Aprio Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

A detailed history of Aprio Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 14,315 shares of JPM stock, worth $3.4 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

14,315

Previous 14,378 0.44%

Holding current value

$3.4 Million

Previous $2.91 Million 3.75%

% of portfolio

0.52%

Previous 0.57%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$194.9 - $224.8 $12,278 - $14,162	-63 Reduced 0.44%	14,315 $3.02 Million
Q2 2024 Jul 10, 2024	BUY	$180.08 - $204.79 $76,353 - $86,830	424 Added 3.04%	14,378 $2.91 Million
Q1 2024 Apr 10, 2024	BUY	$167.09 - $200.3 $1.21 Million - $1.46 Million	7,269 Added 108.74%	13,954 $2.79 Million
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $60,517 - $75,953	446 Added 7.15%	6,685 $1.14 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $295,155 - $325,638	2,061 Added 49.33%	6,239 $904,000
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $87,444 - $99,771	-686 Reduced 14.1%	4,178 $607,000
Q1 2023 Apr 14, 2023	BUY	$124.91 - $143.8 $130,780 - $150,558	1,047 Added 27.43%	4,864 $633,000
Q4 2022 Jan 11, 2023	SELL	$101.96 - $137.84 $153,857 - $208,000	-1,509 Reduced 28.33%	3,817 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $26,534 - $154,342	1,280 Added 31.64%	5,326 $557,000
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $30,517 - $36,831	271 Added 7.18%	4,046 $456,000
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $149,982 - $196,906	1,169 Added 44.86%	3,775 $515,000
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $1,539 - $1,717	-10 Reduced 0.38%	2,606 $413,000
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $3,968 - $4,508	27 Added 1.04%	2,616 $428,000
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $113,769 - $128,491	-772 Reduced 22.97%	2,589 $403,000
Q4 2020 Jan 11, 2021	SELL	$96.54 - $127.07 $880,830 - $1.16 Million	-9,124 Reduced 73.08%	3,361 $427,000
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $10,223 - $11,627	112 Added 0.91%	12,485 $1.2 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $33,191 - $44,812	-395 Reduced 3.09%	12,373 $1.16 Million
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $47,418 - $84,654	600 Added 4.93%	12,768 $1.15 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $1.36 Million - $1.7 Million	12,168 New	12,168 $1.7 Million

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 ...

More about JPM

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Aprio Wealth Management, LLC Jpmorgan Chase & CO Transaction History