Hcr Wealth Advisors Jpmorgan Chase & CO Transaction History

Hcr Wealth Advisors

  • $698 Million
  • Q2 2024

A detailed history of Hcr Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 29,481 shares of JPM stock, worth $6.2 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
29,481
Previous 29,506 0.08%
Holding current value
$6.2 Million
Previous $5.91 Million 0.88%
% of portfolio
0.85%
Previous 0.9%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 0.08%
29,481 $5.96 Million
Q1 2024

May 10, 2024
BUY
$167.09 - $200.3 $107,773 - $129,193
645 Added 2.23%
29,506 $5.91 Million
Q4 2023

Feb 09, 2024
BUY
$135.69 - $170.3 $1.3 Million - $1.63 Million
9,571 Added 49.62%
28,861 $4.91 Million
Q3 2023

Oct 20, 2023
SELL
$143.21 - $158.0 $771,042 - $850,672
-5,384 Reduced 21.82%
19,290 $2.8 Million
Q2 2023

Aug 09, 2023
BUY
$127.47 - $145.44 $272,020 - $310,368
2,134 Added 9.47%
24,674 $3.59 Million
Q1 2023

May 12, 2023
SELL
$124.91 - $143.8 $48,215 - $55,506
-386 Reduced 1.68%
22,540 $2.94 Million
Q4 2022

Feb 13, 2023
SELL
$101.96 - $137.84 $81,568 - $110,272
-800 Reduced 3.37%
22,926 $3.07 Million
Q3 2022

Nov 07, 2022
SELL
$20.73 - $120.58 $5,908 - $34,365
-285 Reduced 1.19%
23,726 $2.48 Million
Q2 2022

Aug 12, 2022
SELL
$112.61 - $135.91 $38,062 - $45,937
-338 Reduced 1.39%
24,011 $2.7 Million
Q1 2022

May 05, 2022
BUY
$128.3 - $168.44 $49,523 - $65,017
386 Added 1.61%
24,349 $3.32 Million
Q4 2021

Feb 04, 2022
SELL
$153.94 - $171.78 $24,014 - $26,797
-156 Reduced 0.65%
23,963 $3.8 Million
Q3 2021

Nov 02, 2021
BUY
$146.97 - $166.98 $224,570 - $255,145
1,528 Added 6.76%
24,119 $3.95 Million
Q2 2021

Jul 21, 2021
BUY
$147.37 - $166.44 $226,949 - $256,317
1,540 Added 7.32%
22,591 $3.51 Million
Q1 2021

May 13, 2021
SELL
$125.65 - $157.65 $277,058 - $347,618
-2,205 Reduced 9.48%
21,051 $3.21 Million
Q4 2020

Feb 04, 2021
BUY
$96.54 - $127.07 $194,045 - $255,410
2,010 Added 9.46%
23,256 $2.96 Million
Q3 2020

Nov 05, 2020
BUY
$91.28 - $103.82 $59,149 - $67,275
648 Added 3.15%
21,246 $2.05 Million
Q2 2020

Jul 30, 2020
BUY
$84.03 - $113.45 $92,264 - $124,568
1,098 Added 5.63%
20,598 $1.92 Million
Q1 2020

May 08, 2020
SELL
$79.03 - $141.09 $2.3 Million - $4.11 Million
-29,117 Reduced 59.89%
19,500 $1.76 Million
Q4 2019

Feb 07, 2020
BUY
$111.82 - $139.4 $222,969 - $277,963
1,994 Added 4.28%
48,617 $6.78 Million
Q3 2019

Nov 07, 2019
SELL
$104.8 - $120.23 $122,511 - $140,548
-1,169 Reduced 2.45%
46,623 $5.49 Million
Q2 2019

Jul 25, 2019
SELL
$104.64 - $116.12 $47,297 - $52,486
-452 Reduced 0.94%
47,792 $5.34 Million
Q1 2019

May 10, 2019
SELL
$97.11 - $107.19 $91,186 - $100,651
-939 Reduced 1.91%
48,244 $4.87 Million
Q4 2018

Jan 31, 2019
SELL
$92.14 - $115.32 $10,596 - $13,261
-115 Reduced 0.23%
49,183 $4.8 Million
Q3 2018

Nov 09, 2018
BUY
$103.61 - $118.63 $241,618 - $276,645
2,332 Added 4.97%
49,298 $5.19 Million
Q2 2018

Aug 14, 2018
BUY
$103.24 - $114.29 $22,506 - $24,915
218 Added 0.47%
46,966 $4.9 Million
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $10,058 - $11,164
94 Added 0.2%
46,748 $5.14 Million
Q4 2017

Feb 13, 2018
SELL
$95.86 - $107.83 $187,885 - $211,346
-1,960 Reduced 4.03%
46,654 $4.99 Million
Q3 2017

Nov 13, 2017
BUY
$88.42 - $95.51 $120,781 - $130,466
1,366 Added 2.89%
48,614 $4.64 Million
Q2 2017

Aug 16, 2017
BUY
N/A
47,248
47,248 $4.32 Million

Others Institutions Holding JPM

# of Institutions
4,533
Shares Held
2.01B
Call Options Held
26.2M
Put Options Held
29.1M
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 $617B
  • 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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