A detailed history of Encompass Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 2,017 shares of JPM stock, worth $446,745. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,017
Previous 2,014 0.15%
Holding current value
$446,745
Previous $407,000 4.42%
% of portfolio
0.15%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$194.9 - $224.8 $584 - $674
3 Added 0.15%
2,017 $425,000
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $360 - $409
2 Added 0.1%
2,014 $407,000
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $4,845 - $5,808
-29 Reduced 1.42%
2,012 $403,000
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $7,191 - $9,025
53 Added 2.67%
2,041 $347,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $28,069 - $30,968
-196 Reduced 8.97%
1,988 $288,000
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $382 - $436
3 Added 0.14%
2,184 $317,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $27,979 - $32,211
-224 Reduced 9.31%
2,181 $284,000
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $1,121 - $1,516
11 Added 0.46%
2,405 $322,000
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $3,627 - $21,101
175 Added 7.89%
2,394 $250,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $40,089 - $48,383
-356 Reduced 13.83%
2,219 $250,000
Q1 2022

Apr 28, 2022

BUY
$128.3 - $168.44 $11,803 - $15,496
92 Added 3.71%
2,575 $351,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $307 - $343
2 Added 0.08%
2,483 $393,000
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $146 - $166
1 Added 0.04%
2,481 $406,000
Q1 2021

May 25, 2021

BUY
$125.65 - $157.65 $123,513 - $154,969
983 Added 65.66%
2,480 $385,000
Q4 2020

Mar 09, 2021

SELL
$96.54 - $127.07 $110,924 - $146,003
-1,149 Reduced 43.42%
1,497 $190,000
Q4 2020

Mar 09, 2021

BUY
$96.54 - $127.07 $255,444 - $336,227
2,646 New
2,646 $336,000

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 $650B
  • 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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