Foster Victor Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Foster Victor Wealth Advisors, LLC

$1.1 Billion
Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 7,635 shares of JPM stock, worth $1.56 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,635

Previous 7,561 0.98%

Holding current value

$1.56 Million

Previous $1.29 Million 18.9%

% of portfolio

0.14%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$167.09 - $200.3 $12,364 - $14,822	74 Added 0.98%	7,635 $1.53 Million
Q4 2023 Jan 19, 2024	BUY	$135.69 - $170.3 $27,545 - $34,570	203 Added 2.76%	7,561 $1.29 Million
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $90,508 - $99,856	-632 Reduced 7.91%	7,358 $1.07 Million
Q2 2023 Jul 14, 2023	BUY	$127.47 - $145.44 $47,546 - $54,249	373 Added 4.9%	7,990 $1.16 Million
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $88,811 - $102,241	711 Added 10.3%	7,617 $992,000

Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $1,427 - $1,929	-14 Reduced 0.2%	6,906 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $13,972 - $81,270	674 Added 10.79%	6,920 $748,000
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $90,088 - $108,728	800 Added 14.69%	6,246 $699,000
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $31,690 - $41,604	247 Added 4.75%	5,446 $716,000
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $27,093 - $30,233	176 Added 3.5%	5,199 $876,000
Q3 2021 Oct 08, 2021	SELL	$146.97 - $166.98 $31,451 - $35,733	-214 Reduced 4.09%	5,023 $822,000
Q2 2021 Jul 29, 2021	SELL	$147.37 - $166.44 $147 - $166	-1 Reduced 0.02%	5,237 $814,000
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $32,669 - $40,989	260 Added 5.22%	5,238 $807,000
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $53,000 - $69,761	549 Added 12.4%	4,978 $633,000
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $91,462 - $104,027	-1,002 Reduced 18.45%	4,429 $426,000
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $14,369 - $19,399	171 Added 3.25%	5,431 $511,000
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $54,135 - $96,646	-685 Reduced 11.52%	5,260 $468,000
Q4 2019 Jan 13, 2020	BUY	$111.82 - $139.4 $83,417 - $103,992	746 Added 14.35%	5,945 $814,000
Q3 2019 Oct 11, 2019	BUY	$104.8 - $120.23 $136,135 - $156,178	1,299 Added 33.31%	5,199 $595,000
Q2 2019 Jul 16, 2019	BUY	$104.64 - $116.12 $627 - $696	6 Added 0.15%	3,900 $440,000
Q1 2019 May 03, 2019	BUY	$97.11 - $107.19 $679 - $750	7 Added 0.18%	3,894 $394,000
Q4 2018 Mar 04, 2019	BUY	$92.14 - $115.32 $358,148 - $448,248	3,887 New	3,887 $379,000

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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Foster Victor Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History