Kingsview Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 118,095 shares of JPM stock, worth $28.3 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

118,095

Previous 115,256 2.46%

Holding current value

$28.3 Million

Previous $23.3 Million 6.78%

% of portfolio

0.56%

Previous 0.59%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $553,321 - $638,207	2,839 Added 2.46%	118,095 $24.9 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $789,470 - $897,799	4,384 Added 3.95%	115,256 $23.3 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $882,402 - $1.06 Million	5,281 Added 5.0%	110,872 $22.2 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $340,988 - $427,963	-2,513 Reduced 2.32%	105,591 $18 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $611,936 - $675,134	4,273 Added 4.12%	108,104 $15.7 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $146,463 - $167,110	-1,149 Reduced 1.09%	103,831 $15.1 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $101,177 - $116,478	-810 Reduced 0.77%	104,980 $13.7 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $330,044 - $446,188	3,237 Added 3.16%	105,790 $14.2 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $255,994 - $1.49 Million	-12,349 Reduced 10.75%	102,553 $10.7 Million
Q2 2022 Aug 16, 2022	SELL	$112.61 - $135.91 $6.48 Million - $7.82 Million	-57,554 Reduced 33.37%	114,902 $12.9 Million
Q1 2022 Feb 08, 2024	SELL	$128.3 - $168.44 $149,854 - $196,737	-1,168 Reduced 1.11%	104,423 $14.2 Million
Q4 2021 Feb 17, 2022	BUY	$153.94 - $171.78 $786,633 - $877,795	5,110 Added 3.05%	172,456 $27.3 Million
Q3 2021 Dec 03, 2021	BUY	$146.97 - $166.98 $1.19 Million - $1.35 Million	8,083 Added 5.08%	167,346 $27.4 Million
Q2 2021 Aug 17, 2021	BUY	$147.37 - $166.44 $2.06 Million - $2.32 Million	13,958 Added 9.61%	159,263 $25 Million
Q1 2021 May 24, 2021	BUY	$125.65 - $157.65 $453,093 - $568,485	3,606 Added 2.54%	145,305 $22.3 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $1.53 Million - $2.02 Million	15,893 Added 12.63%	141,699 $18 Million
Q3 2020 Nov 19, 2020	BUY	$91.28 - $103.82 $2.2 Million - $2.51 Million	24,141 Added 23.75%	125,806 $12.1 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $84,618 - $114,244	-1,007 Reduced 0.98%	101,665 $9.56 Million
Q1 2020 May 11, 2020	BUY	$79.03 - $141.09 $1.23 Million - $2.2 Million	15,618 Added 17.94%	102,672 $9.24 Million
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $6.83 Million - $8.52 Million	61,106 Added 235.49%	87,054 $12.1 Million
Q4 2019 Jan 30, 2020	SELL	$111.82 - $139.4 $6 Million - $7.48 Million	-53,638 Reduced 67.4%	25,948 $2.78 Million
Q3 2019 Jan 29, 2020	BUY	$104.8 - $120.23 $150,807 - $173,010	1,439 Added 1.84%	79,586 $9.37 Million
Q2 2019 Jan 29, 2020	SELL	$104.64 - $116.12 $116,150 - $128,893	-1,110 Reduced 1.4%	78,147 $8.74 Million
Q1 2019 Jan 29, 2020	BUY	$97.11 - $107.19 $1.32 Million - $1.45 Million	13,563 Added 20.65%	79,257 $8.02 Million
Q4 2018 Jan 29, 2020	BUY	$92.14 - $115.32 $104,210 - $130,426	1,131 Added 1.75%	65,694 $6.41 Million
Q3 2018 Jan 29, 2020	SELL	$103.61 - $118.63 $94,906 - $108,665	-916 Reduced 1.4%	64,563 $7.29 Million
Q2 2018 Jan 29, 2020	SELL	$103.24 - $114.29 $53,684 - $59,430	-520 Reduced 0.79%	65,479 $6.82 Million
Q1 2018 Jan 29, 2020	BUY	$107.01 - $118.77 $4.29 Million - $4.76 Million	40,051 Added 154.35%	65,999 $7.26 Million
Q4 2017 Jan 29, 2020	BUY	$95.86 - $107.83 $30,483 - $34,289	318 Added 1.24%	25,948 $2.78 Million
Q3 2017 Jan 29, 2020	SELL	$88.42 - $95.51 $110,525 - $119,387	-1,250 Reduced 4.65%	25,630 $2.45 Million
Q2 2017 Jan 29, 2020	BUY	N/A	524 Added 1.99%	26,880 $2.46 Million
Q1 2017 Jan 29, 2020	BUY	N/A	26,356	26,356 $2.32 Million

Others Institutions Holding JPM

# of Institutions

4,616

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 $702B
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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Jpmorgan Chase & CO Transaction History