Evolution Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Evolution Wealth Advisors, LLC

$545 Million
Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 4,838 shares of JPM stock, worth $1.19 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,838

Previous 5,368 9.87%

Holding current value

$1.19 Million

Previous $1.09 Million 6.08%

% of portfolio

0.19%

Previous 0.21%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $103,297 - $119,144	-530 Reduced 9.87%	4,838 $1.02 Million
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $6,843 - $7,782	-38 Reduced 0.7%	5,368 $1.09 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $73,185 - $87,731	438 Added 8.82%	5,406 $1.08 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $9,226 - $11,580	68 Added 1.39%	4,968 $845,000
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $21,481 - $23,700	-150 Reduced 2.97%	4,900 $710,000
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $89,483 - $102,098	702 Added 16.15%	5,050 $734,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $54,210 - $62,409	434 Added 11.09%	4,348 $566,000
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $37,623 - $50,862	369 Added 10.41%	3,914 $524,000
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $15,008 - $87,299	724 Added 25.66%	3,545 $370,000
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $137,281 - $180,230	-1,070 Reduced 27.5%	2,821 $386,000
Q4 2021 Jan 28, 2022	BUY	$153.94 - $171.78 $141,624 - $158,037	920 Added 30.97%	3,891 $616,000
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $10,287 - $11,688	70 Added 2.41%	2,971 $486,000
Q2 2021 Jul 22, 2021	SELL	$147.37 - $166.44 $161,370 - $182,251	-1,095 Reduced 27.4%	2,901 $451,000
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $133,189 - $167,109	1,060 Added 36.1%	3,996 $608,000
Q4 2020 Feb 02, 2021	SELL	$96.54 - $127.07 $94,512 - $124,401	-979 Reduced 25.01%	2,936 $373,000
Q3 2020 Oct 15, 2020	BUY	$91.28 - $103.82 $123,684 - $140,676	1,355 Added 52.93%	3,915 $377,000
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $2.07 Million - $2.79 Million	-24,575 Reduced 90.57%	2,560 $241,000
Q1 2020 Apr 22, 2020	BUY	$79.03 - $141.09 $1.89 Million - $3.37 Million	23,887 Added 735.44%	27,135 $2.44 Million
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $2,571 - $3,206	23 Added 0.71%	3,248 $453,000
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $44,330 - $50,857	-423 Reduced 11.6%	3,225 $380,000
Q2 2019 Jul 12, 2019	BUY	$104.64 - $116.12 $89,257 - $99,050	853 Added 30.52%	3,648 $408,000
Q4 2018 Jan 29, 2019	BUY	$92.14 - $115.32 $257,531 - $322,319	2,795 New	2,795 $273,000

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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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Evolution Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History