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 $326,700. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,375

Previous 1,375 -0.0%

Holding current value

$326,700

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

4,616

Shares Held

1.95B

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 $697B
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 Avondale Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Avondale Wealth Management with notifications on news.

Account

Avondale Wealth Management Jpmorgan Chase & CO Transaction History