Independent Solutions Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 8,862 shares of JPM stock, worth $2.37 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

8,862

Previous 8,587 3.2%

Holding current value

$2.37 Million

Previous $1.74 Billion 7.59%

% of portfolio

0.42%

Previous 0.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	BUY	$194.9 - $224.8 $53,597 - $61,820	275 Added 3.2%	8,862 $1.87 Billion
Q2 2024 Dec 19, 2024	SELL	$180.08 - $204.79 $152,527 - $173,457	-847 Reduced 8.98%	8,587 $1.74 Billion
Q1 2024 Dec 19, 2024	BUY	$167.09 - $200.3 $19,549 - $23,435	117 Added 1.26%	9,434 $1.89 Billion
Q4 2023 Dec 19, 2024	SELL	$135.69 - $170.3 $182,503 - $229,053	-1,345 Reduced 12.61%	9,317 $1.58 Billion
Q3 2023 Dec 19, 2024	BUY	$143.21 - $158.0 $405,570 - $447,456	2,832 Added 36.17%	10,662 $1.55 Billion
Q2 2023 Dec 19, 2024	BUY	$127.47 - $145.44 $650,479 - $742,180	5,103 Added 187.13%	7,830 $1.14 Billion
Q1 2023 Dec 19, 2024	SELL	$124.91 - $143.8 $311,025 - $358,062	-2,490 Reduced 47.73%	2,727 $355 Million
Q4 2022 Dec 19, 2024	BUY	$101.96 - $137.84 $44,658 - $60,373	438 Added 9.17%	5,217 $700 Million
Q3 2022 Dec 19, 2024	BUY	$20.73 - $120.58 $13,515 - $78,618	652 Added 15.8%	4,779 $499 Million
Q2 2022 Dec 19, 2024	SELL	$112.61 - $135.91 $34,683 - $41,860	-308 Reduced 6.94%	4,127 $465 Million
Q1 2022 Dec 19, 2024	BUY	$128.3 - $168.44 $5,645 - $7,411	44 Added 1.0%	4,435 $605 Million
Q4 2021 Dec 19, 2024	BUY	$153.94 - $171.78 $14,008 - $15,631	91 Added 2.12%	4,391 $695 Million
Q3 2021 Dec 19, 2024	BUY	$146.97 - $166.98 $10,581 - $12,022	72 Added 1.7%	4,300 $704 Million
Q2 2021 Dec 19, 2024	BUY	$147.37 - $166.44 $46,863 - $52,927	318 Added 8.13%	4,228 $658 Million
Q1 2021 Dec 19, 2024	BUY	$125.65 - $157.65 $10,428 - $13,084	83 Added 2.17%	3,910 $595 Million
Q4 2020 Dec 19, 2024	BUY	$96.54 - $127.07 $96 - $127	1 Added 0.03%	3,827 $486 Million
Q3 2020 Dec 19, 2024	SELL	$91.28 - $103.82 $26,288 - $29,900	-288 Reduced 7.0%	3,826 $368 Million
Q2 2020 Dec 19, 2024	BUY	$84.03 - $113.45 $21,427 - $28,929	255 Added 6.61%	4,114 $387 Million
Q1 2020 Dec 19, 2024	BUY	$79.03 - $141.09 $1,975 - $3,527	25 Added 0.65%	3,859 $347 Million
Q4 2019 Dec 13, 2024	BUY	$111.82 - $139.4 $428,717 - $534,459	3,834 New	3,834 $534 Million

Others Institutions Holding JPM

# of Institutions

4,697

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.8M

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 $784B
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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account

Independent Solutions Wealth Management, LLC Jpmorgan Chase & CO Transaction History