A detailed history of Connectus Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Connectus Wealth, LLC holds 467,796 shares of JPM stock, worth $95.8 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
467,796
Previous 556,633 15.96%
Holding current value
$95.8 Million
Previous $94.7 Million 1.04%
% of portfolio
2.15%
Previous 1.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $14.8 Million - $17.8 Million
-88,837 Reduced 15.96%
467,796 $93.7 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $1.09 Million - $1.37 Million
-8,067 Reduced 1.43%
556,633 $94.7 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $42,246 - $46,610
295 Added 0.05%
564,700 $81.9 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $6.02 Million - $6.87 Million
47,255 Added 9.14%
564,405 $82.1 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $479,154 - $551,616
3,836 Added 0.75%
517,150 $67.4 Million
Q4 2022

Feb 07, 2023

SELL
$101.96 - $137.84 $1.57 Million - $2.13 Million
-15,437 Reduced 2.92%
513,314 $68.8 Million
Q3 2022

Nov 10, 2022

SELL
$20.73 - $120.58 $189,555 - $1.1 Million
-9,144 Reduced 1.7%
528,751 $55.3 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $55.7 Million - $67.2 Million
494,628 Added 1143.2%
537,895 $60.6 Million
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $620,202 - $814,238
-4,834 Reduced 10.05%
43,267 $6.86 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $7.4 Million - $8.26 Million
48,101 New
48,101 $7.62 Million

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 $601B
  • 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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