Avondale Wealth Management Jpmorgan Chase & CO Transaction History

Avondale Wealth Management

$152 Million
Q3 2024

A detailed history of Avondale Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avondale Wealth Management holds 1,375 shares of JPM stock, worth $331,072. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,375

Previous 1,375 -0.0%

Holding current value

$331,072

Previous $278,000 3.96%

% of portfolio

0.19%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 02, 2024	SELL	$167.09 - $200.3 $41,772 - $50,075	-250 Reduced 15.38%	1,375 $275,000
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $107,407 - $118,500	-750 Reduced 31.58%	1,625 $235,000
Q2 2023 Jul 06, 2023	SELL	$127.47 - $145.44 $159,337 - $181,800	-1,250 Reduced 34.48%	2,375 $345,000
Q1 2023 Apr 05, 2023	BUY	$124.91 - $143.8 $3,122 - $3,595	25 Added 0.69%	3,625 $472,000
Q4 2022 Jan 06, 2023	SELL	$101.96 - $137.84 $101,960 - $137,840	-1,000 Reduced 21.74%	3,600 $0
Q3 2022 Oct 07, 2022	SELL	$20.73 - $120.58 $5,700 - $33,159	-275 Reduced 5.64%	4,600 $481,000
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $126,686 - $152,898	1,125 Added 30.0%	4,875 $549,000
Q1 2022 Apr 12, 2022	BUY	$128.3 - $168.44 $96,225 - $126,330	750 Added 25.0%	3,750 $511,000
Q4 2021 Jan 11, 2022	SELL	$153.94 - $171.78 $323,274 - $360,738	-2,100 Reduced 41.18%	3,000 $475,000
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $88,182 - $100,188	600 Added 13.33%	5,100 $835,000
Q2 2021 Jul 13, 2021	BUY	$147.37 - $166.44 $663,165 - $748,980	4,500 New	4,500 $700,000
Q3 2020 Oct 15, 2020	SELL	$91.28 - $103.82 $20,811 - $23,670	-228 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $20,928 - $23,224	-200 Reduced 46.73%	228 $25,000
Q4 2017 Apr 27, 2018	BUY	$95.86 - $107.83 $41,028 - $46,151	428	428 $46,000

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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Avondale Wealth Management Jpmorgan Chase & CO Transaction History