A detailed history of Alterna Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 1,533 shares of JPM stock, worth $373,331. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,533
Previous 2,863 46.45%
Holding current value
$373,331
Previous $579,000 44.21%
% of portfolio
0.3%
Previous 0.52%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $259,217 - $298,984
-1,330 Reduced 46.45%
1,533 $323,000
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $88,239 - $100,347
-490 Reduced 14.61%
2,863 $579,000
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $186,305 - $223,334
1,115 Added 49.82%
3,353 $671,000
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $17,471 - $19,276
122 Added 5.77%
2,238 $324,000
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $50,988 - $58,176
-400 Reduced 15.9%
2,116 $307,000
Q1 2023

May 26, 2023

BUY
$124.91 - $143.8 $101,926 - $117,340
816 Added 48.0%
2,516 $327,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $173,332 - $234,328
1,700 New
1,700 $227,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $3.67 Million - $4.6 Million
39,881 New
39,881 $3.65 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 $714B
  • 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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