Caliber Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Caliber Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 10, 2023	SELL	$124.91 - $143.8 $1.47 Million - $1.69 Million	-11,770 Reduced 75.7%	3,779 $492,000
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $1,121 - $1,516	11 Added 0.07%	15,549 $0
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $642 - $3,737	31 Added 0.2%	15,538 $1.62 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $18,242 - $22,017	162 Added 1.06%	15,507 $1.75 Million
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $192,321 - $252,491	1,499 Added 10.83%	15,345 $2.09 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $443,193 - $494,554	2,879 Added 26.25%	13,846 $2.19 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $381,681 - $433,647	2,597 Added 31.03%	10,967 $1.83 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $1.23 Million - $1.39 Million	8,370 New	8,370 $1.3 Million

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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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