A detailed history of Aspireon Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aspireon Wealth Advisors holds 7,341 shares of JPM stock, worth $1.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
7,341
Previous 7,675 4.35%
Holding current value
$1.8 Million
Previous $1.03 Million 6.63%
% of portfolio
0.52%
Previous 0.53%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023

SELL
$124.91 - $143.8 $41,719 - $48,029
-334 Reduced 4.35%
7,341 $957,000
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $10,094 - $13,646
99 Added 1.31%
7,675 $1.03 Million
Q3 2022

Nov 18, 2022

SELL
$20.73 - $120.58 $2.28 Million - $13.2 Million
-109,802 Reduced 93.55%
7,576 $792,000
Q3 2022

Nov 15, 2022

BUY
$20.73 - $120.58 $2.27 Million - $13.2 Million
109,396 Added 1370.53%
117,378 $276,000
Q2 2022

Jul 29, 2022

BUY
$112.61 - $135.91 $49,661 - $59,936
441 Added 5.85%
7,982 $897,000
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $14,697 - $16,698
-100 Reduced 1.31%
7,541 $1.23 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $20,779 - $23,468
141 Added 1.88%
7,641 $1.19 Million
Q1 2021

Apr 19, 2021

BUY
$125.65 - $157.65 $25,130 - $31,530
200 Added 2.74%
7,500 $1.2 Million
Q4 2020

Feb 23, 2021

BUY
$96.54 - $127.07 $704,742 - $927,611
7,300 New
7,300 $920,000

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 $718B
  • 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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