Forvis Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 67,705 shares of JPM stock, worth $14.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

67,705

Previous 67,707 0.0%

Holding current value

$14.4 Million

Previous $13.6 Million 0.98%

% of portfolio

0.35%

Previous 0.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $360 - $409	-2 Reduced -0.0%	67,705 $13.7 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $853,996 - $1.02 Million	5,111 Added 8.17%	67,707 $13.6 Million
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $246,548 - $309,435	-1,817 Reduced 2.82%	62,596 $10.6 Million
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $2.77 Million - $3.06 Million	-19,345 Reduced 23.1%	64,413 $9.34 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $2.53 Million - $2.88 Million	19,819 Added 31.0%	83,758 $12.2 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $78,693 - $90,594	630 Added 1.0%	63,939 $8.33 Million
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $141,622 - $191,459	1,389 Added 2.24%	63,309 $8.49 Million
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $61,132 - $355,590	2,949 Added 5.0%	61,920 $6.47 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $937,928 - $1.13 Million	8,329 Added 16.45%	58,971 $6.64 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $580,172 - $761,685	4,522 Added 9.8%	50,642 $6.9 Million
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $144,549 - $161,301	939 Added 2.08%	46,120 $7.3 Million
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $758,806 - $862,117	5,163 Added 12.9%	45,181 $7.4 Million
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $342,635 - $386,973	-2,325 Reduced 5.49%	40,018 $6.22 Million
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $1.86 Million - $2.34 Million	-14,834 Reduced 25.94%	42,343 $6.45 Million
Q4 2020 Jan 22, 2021	BUY	$96.54 - $127.07 $169,910 - $223,643	1,760 Added 3.18%	57,177 $7.27 Million
Q3 2020 Nov 05, 2020	SELL	$91.28 - $103.82 $16,156 - $18,376	-177 Reduced 0.32%	55,417 $5.34 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $542,077 - $731,865	6,451 Added 13.13%	55,594 $5.23 Million
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $30,189 - $53,896	382 Added 0.78%	49,143 $4.42 Million
Q4 2019 Jan 13, 2020	BUY	$111.82 - $139.4 $143,129 - $178,432	1,280 Added 2.7%	48,761 $6.8 Million
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $122,406 - $140,428	1,168 Added 2.52%	47,481 $5.59 Million
Q2 2019 Jul 10, 2019	SELL	$104.64 - $116.12 $894,985 - $993,174	-8,553 Reduced 15.59%	46,313 $5.18 Million
Q1 2019 Apr 10, 2019	BUY	$97.11 - $107.19 $952,940 - $1.05 Million	9,813 Added 21.78%	54,866 $5.55 Million
Q4 2018 Jan 15, 2019	BUY	$92.14 - $115.32 $138,210 - $172,980	1,500 Added 3.44%	45,053 $4.4 Million
Q3 2018 Oct 09, 2018	SELL	$103.61 - $118.63 $58,954 - $67,500	-569 Reduced 1.29%	43,553 $4.91 Million
Q2 2018 Jul 13, 2018	BUY	$103.24 - $114.29 $248,188 - $274,753	2,404 Added 5.76%	44,122 $4.6 Million
Q1 2018 May 25, 2018	SELL	$107.01 - $118.77 $89,246 - $99,054	-834 Reduced 1.96%	41,718 $4.59 Million
Q1 2018 Apr 20, 2018	SELL	$107.01 - $118.77 $376,782 - $418,189	-3,521 Reduced 7.64%	42,552 $4.65 Million
Q4 2017 Jan 18, 2018	BUY	$95.86 - $107.83 $174,944 - $196,789	1,825 Added 4.12%	46,073 $4.93 Million
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $3.91 Million - $4.23 Million	44,248	44,248 $4.23 Million

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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About JPMORGAN CHASE & CO

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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Forvis Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History