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 $171,479. This represents 0.04% of its overall portfolio holdings.

Number of Shares

686

Previous 272 152.21%

Holding current value

$171,479

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

4,615

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account