Altus Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Altus Wealth Management, LLC

$190 Million
Q1 2024

A detailed history of Altus Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Altus Wealth Management, LLC holds 3,283 shares of JPM stock, worth $685,588. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,283

Previous 3,105 5.73%

Holding current value

$685,588

Previous $528,000 24.43%

% of portfolio

0.35%

Previous 0.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $29,742 - $35,653	178 Added 5.73%	3,283 $657,000
Q4 2023 Jan 25, 2024	BUY	$135.69 - $170.3 $47,355 - $59,434	349 Added 12.66%	3,105 $528,000
Q3 2023 Oct 16, 2023	BUY	$143.21 - $158.0 $7,446 - $8,216	52 Added 1.92%	2,756 $399,000
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $5,608 - $6,399	44 Added 1.65%	2,704 $393,000
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $999 - $1,150	8 Added 0.3%	2,660 $346,000

Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $815 - $1,102	8 Added 0.3%	2,652 $356,000
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $207 - $1,205	10 Added 0.38%	2,644 $276,000
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $1,013 - $1,223	9 Added 0.34%	2,634 $297,000
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $898 - $1,179	7 Added 0.27%	2,625 $358,000
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $1,077 - $1,202	7 Added 0.27%	2,618 $415,000
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $881 - $1,001	6 Added 0.23%	2,611 $427,000
Q2 2021 Jul 23, 2021	BUY	$147.37 - $166.44 $884 - $998	6 Added 0.23%	2,605 $405,000
Q1 2021 Apr 21, 2021	BUY	$125.65 - $157.65 $1,005 - $1,261	8 Added 0.31%	2,599 $396,000
Q4 2020 Jan 22, 2021	SELL	$96.54 - $127.07 $25,196 - $33,165	-261 Reduced 9.15%	2,591 $329,000
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $10,588 - $12,043	-116 Reduced 3.91%	2,852 $275,000
Q2 2020 Jul 23, 2020	BUY	$84.03 - $113.45 $756 - $1,021	9 Added 0.3%	2,968 $279,000
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $3,240 - $5,784	-41 Reduced 1.37%	2,959 $266,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $335,460 - $418,200	3,000 New	3,000 $418,000

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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 Management, LLC Jpmorgan Chase & CO Transaction History