A detailed history of Blue Sky Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 4,336 shares of JPM stock, worth $898,809. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,336
Holding current value
$898,809
% of portfolio
0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $780,826 - $887,969
4,336 New
4,336 $876,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $15,875 - $19,925
117 Added 3.22%
3,756 $638,000
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $5,298 - $5,846
-37 Reduced 1.01%
3,639 $527,000
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $93,690 - $106,898
735 Added 24.99%
3,676 $534,000
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $4,621 - $5,320
37 Added 1.27%
2,941 $383,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $3,874 - $5,237
38 Added 1.33%
2,904 $389,000
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $59,412 - $345,582
2,866 New
2,866 $299,000
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $181,302 - $218,815
-1,610 Closed
0 $0
Q4 2021

Jan 25, 2022

SELL
$153.94 - $171.78 $1.49 Million - $1.66 Million
-9,660 Reduced 85.71%
1,610 $255,000
Q4 2021

Jan 13, 2022

BUY
$153.94 - $171.78 $1.49 Million - $1.66 Million
9,660 Added 600.0%
11,270 $1.79 Million
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $45,684 - $51,596
310 Added 23.85%
1,610 $251,000
Q1 2021

Apr 23, 2021

BUY
$125.65 - $157.65 $163,345 - $204,945
1,300 New
1,300 $203,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $608B
  • 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
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