Fusion Family Wealth LLC Jpmorgan Chase & CO Transaction History

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$135.69 - $170.3 $169,612 - $212,875
1,250 New
1,250 $212,000
Q2 2021

Jul 30, 2021
SELL
$147.37 - $166.44 $147,370 - $166,440
-1,000 Closed
0 $0
Q3 2020

Nov 09, 2020
SELL
$91.28 - $103.82 $27,384 - $31,145
-300 Reduced 23.08%
1,000 $96,000
Q3 2019

Oct 31, 2019
SELL
$104.8 - $120.23 $756,132 - $867,459
-7,215 Reduced 84.73%
1,300 $153,000
Q2 2019

Aug 06, 2019
BUY
$104.64 - $116.12 $744,304 - $825,961
7,113 Added 507.35%
8,515 $952,000
Q1 2019

May 10, 2019
SELL
$97.11 - $107.19 $686,859 - $758,154
-7,073 Reduced 83.46%
1,402 $142,000
Q4 2018

Jan 18, 2019
SELL
$92.14 - $115.32 $14,650 - $18,335
-159 Reduced 1.84%
8,475 $827,000
Q3 2018

Nov 07, 2018
BUY
$103.61 - $118.63 $16,163 - $18,506
156 Added 1.84%
8,634 $974,000
Q2 2018

Aug 03, 2018
BUY
$103.24 - $114.29 $6,710 - $7,428
65 Added 0.77%
8,478 $883,000
Q1 2018

May 02, 2018
SELL
$107.01 - $118.77 $41,305 - $45,845
-386 Reduced 4.39%
8,413 $925,000
Q4 2017

Feb 06, 2018
BUY
$95.86 - $107.83 $738,026 - $830,183
7,699 Added 699.91%
8,799 $941,000
Q3 2017

Oct 30, 2017
SELL
$88.42 - $95.51 $575,791 - $621,961
-6,512 Reduced 85.55%
1,100 $105,000
Q2 2017

Aug 07, 2017
BUY
N/A
7,612
7,612 $696,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $732B
  • 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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