Heartwood Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Heartwood Wealth Advisors LLC

$836 Million
Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 7,052 shares of JPM stock, worth $1.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,052

Previous 6,363 10.83%

Holding current value

$1.5 Million

Previous $1.27 Million 11.93%

% of portfolio

0.17%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$180.08 - $204.79 $124,075 - $141,100	689 Added 10.83%	7,052 $1.43 Million
Q1 2024 Apr 02, 2024	SELL	$167.09 - $200.3 $768,781 - $921,580	-4,601 Reduced 41.96%	6,363 $1.27 Million
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $143,424 - $180,007	1,057 Added 10.67%	10,964 $1.86 Million
Q3 2023 Oct 17, 2023	SELL	$143.21 - $158.0 $199,634 - $220,252	-1,394 Reduced 12.34%	9,907 $1.44 Million
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $150,542 - $171,764	1,181 Added 11.67%	11,301 $1.64 Million
Q1 2023 Apr 14, 2023	BUY	$124.91 - $143.8 $612,433 - $705,051	4,903 Added 93.98%	10,120 $1.32 Million
Q4 2022 Jan 12, 2023	SELL	$101.96 - $137.84 $11,215 - $15,162	-110 Reduced 2.06%	5,217 $0
Q3 2022 Oct 25, 2022	BUY	$20.73 - $120.58 $10,966 - $63,786	529 Added 11.03%	5,327 $557,000
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $24,436 - $29,492	217 Added 4.74%	4,798 $540,000
Q1 2022 Apr 26, 2022	BUY	$128.3 - $168.44 $3,464 - $4,547	27 Added 0.59%	4,581 $624,000
Q4 2021 Jan 12, 2022	BUY	$153.94 - $171.78 $103,447 - $115,436	672 Added 17.31%	4,554 $721,000
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $13,227 - $15,028	90 Added 2.37%	3,882 $635,000
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $121,252 - $152,132	965 Added 34.14%	3,792 $577,000
Q1 2020 May 04, 2020	SELL	$79.03 - $141.09 $16,201 - $28,923	-205 Reduced 6.76%	2,827 $255,000
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $339,038 - $422,660	3,032 New	3,032 $423,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Account

Heartwood Wealth Advisors LLC Jpmorgan Chase & CO Transaction History