Kingsview Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 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 122,378 shares of JPM stock, worth $32.8 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
122,378
Previous 118,095 3.63%
Holding current value
$32.8 Million
Previous $24.9 Million 17.85%
% of portfolio
0.62%
Previous 0.56%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$205.18 - $250.29 $878,785 - $1.07 Million
4,283 Added 3.63%
122,378 $29.3 Million
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
4,731
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.8M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $787B
  • 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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