Confluence Wealth Services, Inc. Jpmorgan Chase & CO Transaction History

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 49,779 shares of JPM stock, worth $13.4 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

49,779

Previous 44,041 13.03%

Holding current value

$13.4 Million

Previous $10.6 Million 15.66%

% of portfolio

0.8%

Previous 0.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$225.19 - $279.95 $1.29 Million - $1.61 Million	5,738 Added 13.03%	49,779 $12.2 Million
Q4 2024 Jan 27, 2025	SELL	$205.18 - $250.29 $196,767 - $240,028	-959 Reduced 2.13%	44,041 $10.6 Million
Q3 2024 Oct 29, 2024	SELL	$194.9 - $224.8 $224,719 - $259,194	-1,153 Reduced 2.5%	45,000 $9.49 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $904,001 - $1.03 Million	5,020 Added 12.2%	46,153 $9.33 Million
Q1 2024 Apr 22, 2024	BUY	$167.09 - $200.3 $184,300 - $220,930	1,103 Added 2.76%	41,133 $8.24 Million
Q4 2023 Jan 25, 2024	SELL	$135.69 - $170.3 $202,585 - $254,257	-1,493 Reduced 3.6%	40,030 $6.81 Million
Q3 2023 Nov 01, 2023	BUY	$143.21 - $158.0 $227,560 - $251,062	1,589 Added 3.98%	41,523 $6.02 Million
Q2 2023 Aug 01, 2023	SELL	$127.47 - $145.44 $129,509 - $147,767	-1,016 Reduced 2.48%	39,934 $5.81 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $181,868 - $209,372	1,456 Added 3.69%	40,950 $5.34 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $108,179 - $146,248	1,061 Added 2.76%	39,494 $5.3 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $796,716 - $4.63 Million	38,433 New	38,433 $4.02 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $3.85 Million - $4.64 Million	-34,176 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $39,901 - $52,384	311 Added 0.92%	34,176 $4.66 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $5.21 Million - $5.82 Million	33,865 New	33,865 $5.36 Million

Others Institutions Holding JPM

# of Institutions

5,190

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $788B
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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Confluence Wealth Services, Inc. Jpmorgan Chase & CO Transaction History