Ep Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 694,179 shares of JPM stock, worth $167 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

694,179

Previous 649,478 6.88%

Holding current value

$167 Million

Previous $131 Million 11.39%

% of portfolio

1.3%

Previous 1.42%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $8.71 Million - $10 Million	44,701 Added 6.88%	694,179 $146 Million
Q2 2024 Aug 19, 2024	BUY	$180.08 - $204.79 $1.55 Million - $1.77 Million	8,621 Added 1.35%	649,478 $131 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $710,633 - $851,875	4,253 Added 0.67%	640,857 $128 Million
Q4 2023 Feb 28, 2024	BUY	$135.69 - $170.3 $1.61 Million - $2.03 Million	11,892 Added 1.9%	636,604 $108 Million
Q3 2023 Nov 22, 2023	BUY	$143.21 - $158.0 $46.5 Million - $51.3 Million	324,712 Added 108.24%	624,712 $90.6 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $37.2 Million - $42.4 Million	291,533 Added 3443.17%	300,000 $43.6 Million
Q1 2023 Jun 05, 2023	SELL	$124.91 - $143.8 $69.9 Million - $80.5 Million	-559,952 Reduced 98.51%	8,467 $1.1 Million
Q4 2022 Jun 12, 2023	BUY	$101.96 - $137.84 $58.7 Million - $79.4 Million	576,115 Added 6804.24%	584,582 $78.4 Million
Q3 2022 Dec 02, 2022	BUY	$20.73 - $120.58 $873,189 - $5.08 Million	42,122 Added 8.0%	568,419 $59.4 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $4.72 Million - $5.69 Million	41,879 Added 8.65%	526,297 $59.3 Million
Q1 2022 May 20, 2022	BUY	$128.3 - $168.44 $2.33 Million - $3.06 Million	18,180 Added 3.9%	484,418 $66 Million
Q4 2021 Feb 17, 2022	BUY	$153.94 - $171.78 $1.6 Million - $1.79 Million	10,400 Added 2.28%	466,238 $73.8 Million
Q3 2021 Nov 23, 2021	BUY	$146.97 - $166.98 $62.8 Million - $71.4 Million	427,326 Added 1498.76%	455,838 $74.6 Million
Q3 2021 Nov 16, 2021	SELL	$146.97 - $166.98 $59.4 Million - $67.5 Million	-404,497 Reduced 93.42%	28,512 $74.6 Million
Q2 2021 Aug 24, 2021	BUY	$147.37 - $166.44 $916,494 - $1.04 Million	6,219 Added 1.46%	433,009 $67.4 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $4.2 Million - $5.27 Million	33,459 Added 8.51%	426,790 $65 Million
Q4 2020 Feb 18, 2021	BUY	$96.54 - $127.07 $1.49 Million - $1.96 Million	15,459 Added 4.09%	393,331 $50 Million
Q3 2020 Nov 17, 2020	BUY	$91.28 - $103.82 $2.73 Million - $3.11 Million	29,931 Added 8.6%	377,872 $36.4 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $1.66 Million - $2.24 Million	19,770 Added 6.02%	347,941 $32.7 Million
Q1 2020 May 18, 2020	BUY	$79.03 - $141.09 $2.13 Million - $3.81 Million	27,003 Added 8.97%	328,171 $29.5 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $266,578 - $332,329	-2,384 Reduced 0.79%	301,168 $42 Million
Q3 2019 Nov 18, 2019	SELL	$104.8 - $120.23 $352,337 - $404,213	-3,362 Reduced 1.1%	303,552 $35.7 Million
Q2 2019 Aug 27, 2019	BUY	$104.64 - $116.12 $6.81 Million - $7.56 Million	65,076 Added 26.91%	306,914 $34.3 Million
Q1 2019 May 20, 2019	BUY	$97.11 - $107.19 $805,139 - $888,712	8,291 Added 3.55%	241,838 $24.5 Million
Q4 2018 Feb 19, 2019	BUY	$92.14 - $115.32 $1.79 Million - $2.24 Million	19,383 Added 9.05%	233,547 $22.8 Million
Q3 2018 Nov 15, 2018	BUY	$103.61 - $118.63 $1.01 Million - $1.16 Million	9,776 Added 4.78%	214,164 $24.2 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $683,758 - $756,942	6,623 Added 3.35%	204,388 $21.3 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $106,474 - $118,176	-995 Reduced 0.5%	197,765 $21.7 Million
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $317,775 - $357,456	3,315 Added 1.7%	198,760 $21.3 Million
Q3 2017 Nov 15, 2017	BUY	$88.42 - $95.51 $216,186 - $233,521	2,445 Added 1.27%	195,445 $18.7 Million
Q2 2017 Aug 17, 2017	BUY	N/A	193,000	193,000 $17.6 Million

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $706B
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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Ep Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History