Carson Allaria Wealth Management, Ltd. Jpmorgan Chase & CO Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,536 shares of JPM stock, worth $364,953. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,536
Previous 1,903 19.29%
Holding current value
$364,953
Previous $384,000 15.89%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Oct 21, 2024
SELL
$194.9 - $224.8 $71,528 - $82,501
-367 Reduced 19.29%
1,536 $323,000
Q2 2024

Jul 22, 2024
SELL
$180.08 - $204.79 $30,613 - $34,814
-170 Reduced 8.2%
1,903 $384,000
Q1 2024

May 07, 2024
SELL
$167.09 - $200.3 $82,041 - $98,347
-491 Reduced 19.15%
2,073 $415,000
Q4 2023

Feb 08, 2024
SELL
$135.69 - $170.3 $15,468 - $19,414
-114 Reduced 4.26%
2,564 $436,000
Q3 2023

Nov 09, 2023
SELL
$143.21 - $158.0 $3,723 - $4,108
-26 Reduced 0.96%
2,678 $388,000
Q2 2023

Aug 01, 2023
SELL
$127.47 - $145.44 $5,098 - $5,817
-40 Reduced 1.46%
2,704 $393,000
Q1 2023

Apr 26, 2023
BUY
$124.91 - $143.8 $1,374 - $1,581
11 Added 0.4%
2,744 $357,000
Q4 2022

Feb 06, 2023
SELL
$101.96 - $137.84 $4,690 - $6,340
-46 Reduced 1.66%
2,733 $367,000
Q3 2022

Nov 09, 2022
BUY
$20.73 - $120.58 $19,797 - $115,153
955 Added 52.36%
2,779 $290,000
Q2 2022

Aug 02, 2022
BUY
$112.61 - $135.91 $202,585 - $244,502
1,799 Added 7196.0%
1,824 $205,000
Q4 2021

Feb 10, 2022
BUY
$153.94 - $171.78 $3,848 - $4,294
25 New
25 $4,000

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • 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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