A detailed history of Avidian Wealth Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 19,691 shares of JPM stock, worth $4.92 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
19,691
Previous 19,724 0.17%
Holding current value
$4.92 Million
Previous $3.99 Million 4.04%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $6,431 - $7,418
-33 Reduced 0.17%
19,691 $4.15 Million
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $475,411 - $540,645
2,640 Added 15.45%
19,724 $3.99 Million
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $820,244 - $983,272
4,909 Added 40.32%
17,084 $3.42 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $46,948 - $58,923
-346 Reduced 2.76%
12,175 $2.07 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $2,148 - $2,370
-15 Reduced 0.12%
12,521 $1.82 Million
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $2.26 Million - $2.58 Million
-17,719 Reduced 58.57%
12,536 $1.82 Million
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $230,209 - $265,023
1,843 Added 6.49%
30,255 $3.94 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $774,284 - $1.05 Million
7,594 Added 36.48%
28,412 $3.81 Million
Q3 2022

Nov 03, 2022

SELL
$20.73 - $120.58 $29,332 - $170,620
-1,415 Reduced 6.36%
20,818 $2.18 Million
Q2 2022

Jul 29, 2022

SELL
$112.61 - $135.91 $320,713 - $387,071
-2,848 Reduced 11.36%
22,233 $2.5 Million
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $365,013 - $479,211
-2,845 Reduced 10.19%
25,081 $3.42 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $744,607 - $830,899
4,837 Added 20.95%
27,926 $4.42 Million
Q3 2021

Nov 10, 2021

BUY
$146.97 - $166.98 $272,776 - $309,914
1,856 Added 8.74%
23,089 $3.78 Million
Q2 2021

Aug 09, 2021

SELL
$147.37 - $166.44 $2,357 - $2,663
-16 Reduced 0.08%
21,233 $3.3 Million
Q1 2021

May 05, 2021

SELL
$125.65 - $157.65 $37,066 - $46,506
-295 Reduced 1.37%
21,249 $3.24 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $66,033 - $86,915
684 Added 3.28%
21,544 $2.74 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $264,712 - $301,078
2,900 Added 16.15%
20,860 $2.01 Million
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $139,069 - $187,759
1,655 Added 10.15%
17,960 $1.69 Million
Q1 2020

Apr 22, 2020

BUY
$79.03 - $141.09 $552,735 - $986,783
6,994 Added 75.12%
16,305 $1.47 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $236,946 - $295,388
2,119 Added 29.46%
9,311 $1.3 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $231,188 - $265,227
2,206 Added 44.24%
7,192 $846,000
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $837 - $928
8 Added 0.16%
4,986 $557,000
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $873 - $964
9 Added 0.18%
4,978 $504,000
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $97,391 - $121,893
1,057 Added 27.02%
4,969 $485,000
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $182,560 - $209,026
-1,762 Reduced 31.05%
3,912 $441,000
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $134,212 - $148,577
-1,300 Reduced 18.64%
5,674 $591,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $3,317 - $3,681
31 Added 0.45%
6,974 $767,000
Q4 2017

Feb 14, 2018

SELL
$95.86 - $107.83 $2,875 - $3,234
-30 Reduced 0.43%
6,943 $742,000
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $884 - $955
10 Added 0.14%
6,973 $666,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,963
6,963 $636,000

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 $733B
  • 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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