Evoke Wealth, LLC Jpmorgan Chase & CO Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evoke Wealth, LLC holds 26,786 shares of JPM stock, worth $6.36 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

26,786

Holding current value

$6.36 Million

% of portfolio

0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $5.22 Million - $6.02 Million	26,786 New	26,786 $5.65 Billion
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $97,580 - $116,975	-584 Reduced 2.21%	25,844 $5.18 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $157,264 - $197,377	1,159 Added 4.59%	26,428 $4.5 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $194,049 - $214,090	-1,355 Reduced 5.09%	25,269 $3.66 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $236,839 - $270,227	1,858 Added 7.5%	26,624 $3.87 Million
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $95,431 - $109,863	-764 Reduced 2.99%	24,766 $3.23 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $102,469 - $138,529	-1,005 Reduced 3.79%	25,530 $3.42 Million
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $21,683 - $126,126	1,046 Added 4.1%	26,535 $2.77 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $118,803 - $143,385	1,055 Added 4.32%	25,489 $2.87 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $234,917 - $308,413	1,831 Added 8.1%	24,434 $3.33 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $111,452 - $124,368	724 Added 3.31%	22,603 $3.58 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $310,547 - $352,828	2,113 Added 10.69%	21,879 $3.58 Million
Q2 2021 Aug 05, 2021	SELL	$147.37 - $166.44 $30,947 - $34,952	-210 Reduced 1.05%	19,766 $3.07 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $1.17 Million - $1.46 Million	9,274 Added 86.66%	19,976 $3.04 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $9.74 Million - $12.8 Million	-100,910 Reduced 90.41%	10,702 $1.36 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $8.91 Million - $10.1 Million	97,572 Added 694.96%	111,612 $10.7 Million
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $248,392 - $335,358	-2,956 Reduced 17.39%	14,040 $1.32 Million
Q1 2020 May 07, 2020	SELL	$79.03 - $141.09 $1.39 Million - $2.48 Million	-17,553 Reduced 50.81%	16,996 $1.53 Billion
Q4 2019 Feb 07, 2020	BUY	$111.82 - $139.4 $2.62 Million - $3.26 Million	23,386 Added 209.5%	34,549 $2.11 Billion
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $1.17 Million - $1.34 Million	11,163 New	11,163 $1.31 Billion

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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