Atria Wealth Solutions, Inc. Jpmorgan Chase & CO Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 174,675 shares of JPM stock, worth $42.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

174,675

Previous 181,573 3.8%

Holding current value

$42.1 Million

Previous $36.7 Million 0.25%

% of portfolio

0.41%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$194.9 - $224.8 $1.34 Million - $1.55 Million	-6,898 Reduced 3.8%	174,675 $36.8 Million
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $1.56 Million - $1.78 Million	-8,676 Reduced 4.56%	181,573 $36.7 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $2.08 Million - $2.5 Million	12,468 Added 7.01%	190,249 $38.1 Million
Q4 2023 Feb 02, 2024	SELL	$135.69 - $170.3 $269,344 - $338,045	-1,985 Reduced 1.1%	177,781 $30.2 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $1.39 Million - $1.53 Million	-9,704 Reduced 5.12%	179,766 $26.1 Million
Q2 2023 Aug 03, 2023	SELL	$127.47 - $145.44 $643,723 - $734,472	-5,050 Reduced 2.6%	189,470 $27.6 Million
Q1 2023 Aug 22, 2023	BUY	$124.91 - $143.8 $722,729 - $832,026	5,786 Added 3.05%	195,256 $25.4 Million
Q1 2023 Jun 14, 2023	SELL	$124.91 - $143.8 $91,933 - $105,836	-736 Reduced 0.38%	194,520 $25.3 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $137,276 - $158,036	-1,099 Reduced 0.56%	195,256 $25.4 Million
Q4 2022 Aug 30, 2023	BUY	$101.96 - $137.84 $514,897 - $696,092	5,050 Added 2.67%	194,520 $26.1 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $1.07 Million - $1.45 Million	10,503 Added 5.65%	196,355 $26.3 Million
Q3 2022 Feb 13, 2023	SELL	$20.73 - $120.58 $297,268 - $1.73 Million	-14,340 Reduced 7.16%	185,852 $19.4 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $281,803 - $1.64 Million	13,594 Added 7.29%	200,192 $21.3 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $4.7 Million - $5.68 Million	41,765 Added 28.84%	186,598 $21 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $18.6 Million - $24.4 Million	144,833 New	144,833 $19.7 Million

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $706B
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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Atria Wealth Solutions, Inc. Jpmorgan Chase & CO Transaction History