Atlas Private Wealth Management Jpmorgan Chase & CO Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atlas Private Wealth Management holds 29,624 shares of JPM stock, worth $6.29 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

29,624

Previous 28,906 2.48%

Holding current value

$6.29 Million

Previous $4.92 Million 20.69%

% of portfolio

2.61%

Previous 2.43%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $119,970 - $143,815	718 Added 2.48%	29,624 $5.93 Million
Q4 2023 Jan 19, 2024	BUY	$135.69 - $170.3 $186,030 - $233,481	1,371 Added 4.98%	28,906 $4.92 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $61,437 - $67,782	429 Added 1.58%	27,535 $3.99 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $361,249 - $412,176	2,834 Added 11.68%	27,106 $3.94 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $120,787 - $139,054	967 Added 4.15%	24,272 $3.16 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $159,669 - $215,857	1,566 Added 7.2%	23,305 $0
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $14,428 - $83,923	696 Added 3.31%	21,739 $2.27 Million
Q2 2022 Jul 19, 2022	SELL	$112.61 - $135.91 $193,576 - $233,629	-1,719 Reduced 7.55%	21,043 $2.37 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $123,039 - $161,533	959 Added 4.4%	22,762 $3.1 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $398,550 - $444,738	2,589 Added 13.47%	21,803 $3.45 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $57,171 - $64,955	389 Added 2.07%	19,214 $3.15 Million
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $185,833 - $209,880	1,261 Added 7.18%	18,825 $2.93 Million
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $251 - $315	2 Added 0.01%	17,564 $2.67 Million
Q4 2020 Jan 27, 2021	SELL	$96.54 - $127.07 $3,668 - $4,828	-38 Reduced 0.22%	17,562 $2.23 Million
Q3 2020 Nov 05, 2020	BUY	$91.28 - $103.82 $135,642 - $154,276	1,486 Added 9.22%	17,600 $1.69 Million
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $8,907 - $12,025	106 Added 0.66%	16,114 $1.52 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $152,606 - $272,444	1,931 Added 13.72%	16,008 $1.44 Million
Q4 2019 Feb 11, 2020	BUY	$111.82 - $139.4 $1.57 Million - $1.96 Million	14,077 New	14,077 $1.96 Million

Others Institutions Holding JPM

# of Institutions

4,527

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 $623B
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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Atlas Private Wealth Management Jpmorgan Chase & CO Transaction History