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 $343,519. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,441
Previous 1,418 1.62%
Holding current value
$343,519
Previous $286,000 5.94%
% of portfolio
0.15%
Previous 0.16%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • 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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