A detailed history of Jfs Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 7,981 shares of JPM stock, worth $1.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,981
Previous 5,219 52.92%
Holding current value
$1.75 Million
Previous $1.06 Million 59.43%
% of portfolio
0.11%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$194.9 - $224.8 $538,313 - $620,897
2,762 Added 52.92%
7,981 $1.68 Million
Q2 2024

Jul 15, 2024

SELL
$180.08 - $204.79 $13,866 - $15,768
-77 Reduced 1.45%
5,219 $1.06 Million
Q1 2024

Apr 30, 2024

SELL
$167.09 - $200.3 $50,628 - $60,690
-303 Reduced 5.41%
5,296 $1.06 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $131,890 - $165,531
-972 Reduced 14.79%
5,599 $952,000
Q3 2023

Nov 02, 2023

BUY
$143.21 - $158.0 $286 - $316
2 Added 0.03%
6,571 $952,000
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $87,571 - $99,917
-687 Reduced 9.47%
6,569 $955,000
Q1 2023

Apr 19, 2023

SELL
$124.91 - $143.8 $160,884 - $185,214
-1,288 Reduced 15.07%
7,256 $945,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $50,470 - $68,230
-495 Reduced 5.48%
8,544 $1.15 Million
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $22,098 - $128,538
-1,066 Reduced 10.55%
9,039 $945,000
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $231,638 - $279,566
-2,057 Reduced 16.91%
10,105 $1.14 Million
Q1 2022

May 02, 2022

BUY
$128.3 - $168.44 $182,955 - $240,195
1,426 Added 13.28%
12,162 $1.66 Million
Q4 2021

Feb 03, 2022

BUY
$153.94 - $171.78 $489,529 - $546,260
3,180 Added 42.09%
10,736 $1.7 Million
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $53,350 - $60,613
-363 Reduced 4.58%
7,556 $1.24 Million
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $176,107 - $198,895
1,195 Added 17.77%
7,919 $1.23 Million
Q1 2021

Apr 28, 2021

SELL
$125.65 - $157.65 $66,468 - $83,396
-529 Reduced 7.29%
6,724 $1.02 Million
Q4 2020

Feb 01, 2021

BUY
$96.54 - $127.07 $24,038 - $31,640
249 Added 3.56%
7,253 $922,000
Q3 2020

Oct 28, 2020

BUY
$91.28 - $103.82 $31,948 - $36,337
350 Added 5.26%
7,004 $674,000
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $94,533 - $127,631
1,125 Added 20.35%
6,654 $626,000
Q1 2020

Apr 29, 2020

BUY
$79.03 - $141.09 $4,030 - $7,195
51 Added 0.93%
5,529 $498,000
Q4 2019

Feb 03, 2020

SELL
$111.82 - $139.4 $32,875 - $40,983
-294 Reduced 5.09%
5,478 $764,000
Q3 2019

Oct 31, 2019

BUY
$104.8 - $120.23 $5,449 - $6,251
52 Added 0.91%
5,772 $679,000
Q4 2018

Jan 28, 2019

SELL
$92.14 - $115.32 $42,937 - $53,739
-466 Reduced 7.53%
5,720 $558,000
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $3,522 - $4,033
-34 Reduced 0.55%
6,186 $698,000
Q2 2018

Jul 26, 2018

SELL
$103.24 - $114.29 $21,164 - $23,429
-205 Reduced 3.19%
6,220 $648,000
Q1 2018

Apr 26, 2018

SELL
$107.01 - $118.77 $392,726 - $435,885
-3,670 Reduced 36.35%
6,425 $707,000
Q4 2017

Jan 31, 2018

BUY
$95.86 - $107.83 $272,050 - $306,021
2,838 Added 39.11%
10,095 $1.08 Million
Q3 2017

Oct 20, 2017

BUY
$88.42 - $95.51 $641,663 - $693,116
7,257
7,257 $693,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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