Avion Wealth Jpmorgan Chase & CO Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avion Wealth holds 686 shares of JPM stock, worth $150,769. This represents 0.04% of its overall portfolio holdings.

Number of Shares

686

Previous 272 152.21%

Holding current value

$150,769

Previous $54,000 166.67%

% of portfolio

0.04%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $80,688 - $93,067	414 Added 152.21%	686 $144,000
Q2 2024 Jul 26, 2024	SELL	$180.08 - $204.79 $180,800 - $205,609	-1,004 Reduced 78.68%	272 $54,000
Q1 2024 May 03, 2024	BUY	$167.09 - $200.3 $15,038 - $18,027	90 Added 7.59%	1,276 $256,000
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $217,375 - $272,820	-1,602 Reduced 57.46%	1,186 $202,000
Q3 2023 Oct 20, 2023	SELL	$143.21 - $158.0 $32,508 - $35,866	-227 Reduced 7.53%	2,788 $404,000
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $32,122 - $36,650	252 Added 9.12%	3,015 $437,000
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $2,623 - $3,019	21 Added 0.77%	2,763 $370,000
Q3 2022 Oct 31, 2022	SELL	$20.73 - $120.58 $518 - $3,014	-25 Reduced 0.9%	2,742 $287,000
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $5,743 - $6,931	51 Added 1.88%	2,767 $312,000
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $589 - $665	4 Added 0.15%	2,716 $422,000
Q1 2021 May 06, 2021	SELL	$125.65 - $157.65 $13,821 - $17,341	-110 Reduced 3.9%	2,712 $413,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $772 - $1,016	8 Added 0.28%	2,822 $359,000
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $213,869 - $243,250	2,343 Added 497.45%	2,814 $271,000
Q2 2020 Jul 29, 2020	SELL	$84.03 - $113.45 $8,403 - $11,345	-100 Reduced 17.51%	471 $44,000
Q1 2020 Apr 08, 2020	BUY	$79.03 - $141.09 $45,126 - $80,562	571 New	571 $51,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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