Altium Wealth Management LLC Jpmorgan Chase & CO Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Altium Wealth Management LLC holds 63,341 shares of JPM stock, worth $15.6 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

63,341

Previous 62,151 1.91%

Holding current value

$15.6 Million

Previous $8.47 Million 15.81%

% of portfolio

0.51%

Previous 0.55%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $134,005 - $161,732	1,190 Added 1.91%	63,341 $7.13 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $506,528 - $665,001	3,948 Added 6.78%	62,151 $8.47 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $715,974 - $798,948	4,651 Added 8.69%	58,203 $9.22 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $131,244 - $149,113	893 Added 1.7%	53,552 $8.77 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $452,131 - $510,637	-3,068 Reduced 5.51%	52,659 $8.19 Million
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $670,217 - $840,905	5,334 Added 10.58%	55,727 $8.48 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $206,692 - $272,056	-2,141 Reduced 4.08%	50,393 $6.4 Million
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $120,033 - $136,523	-1,315 Reduced 2.44%	52,534 $5.06 Million
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $21,427 - $28,929	255 Added 0.48%	53,849 $5.07 Million
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $668,435 - $1.19 Million	8,458 Added 18.74%	53,594 $4.83 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $236,275 - $294,552	2,113 Added 4.91%	45,136 $6.29 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $208,761 - $239,498	1,992 Added 4.85%	43,023 $5.06 Million
Q2 2019 Jul 18, 2019	BUY	$104.64 - $116.12 $195,362 - $216,796	1,867 Added 4.77%	41,031 $4.59 Million
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $209,369 - $231,101	2,156 Added 5.83%	39,164 $3.97 Million
Q4 2018 Jan 18, 2019	SELL	$92.14 - $115.32 $431,123 - $539,582	-4,679 Reduced 11.22%	37,008 $3.61 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $602,284 - $689,596	-5,813 Reduced 12.24%	41,687 $4.7 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $3.13 Million - $3.47 Million	30,358 Added 177.1%	47,500 $4.95 Million
Q1 2018 Jun 06, 2018	BUY	$107.01 - $118.77 $262,388 - $291,224	2,452 Added 16.69%	17,142 $1.89 Million
Q4 2017 Jun 01, 2018	BUY	$95.86 - $107.83 $1.41 Million - $1.58 Million	14,690	14,690 $1.57 Million

Others Institutions Holding JPM

# of Institutions

4,614

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 $722B
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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Altium Wealth Management LLC Jpmorgan Chase & CO Transaction History