Canvas Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Canvas Wealth Advisors, LLC

$308 Million
Q1 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 10,108 shares of JPM stock, worth $2.11 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

10,108

Previous 9,638 4.88%

Holding current value

$2.11 Million

Previous $1.64 Million 23.49%

% of portfolio

0.66%

Previous 0.6%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $78,532 - $94,141	470 Added 4.88%	10,108 $2.02 Million
Q4 2023 Jan 17, 2024	SELL	$135.69 - $170.3 $31,615 - $39,679	-233 Reduced 2.36%	9,638 $1.64 Million
Q3 2023 Oct 24, 2023	SELL	$143.21 - $158.0 $61,150 - $67,466	-427 Reduced 4.15%	9,871 $1.43 Million
Q2 2023 Jul 25, 2023	SELL	$127.47 - $145.44 $90,121 - $102,826	-707 Reduced 6.42%	10,298 $1.5 Million
Q1 2023 Apr 28, 2023	SELL	$124.91 - $143.8 $646,908 - $744,740	-5,179 Reduced 32.0%	11,005 $1.43 Million

Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $57,811 - $78,155	-567 Reduced 3.38%	16,184 $0
Q3 2022 Oct 28, 2022	SELL	$20.73 - $120.58 $48,508 - $282,157	-2,340 Reduced 12.26%	16,751 $2.08 Million
Q2 2022 Jul 25, 2022	SELL	$112.61 - $135.91 $463,277 - $559,133	-4,114 Reduced 17.73%	19,091 $2.15 Million
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $341,149 - $447,881	-2,659 Reduced 10.28%	23,205 $2.86 Million
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $15,547 - $17,349	101 Added 0.39%	25,864 $4.1 Million
Q3 2021 Oct 15, 2021	SELL	$146.97 - $166.98 $194,882 - $221,415	-1,326 Reduced 4.89%	25,763 $4.22 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $292,971 - $330,882	1,988 Added 7.92%	27,089 $4.21 Million
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $3.15 Million - $3.96 Million	25,101 New	25,101 $3.92 Million

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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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Canvas Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History