Kalos Management, Inc. Jpmorgan Chase & CO Transaction History

Kalos Management, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $12,491 - $14,380	100 New	100 $13,000
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $161,616 - $288,529	-2,045 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $228,671 - $285,073	2,045 New	2,045 $285,000
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $2.57 Million - $2.95 Million	-24,503 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $376,285 - $417,567	3,596 Added 17.2%	24,503 $2.41 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $332,213 - $366,696	-3,421 Reduced 14.06%	20,907 $2.12 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $163,364 - $204,462	-1,773 Reduced 6.79%	24,328 $2.38 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $2.7 Million - $3.1 Million	26,101 New	26,101 $2.9 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $2.99 Million - $3.32 Million	-27,955 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $108,705 - $122,279	1,134 Added 4.23%	27,955 $2.95 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $205,488 - $221,965	2,324 Added 9.49%	26,821 $2.56 Million
Q2 2017 Aug 15, 2017	BUY	N/A	24,497	24,497 $2.24 Million

4,679

1.95B

29.8M

35.8M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $777B
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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