Arbor Trust Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Arbor Trust Wealth Advisors, LLC

$202 Million
Q3 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 18,837 shares of JPM stock, worth $4.71 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

18,837

Previous 18,837 -0.0%

Holding current value

$4.71 Million

Previous $3.81 Million 4.23%

% of portfolio

1.97%

Previous 2.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $1,440 - $1,638	8 Added 0.04%	18,837 $3.81 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $36,759 - $44,066	220 Added 1.18%	18,829 $3.77 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $11,533 - $14,475	85 Added 0.46%	18,609 $3.17 Million
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $8,735 - $9,638	61 Added 0.33%	18,524 $2.69 Million
Q2 2023 Jul 31, 2023	BUY	$127.47 - $145.44 $173,359 - $197,798	1,360 Added 7.95%	18,463 $2.69 Million
Q4 2022 Jan 31, 2023	BUY	$101.96 - $137.84 $31,607 - $42,730	310 Added 1.85%	17,103 $2.29 Million
Q3 2022 Oct 24, 2022	SELL	$20.73 - $120.58 $15,174 - $88,264	-732 Reduced 4.18%	16,793 $1.75 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $104,164 - $125,716	925 Added 5.57%	17,525 $1.97 Million
Q1 2022 Apr 25, 2022	SELL	$128.3 - $168.44 $129,711 - $170,292	-1,011 Reduced 5.74%	16,600 $2.26 Million
Q4 2021 Jan 20, 2022	SELL	$153.94 - $171.78 $3,848 - $4,294	-25 Reduced 0.14%	17,611 $2.79 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $57,318 - $65,122	390 Added 2.26%	17,636 $2.89 Million
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $36,105 - $40,777	245 Added 1.44%	17,246 $2.68 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $16,334 - $20,494	130 Added 0.77%	17,001 $2.59 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $27,513 - $36,214	285 Added 1.72%	16,871 $2.14 Million
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $32,404 - $36,856	355 Added 2.19%	16,586 $1.6 Million
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $23,528 - $31,766	-280 Reduced 1.7%	16,231 $1.53 Million
Q1 2020 Apr 30, 2020	SELL	$79.03 - $141.09 $6,480 - $11,569	-82 Reduced 0.49%	16,511 $1.49 Million
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $1.86 Million - $2.31 Million	16,593 New	16,593 $2.31 Million

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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Arbor Trust Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History