Arkadios Wealth Advisors Jpmorgan Chase & CO Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

A detailed history of Arkadios Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Arkadios Wealth Advisors holds 63,984 shares of JPM stock, worth $13.5 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

63,984

Previous 52,676 21.47%

Holding current value

$13.5 Million

Previous $10.6 Million 22.65%

% of portfolio

0.92%

Previous 0.85%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$180.08 - $204.79 $2.04 Million - $2.32 Million	11,308 Added 21.47%	63,984 $12.9 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $64,162 - $76,915	384 Added 0.73%	52,676 $10.6 Million
Q4 2023 Jan 24, 2024	BUY	$135.69 - $170.3 $333,254 - $418,256	2,456 Added 4.93%	52,292 $8.89 Million
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $793,096 - $875,004	5,538 Added 12.5%	49,836 $7.23 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $128,489 - $146,603	1,008 Added 2.33%	44,298 $6.44 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $65,452 - $75,351	524 Added 1.23%	43,290 $5.64 Million
Q4 2022 Jan 11, 2023	BUY	$101.96 - $137.84 $404,577 - $546,949	3,968 Added 10.23%	42,766 $0
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $201,744 - $1.17 Million	9,732 Added 33.48%	38,798 $4.05 Million
Q2 2022 Jul 14, 2022	BUY	$112.61 - $135.91 $235,805 - $284,595	2,094 Added 7.76%	29,066 $3.27 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $230,170 - $302,181	1,794 Added 7.13%	26,972 $3.68 Million
Q4 2021 Feb 03, 2022	BUY	$153.94 - $171.78 $314,653 - $351,118	2,044 Added 8.84%	25,178 $3.99 Million
Q3 2021 Oct 19, 2021	SELL	$146.97 - $166.98 $858,010 - $974,829	-5,838 Reduced 20.15%	23,134 $3.79 Million
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $890,556 - $1.01 Million	6,043 Added 26.36%	28,972 $4.51 Million
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $668,709 - $839,013	5,322 Added 30.23%	22,929 $3.49 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $653,961 - $860,772	6,774 Added 62.53%	17,607 $2.24 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $278,586 - $316,858	3,052 Added 39.22%	10,833 $1.1 Billion
Q2 2020 Aug 10, 2020	BUY	$84.03 - $113.45 $122,011 - $164,729	1,452 Added 22.94%	7,781 $764 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $63,856 - $114,000	808 Added 14.64%	6,329 $570 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $617,358 - $769,627	5,521 New	5,521 $769,000

Others Institutions Holding JPM

# of Institutions

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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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Arkadios Wealth Advisors Jpmorgan Chase & CO Transaction History