A detailed history of Altus Wealth Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Altus Wealth Group LLC holds 7,695 shares of JPM stock, worth $1.69 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
7,695
Previous 7,027 9.51%
Holding current value
$1.69 Million
Previous $1.42 Million 14.07%
% of portfolio
0.71%
Previous 0.72%

Shares

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

Oct 22, 2024

BUY
$194.9 - $224.8 $130,193 - $150,166
668 Added 9.51%
7,695 $1.62 Million
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $79,595 - $90,517
-442 Reduced 5.92%
7,027 $1.42 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $9,357 - $11,216
-56 Reduced 0.74%
7,469 $1.5 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $11,262 - $14,134
83 Added 1.12%
7,525 $1.28 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $23,343 - $25,754
-163 Reduced 2.14%
7,442 $1.08 Million
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $5,226 - $5,963
41 Added 0.54%
7,605 $1.11 Million
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $13,115 - $15,099
-105 Reduced 1.37%
7,564 $985,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $141,520 - $191,321
1,388 Added 22.1%
7,669 $0
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $9,909 - $11,960
88 Added 1.42%
6,281 $1.03 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $17,577 - $23,076
-137 Reduced 2.16%
6,193 $844,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $7,543 - $8,417
49 Added 0.78%
6,330 $1 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $57,318 - $65,122
390 Added 6.62%
6,281 $1.03 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $442 - $499
-3 Reduced 0.05%
5,891 $917,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $50,636 - $63,532
403 Added 7.34%
5,894 $917,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $530,101 - $697,741
5,491 New
5,491 $697,000

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 $645B
  • 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
Track This Portfolio

Track Altus Wealth Group LLC Portfolio

Follow Altus Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Altus Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Group LLC with notifications on news.