A detailed history of Carolina Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 189 shares of JPM stock, worth $45,276. This represents 0.02% of its overall portfolio holdings.

Number of Shares
189
Previous 139 35.97%
Holding current value
$45,276
Previous $28,000 39.29%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$194.9 - $224.8 $9,745 - $11,240
50 Added 35.97%
189 $39,000
Q1 2024

Apr 05, 2024

BUY
$167.09 - $200.3 $6,683 - $8,012
40 Added 40.4%
139 $27,000
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $1,748 - $2,013
14 Added 16.47%
99 $12,000
Q1 2022

Apr 18, 2022

SELL
$128.3 - $168.44 $19,245 - $25,266
-150 Reduced 63.83%
85 $12,000
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $23,091 - $25,767
150 Added 176.47%
235 $37,000
Q2 2021

Jul 22, 2021

SELL
$147.37 - $166.44 $5,305 - $5,991
-36 Reduced 29.75%
85 $13,000
Q1 2021

Apr 09, 2021

BUY
$125.65 - $157.65 $12,062 - $15,134
96 Added 384.0%
121 $18,000
Q4 2020

Jan 29, 2021

SELL
$96.54 - $127.07 $2,316 - $3,049
-24 Reduced 48.98%
25 $3,000
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $2,190 - $2,491
24 Added 96.0%
49 $5,000
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $2,795 - $3,485
25 New
25 $3,000

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 $703B
  • 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
Track This Portfolio

Track Carolina Wealth Advisors, LLC Portfolio

Follow Carolina Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolina Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolina Wealth Advisors, LLC with notifications on news.