A detailed history of Atlas Private Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 5,349 shares of JPM stock, worth $1.33 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,349
Previous 5,333 0.3%
Holding current value
$1.33 Million
Previous $1.08 Million 4.55%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $3,118 - $3,596
16 Added 0.3%
5,349 $1.13 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $526,553 - $598,805
2,924 Added 121.38%
5,333 $1.08 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $1.1 Million - $1.32 Million
-6,573 Reduced 73.18%
2,409 $482,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $135 - $170
1 Added 0.01%
8,982 $1.53 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $756,005 - $834,082
5,279 Added 142.6%
8,981 $1.3 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $236,839 - $270,227
1,858 Added 100.76%
3,702 $538,000
Q1 2023

Apr 12, 2023

BUY
$124.91 - $143.8 $1,124 - $1,294
9 Added 0.49%
1,844 $240,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $187,096 - $252,936
1,835 New
1,835 $246,000
Q4 2021

Apr 21, 2022

SELL
$153.94 - $171.78 $165,177 - $184,319
-1,073 Closed
0 $0
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $293 - $333
2 Added 0.19%
1,073 $176,000
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $77,369 - $87,381
525 Added 96.15%
1,071 $167,000
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $14,826 - $18,602
118 Added 27.57%
546 $83,000
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $11,198 - $14,740
116 Added 37.18%
428 $54,000
Q3 2020

Oct 27, 2020

SELL
$91.28 - $103.82 $15,517 - $17,649
-170 Reduced 35.27%
312 $30,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $40,502 - $54,682
482 New
482 $45,000

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 $729B
  • 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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