Atticus Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 3,596 shares of JPM stock, worth $897,993. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,596

Previous 3,379 6.42%

Holding current value

$897,993

Previous $683,000 10.83%

% of portfolio

0.27%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $42,293 - $48,781	217 Added 6.42%	3,596 $757,000
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $43,399 - $49,354	241 Added 7.68%	3,379 $683,000
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $116,628 - $139,809	698 Added 28.61%	3,138 $628,000
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $4,749 - $5,960	35 Added 1.46%	2,440 $415,000
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $1,145 - $1,264	8 Added 0.33%	2,405 $348,000
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $16,826 - $19,198	-132 Reduced 5.22%	2,397 $348,000
Q1 2023 Apr 17, 2023	SELL	$124.91 - $143.8 $92,683 - $106,699	-742 Reduced 22.68%	2,529 $329,000
Q4 2022 Jan 31, 2023	SELL	$101.96 - $137.84 $10,297 - $13,921	-101 Reduced 3.0%	3,271 $438,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $3,040 - $3,669	-27 Reduced 0.79%	3,372 $380,000
Q1 2022 Apr 15, 2022	BUY	$128.3 - $168.44 $24,505 - $32,172	191 Added 5.95%	3,399 $463,000
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $132,850 - $148,246	863 Added 36.8%	3,208 $508,000
Q3 2021 Oct 18, 2021	SELL	$146.97 - $166.98 $1,469 - $1,669	-10 Reduced 0.42%	2,345 $384,000
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $56,590 - $63,912	384 Added 19.48%	2,355 $366,000
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $10,805 - $13,557	-86 Reduced 4.18%	1,971 $300,000
Q4 2020 Jan 20, 2021	BUY	$96.54 - $127.07 $20,273 - $26,684	210 Added 11.37%	2,057 $261,000
Q3 2020 Oct 21, 2020	SELL	$91.28 - $103.82 $199,720 - $227,158	-2,188 Reduced 54.23%	1,847 $178,000
Q2 2020 Jul 15, 2020	SELL	$84.03 - $113.45 $6,890 - $9,302	-82 Reduced 1.99%	4,035 $380,000
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $41,253 - $73,648	522 Added 14.52%	4,117 $371,000
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $401,992 - $501,143	3,595 New	3,595 $501,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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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Atticus Wealth Management, LLC Jpmorgan Chase & CO Transaction History