Ibex Wealth Advisors Jpmorgan Chase & CO Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $645,046 - $733,557	3,582 New	3,582 $724,000
Q4 2023 Jan 29, 2024	SELL	$135.69 - $170.3 $200,821 - $252,044	-1,480 Reduced 99.8%	3 $450,000
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $212,380 - $234,314	1,483 New	1,483 $215,000
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $1.63 Million - $2.14 Million	-12,697 Closed	0 $0
Q4 2021 Feb 22, 2022	BUY	$153.94 - $171.78 $233,065 - $260,074	1,514 Added 13.54%	12,697 $2.01 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $280,418 - $318,597	1,908 Added 20.57%	11,183 $1.83 Million
Q2 2021 Aug 20, 2021	BUY	$147.37 - $166.44 $1.37 Million - $1.54 Million	9,275 New	9,275 $1.44 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $3.8 Million - $5.13 Million	-45,179 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $1.51 Million - $2.7 Million	-19,138 Reduced 29.76%	45,179 $4.07 Million
Q4 2019 Jan 24, 2020	SELL	$111.82 - $139.4 $189,423 - $236,143	-1,694 Reduced 2.57%	64,317 $8.97 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $979,984 - $1.12 Million	9,351 Added 16.5%	66,011 $7.77 Million
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $214,616 - $238,162	-2,051 Reduced 3.49%	56,660 $6.33 Million
Q1 2019 May 01, 2019	BUY	$97.11 - $107.19 $1.49 Million - $1.65 Million	15,363 Added 35.44%	58,711 $5.94 Million
Q4 2018 Feb 01, 2019	SELL	$92.14 - $115.32 $934,668 - $1.17 Million	-10,144 Reduced 18.96%	43,348 $4.23 Million
Q3 2018 Oct 09, 2018	BUY	$103.61 - $118.63 $253,637 - $290,406	2,448 Added 4.8%	53,492 $6.07 Million
Q2 2018 Sep 24, 2018	SELL	$103.24 - $114.29 $536,641 - $594,079	-5,198 Reduced 9.24%	51,044 $5.51 Million
Q1 2018 Jun 13, 2018	BUY	$107.01 - $118.77 $746,715 - $828,777	6,978 Added 14.16%	56,242 $5.63 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $46,971 - $52,836	490 Added 1.0%	49,264 $5.35 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $4.31 Million - $4.66 Million	48,774	48,774 $4.7 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $714B
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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