Burt Wealth Advisors Jpmorgan Chase & CO Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burt Wealth Advisors holds 5,429 shares of JPM stock, worth $1.36 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,429

Previous 5,487 1.06%

Holding current value

$1.36 Million

Previous $1.11 Million 3.16%

% of portfolio

0.29%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $11,304 - $13,038	-58 Reduced 1.06%	5,429 $1.14 Million
Q2 2024 Jul 16, 2024	SELL	$180.08 - $204.79 $31,333 - $35,633	-174 Reduced 3.07%	5,487 $1.11 Million
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $39,266 - $47,070	235 Added 4.33%	5,661 $1.13 Million
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $23,964 - $27,342	-188 Reduced 3.35%	5,426 $789,000
Q1 2023 Apr 13, 2023	BUY	$124.91 - $143.8 $5,371 - $6,183	43 Added 0.77%	5,614 $731,000
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $11,623 - $15,713	114 Added 2.09%	5,571 $747,000
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $1,243 - $7,234	60 Added 1.11%	5,457 $570,000
Q3 2021 Oct 06, 2021	BUY	$146.97 - $166.98 $1,469 - $1,669	10 Added 0.19%	5,397 $883,000
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $753 - $945	-6 Reduced 0.11%	5,387 $820,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $2,008 - $2,284	-22 Reduced 0.41%	5,393 $519,000
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $106,550 - $143,854	1,268 Added 30.58%	5,415 $509,000
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $7,507 - $13,403	95 Added 2.34%	4,147 $373,000
Q4 2019 Jan 29, 2020	SELL	$111.82 - $139.4 $10,399 - $12,964	-93 Reduced 2.24%	4,052 $565,000
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $4,185 - $4,644	-40 Reduced 0.96%	4,145 $463,000
Q1 2019 Apr 24, 2019	BUY	$97.11 - $107.19 $3,884 - $4,287	40 Added 0.97%	4,185 $424,000
Q3 2018 Oct 30, 2018	SELL	$103.61 - $118.63 $63,202 - $72,364	-610 Reduced 12.83%	4,145 $468,000
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $7,743 - $8,571	-75 Reduced 1.55%	4,755 $495,000
Q1 2018 Apr 24, 2018	SELL	$107.01 - $118.77 $22,044 - $24,466	-206 Reduced 4.09%	4,830 $531,000
Q4 2017 Jan 30, 2018	BUY	$95.86 - $107.83 $34,222 - $38,495	357 Added 7.63%	5,036 $539,000
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $30,328 - $32,759	343 Added 7.91%	4,679 $447,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,336	4,336 $396,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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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Burt Wealth Advisors Jpmorgan Chase & CO Transaction History