A detailed history of Etesian Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 13,933 shares of JPM stock, worth $2.92 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
13,933
Previous 15,283 8.83%
Holding current value
$2.92 Million
Previous $2.6 Billion 7.23%
% of portfolio
1.6%
Previous 1.56%

Shares

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

Apr 12, 2024

SELL
$167.09 - $200.3 $225,571 - $270,405
-1,350 Reduced 8.83%
13,933 $2.79 Billion
Q4 2023

Jan 16, 2024

SELL
$135.69 - $170.3 $10,312 - $12,942
-76 Reduced 0.49%
15,283 $2.6 Billion
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $10,312 - $12,942
-76 Reduced 0.49%
15,283 $2.6 Billion
Q3 2023

Jan 16, 2024

SELL
$143.21 - $158.0 $22,770 - $25,122
-159 Reduced 1.02%
15,359 $2.23 Billion
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $22,770 - $25,122
-159 Reduced 1.02%
15,359 $2.23 Billion
Q2 2023

Jan 16, 2024

BUY
$127.47 - $145.44 $15,041 - $17,161
118 Added 0.77%
15,518 $2.26 Billion
Q2 2023

Oct 19, 2023

BUY
$127.47 - $145.44 $15,041 - $17,161
118 Added 0.77%
15,518 $2.26 Billion
Q1 2023

Jan 16, 2024

SELL
$124.91 - $143.8 $19,860 - $22,864
-159 Reduced 1.02%
15,400 $2.01 Billion
Q1 2023

Oct 19, 2023

SELL
$124.91 - $143.8 $19,860 - $22,864
-159 Reduced 1.02%
15,400 $2.01 Billion
Q4 2022

Jan 16, 2024

BUY
$101.96 - $137.84 $28,140 - $38,043
276 Added 1.81%
15,559 $2.09 Billion
Q4 2022

Oct 19, 2023

BUY
$101.96 - $137.84 $1.59 Million - $2.14 Million
15,559 New
15,559 $2.09 Billion

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 $615B
  • 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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