Clarus Wealth Advisors Jpmorgan Chase & CO Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

A detailed history of Clarus Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clarus Wealth Advisors holds 1,441 shares of JPM stock, worth $316,702. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,441

Previous 1,418 1.62%

Holding current value

$316,702

Previous $286,000 5.94%

% of portfolio

0.15%

Previous 0.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$194.9 - $224.8 $4,482 - $5,170	23 Added 1.62%	1,441 $303,000
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $10,804 - $12,287	-60 Reduced 4.06%	1,418 $286,000
Q1 2024 Apr 11, 2024	SELL	$167.09 - $200.3 $20,719 - $24,837	-124 Reduced 7.74%	1,478 $296,000
Q4 2023 Jan 22, 2024	SELL	$135.69 - $170.3 $27,138 - $34,060	-200 Reduced 11.1%	1,602 $272,000
Q2 2023 Jul 10, 2023	SELL	$127.47 - $145.44 $5,481 - $6,253	-43 Reduced 2.33%	1,802 $262,000
Q1 2023 Apr 10, 2023	SELL	$124.91 - $143.8 $12,615 - $14,523	-101 Reduced 5.19%	1,845 $240,000
Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $815 - $1,102	8 Added 0.41%	1,946 $0
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $40,174 - $233,684	1,938 New	1,938 $203,000
Q1 2022 Apr 12, 2022	SELL	$128.3 - $168.44 $160,375 - $210,550	-1,250 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$153.94 - $171.78 $192,425 - $214,725	1,250 New	1,250 $197,000
Q2 2021 Jul 13, 2021	SELL	$147.37 - $166.44 $216,044 - $244,001	-1,466 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$125.65 - $157.65 $19,475 - $24,435	-155 Reduced 9.56%	1,466 $223,000
Q4 2020 Jan 12, 2021	BUY	$96.54 - $127.07 $156,491 - $205,980	1,621 New	1,621 $205,000
Q3 2019 Oct 11, 2019	SELL	$104.8 - $120.23 $225,634 - $258,855	-2,153 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	$104.64 - $116.12 $220,162 - $244,316	2,104 Added 4293.88%	2,153 $241,000
Q1 2019 Apr 04, 2019	SELL	$97.11 - $107.19 $9,711 - $10,719	-100 Reduced 67.11%	49 $5,000
Q4 2018 Jan 08, 2019	BUY	$92.14 - $115.32 $13,728 - $17,182	149 New	149 $17,000
Q4 2018 Jan 07, 2019	SELL	$92.14 - $115.32 $13,728 - $17,182	-149 Closed	0 $0
Q3 2018 Oct 03, 2018	SELL	$103.61 - $118.63 $932 - $1,067	-9 Reduced 5.7%	149 $17,000
Q2 2018 Jul 05, 2018	BUY	$103.24 - $114.29 $16,311 - $18,057	158 New	158 $17,000

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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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Clarus Wealth Advisors Jpmorgan Chase & CO Transaction History