Clarity Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Clarity Wealth Advisors, LLC

$296 Million
Q1 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 33,090 shares of JPM stock, worth $6.69 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

33,090

Previous 32,748 1.04%

Holding current value

$6.69 Million

Previous $5.57 Million 18.98%

% of portfolio

2.24%

Previous 2.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $57,144 - $68,502	342 Added 1.04%	33,090 $6.63 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $337,868 - $424,047	2,490 Added 8.23%	32,748 $5.57 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $339,550 - $374,618	2,371 Added 8.5%	30,258 $4.39 Million
Q2 2023 Jul 28, 2023	BUY	$127.47 - $145.44 $179,605 - $204,924	1,409 Added 5.32%	27,887 $4.06 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $143,521 - $165,226	1,149 Added 4.54%	26,478 $3.45 Million

Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $26,407 - $35,700	259 Added 1.03%	25,329 $3.4 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $49,814 - $289,753	2,403 Added 10.6%	25,070 $2.62 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $188,058 - $226,969	1,670 Added 7.95%	22,667 $2.55 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $249,415 - $327,447	1,944 Added 10.2%	20,997 $2.86 Million
Q4 2021 Jan 25, 2022	BUY	$153.94 - $171.78 $293,717 - $327,756	1,908 Added 11.13%	19,053 $3.02 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $261,606 - $297,224	1,780 Added 11.58%	17,145 $2.81 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $201,896 - $228,022	1,370 Added 9.79%	15,365 $2.39 Million
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $87,703 - $110,039	-698 Reduced 4.75%	13,995 $2.13 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $83,314 - $109,661	863 Added 6.24%	14,693 $1.87 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $27,749 - $31,561	304 Added 2.25%	13,830 $1.33 Million
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $904,835 - $1.22 Million	10,768 Added 390.43%	13,526 $1.27 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $1,580 - $2,821	20 Added 0.73%	2,758 $248,000
Q4 2019 Feb 10, 2020	BUY	$111.82 - $139.4 $306,163 - $381,677	2,738 New	2,738 $381,000

Others Institutions Holding JPM

# of Institutions

4,418

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 $593B
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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Clarity Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History