Blue Zone Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Blue Zone Wealth Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $2.97 Million - $4.01 Million	-29,087 Reduced 93.62%	1,981 $0
Q3 2022 Oct 14, 2022	SELL	$20.73 - $120.58 $1,368 - $7,958	-66 Reduced 0.21%	31,068 $3.25 Million
Q1 2022 Apr 08, 2022	SELL	$128.3 - $168.44 $326,266 - $428,342	-2,543 Reduced 7.55%	31,134 $4.24 Million
Q4 2021 Jan 24, 2022	BUY	$153.94 - $171.78 $48,491 - $54,110	315 Added 0.94%	33,677 $5.33 Million
Q3 2021 Oct 26, 2021	SELL	$146.97 - $166.98 $34,831 - $39,574	-237 Reduced 0.71%	33,362 $5.46 Million
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $2,063 - $2,330	-14 Reduced 0.04%	33,599 $5.23 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $72,625 - $91,121	-578 Reduced 1.69%	33,613 $5.12 Million
Q4 2020 Jan 22, 2021	BUY	$96.54 - $127.07 $45,373 - $59,722	470 Added 1.39%	34,191 $4.35 Million
Q3 2020 Oct 23, 2020	SELL	$91.28 - $103.82 $557,903 - $634,547	-6,112 Reduced 15.34%	33,721 $3.25 Million
Q2 2020 Jul 20, 2020	BUY	$84.03 - $113.45 $3 Million - $4.06 Million	35,760 Added 877.98%	39,833 $3.75 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $16,359 - $29,205	207 Added 5.35%	4,073 $367,000
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $432,296 - $538,920	3,866 New	3,866 $539,000

4,617

1.95B

29.8M

35.7M

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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