A detailed history of Aries Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aries Wealth Management holds 17,893 shares of JPM stock, worth $3.96 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
17,893
Previous 18,193 1.65%
Holding current value
$3.96 Million
Previous $3.68 Million 2.5%
% of portfolio
1.05%
Previous 1.17%

Shares

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

Oct 31, 2024

SELL
$194.9 - $224.8 $58,470 - $67,440
-300 Reduced 1.65%
17,893 $3.77 Million
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $23,590 - $26,827
131 Added 0.73%
18,193 $3.68 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $22,557 - $27,040
-135 Reduced 0.74%
18,062 $3.62 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $142,203 - $178,474
-1,048 Reduced 5.45%
18,197 $3.1 Million
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $225,269 - $248,534
1,573 Added 8.9%
19,245 $2.79 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $1,912 - $2,181
15 Added 0.08%
17,672 $2.57 Million
Q1 2023

Apr 11, 2023

SELL
$124.91 - $143.8 $1,124 - $1,294
-9 Reduced 0.05%
17,657 $2.3 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $124,085 - $167,751
1,217 Added 7.4%
17,666 $0
Q3 2022

Nov 02, 2022

BUY
$20.73 - $120.58 $1,347 - $7,837
65 Added 0.4%
16,449 $2.07 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $1.85 Million - $2.23 Million
16,384 New
16,384 $1.85 Million
Q1 2022

Apr 25, 2022

SELL
$128.3 - $168.44 $2.15 Million - $2.83 Million
-16,795 Closed
0 $0
Q4 2021

Jun 06, 2022

SELL
$153.94 - $171.78 $15.5 Million - $17.3 Million
-100,770 Reduced 85.71%
16,795 $2.66 Million
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $15.5 Million - $17.3 Million
100,609 Added 593.35%
117,565 $18.6 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $36,448 - $41,411
248 Added 1.48%
16,956 $2.78 Million
Q2 2021

Jul 14, 2021

SELL
$147.37 - $166.44 $54,084 - $61,083
-367 Reduced 2.15%
16,708 $2.6 Million
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $277,435 - $348,091
2,208 Added 14.85%
17,075 $2.58 Million
Q4 2020

Jan 22, 2021

SELL
$96.54 - $127.07 $6,757 - $8,894
-70 Reduced 0.47%
14,867 $2.02 Million
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $4,564 - $5,191
50 Added 0.34%
14,937 $1.44 Million
Q2 2020

Jul 09, 2020

BUY
$84.03 - $113.45 $44,283 - $59,788
527 Added 3.67%
14,887 $1.4 Million
Q1 2020

Apr 09, 2020

BUY
$79.03 - $141.09 $112,617 - $201,053
1,425 Added 11.02%
14,360 $1.26 Million
Q3 2019

Oct 22, 2019

SELL
$104.8 - $120.23 $3,248 - $3,727
-31 Reduced 0.24%
12,935 $1.5 Million
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $4,918 - $5,457
47 Added 0.36%
12,966 $1.47 Million
Q1 2019

Apr 09, 2019

BUY
$97.11 - $107.19 $45,641 - $50,379
470 Added 3.78%
12,919 $1.31 Million
Q4 2018

Jan 15, 2019

BUY
$92.14 - $115.32 $35,289 - $44,167
383 Added 3.17%
12,449 $1.22 Million
Q1 2018

Apr 17, 2018

BUY
$107.01 - $118.77 $144,677 - $160,577
1,352 Added 12.62%
12,066 $1.36 Million
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $1.03 Million - $1.16 Million
10,714
10,714 $1.21 Million

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 $650B
  • 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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