Financial Synergies Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$167.09 - $200.3 $73,352 - $87,931	439 Added 126.15%	787 $158 Million
Q4 2023 Apr 04, 2024	SELL	$135.69 - $170.3 $59,025 - $74,080	-435 Reduced 55.56%	348 $46.6 Million
Q3 2023 Apr 04, 2024	SELL	$143.21 - $158.0 $14,177 - $15,642	-99 Reduced 11.22%	783 $114 Million
Q2 2023 Apr 04, 2024	SELL	$127.47 - $145.44 $8,922 - $10,180	-70 Reduced 7.35%	882 $128 Million
Q1 2023 Apr 04, 2024	BUY	$124.91 - $143.8 $75,445 - $86,855	604 Added 173.56%	952 $124 Million

Q4 2022 Apr 04, 2024	BUY	$101.96 - $137.84 $14,376 - $19,435	141 Added 68.12%	348 $46.6 Million
Q3 2022 Apr 04, 2024	BUY	$20.73 - $120.58 $20 - $120	1 Added 0.49%	207 $21.7 Million
Q2 2022 Apr 04, 2024	BUY	$112.61 - $135.91 $23,197 - $27,997	206 New	206 $23.2 Million

4,462

1.97B

35.6M

32.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $623B
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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