Carolinas Wealth Consulting LLC Jpmorgan Chase & CO Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5,891 shares of JPM stock, worth $1.46 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,891

Previous 5,810 1.39%

Holding current value

$1.46 Million

Previous $1.18 Million 5.62%

% of portfolio

0.21%

Previous 0.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $15,786 - $18,208	81 Added 1.39%	5,891 $1.24 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $1,980 - $2,252	11 Added 0.19%	5,810 $1.18 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $26,400 - $31,647	-158 Reduced 2.65%	5,799 $1.16 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $13,704 - $17,200	101 Added 1.72%	5,957 $1.01 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $279,402 - $308,258	-1,951 Reduced 24.99%	5,856 $849,000
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $54,429 - $62,102	-427 Reduced 5.19%	7,807 $1.14 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $28,604 - $32,930	229 Added 2.86%	8,234 $1.07 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $10,297 - $13,921	-101 Reduced 1.25%	8,005 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $4,353 - $25,321	-210 Reduced 2.53%	8,106 $847,000
Q2 2022 Aug 16, 2022	BUY	$112.61 - $135.91 $52,588 - $63,469	467 Added 5.95%	8,316 $936,000
Q1 2022 May 17, 2022	SELL	$128.3 - $168.44 $30,920 - $40,594	-241 Reduced 2.98%	7,849 $1.07 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $154,093 - $171,951	1,001 Added 14.12%	8,090 $1.28 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $66,136 - $75,141	-450 Reduced 5.97%	7,089 $1.16 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $114,506 - $129,323	777 Added 11.49%	7,539 $1.17 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $23,622 - $29,638	-188 Reduced 2.71%	6,762 $1.03 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $139,210 - $183,234	1,442 Added 26.18%	6,950 $883,000
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $194,426 - $221,136	2,130 Added 63.06%	5,508 $530,000
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $62,434 - $84,293	743 Added 28.2%	3,378 $318,000
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $208,244 - $371,772	2,635 New	2,635 $237,000

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Carolinas Wealth Consulting LLC Jpmorgan Chase & CO Transaction History