Beam Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History

Beam Wealth Advisors, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $17,544 - $21,031	105 Added 4.58%	2,399 $480,000
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $8,955 - $11,239	-66 Reduced 2.8%	2,294 $390,000
Q3 2023 Oct 26, 2023	BUY	$143.21 - $158.0 $8,592 - $9,480	60 Added 2.61%	2,360 $342,000
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $77,756 - $88,718	610 Added 36.09%	2,300 $334,000
Q1 2023 Apr 26, 2023	SELL	$124.91 - $143.8 $499 - $575	-4 Reduced 0.24%	1,690 $220,000
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $172,720 - $233,500	1,694 New	1,694 $0
Q4 2021 Jan 14, 2022	SELL	$153.94 - $171.78 $320,657 - $357,817	-2,083 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $306,138 - $347,819	2,083 New	2,083 $341,000
Q3 2020 Oct 07, 2020	SELL	$91.28 - $103.82 $228,656 - $260,069	-2,505 Closed	0 $0
Q2 2020 Jul 07, 2020	SELL	$84.03 - $113.45 $15,713 - $21,215	-187 Reduced 6.95%	2,505 $238,000
Q1 2020 Apr 08, 2020	SELL	$79.03 - $141.09 $4,583 - $8,183	-58 Reduced 2.11%	2,692 $242,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $307,505 - $383,350	2,750 New	2,750 $383,000

4,619

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $713B
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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