Clearview Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Clearview Wealth Advisors LLC

$97.3 Million
Q1 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 4,257 shares of JPM stock, worth $888,393. This represents 0.88% of its overall portfolio holdings.

Number of Shares

4,257

Previous 5,449 21.88%

Holding current value

$888,393

Previous $926,000 7.99%

% of portfolio

0.88%

Previous 1.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 09, 2024	SELL	$167.09 - $200.3 $199,171 - $238,757	-1,192 Reduced 21.88%	4,257 $852,000
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $814 - $1,021	-6 Reduced 0.11%	5,449 $926,000
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $30,217 - $33,338	-211 Reduced 3.72%	5,455 $791,000
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $25,111 - $28,651	-197 Reduced 3.36%	5,666 $824,000
Q1 2023 Apr 12, 2023	SELL	$124.91 - $143.8 $281,422 - $323,981	-2,253 Reduced 27.76%	5,863 $764,000

Q4 2022 Jan 31, 2023	SELL	$101.96 - $137.84 $1,937 - $2,618	-19 Reduced 0.23%	8,116 $1.09 Million
Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $2,383 - $13,866	115 Added 1.43%	8,135 $850,000
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $11,148 - $13,455	99 Added 1.25%	8,020 $903,000
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $41,312 - $54,237	-322 Reduced 3.91%	7,921 $1.08 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $62,499 - $69,742	406 Added 5.18%	8,243 $1.31 Million
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $28,659 - $32,561	195 Added 2.55%	7,837 $1.28 Million
Q2 2021 Jul 30, 2021	BUY	$147.37 - $166.44 $53,053 - $59,918	360 Added 4.94%	7,642 $1.19 Million
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $106,676 - $133,844	849 Added 13.2%	7,282 $1.11 Million
Q4 2020 Jan 21, 2021	BUY	$96.54 - $127.07 $621,041 - $817,441	6,433 New	6,433 $817,000

Others Institutions Holding JPM

# of Institutions

4,422

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 $612B
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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Clearview Wealth Advisors LLC Jpmorgan Chase & CO Transaction History