 Reduced 1.89%	7,754 $1.01 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $16,109 - $21,778	158 Added 2.04%	7,903 $0
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $11,422 - $66,439	551 Added 7.66%	7,745 $809,000
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $1,013 - $1,223	9 Added 0.13%	7,194 $812,000
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $61,712 - $81,019	481 Added 7.17%	7,185 $979,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $27,709 - $30,920	180 Added 2.76%	6,704 $1.06 Million
Q3 2021 Oct 13, 2021	BUY	$146.97 - $166.98 $293 - $333	2 Added 0.03%	6,524 $1.07 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $26,821 - $30,292	182 Added 2.87%	6,522 $1.02 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $796,621 - $999,501	6,340 New	6,340 $965,000

Others Institutions Holding JPM

# of Institutions

4,612

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 $706B
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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Alta Wealth Advisors LLC Jpmorgan Chase & CO Transaction History