Altus Wealth Group LLC Jpmorgan Chase & CO Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

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 $1.83 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

7,695

Previous 7,027 9.51%

Holding current value

$1.83 Million

Previous $1.42 Million 14.07%

% of portfolio

0.71%

Previous 0.72%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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Altus Wealth Group LLC Jpmorgan Chase & CO Transaction History