Laurel Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 41,728 shares of JPM stock, worth $10.4 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

41,728

Previous 43,088 3.16%

Holding current value

$10.4 Million

Previous $4.45 Million 24.26%

% of portfolio

0.55%

Previous 0.47%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $138,665 - $187,462	-1,360 Reduced 3.16%	41,728 $5.53 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $32,297 - $187,863	1,558 Added 3.75%	43,088 $4.45 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $71,394 - $86,166	-634 Reduced 1.5%	41,530 $4.68 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $3,592 - $4,716	-28 Reduced 0.07%	42,164 $5.69 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $3.49 Million - $3.89 Million	22,663 Added 116.05%	42,192 $6.68 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $235,886 - $268,002	-1,605 Reduced 7.59%	19,529 $3.2 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $104,927 - $118,505	712 Added 3.49%	21,134 $3.29 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $119,241 - $149,609	949 Added 4.87%	20,422 $3.11 Million
Q4 2020 Mar 03, 2021	SELL	$96.54 - $127.07 $2,703 - $3,557	-28 Reduced 0.14%	19,473 $2.47 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $36,877 - $41,943	404 Added 2.12%	19,501 $1.88 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $8,318 - $11,231	-99 Reduced 0.52%	19,097 $1.8 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $94,519 - $168,743	-1,196 Reduced 5.87%	19,196 $1.73 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $1.19 Million - $1.48 Million	-10,624 Reduced 34.25%	20,392 $2.84 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $594,844 - $682,425	5,676 Added 22.4%	31,016 $3.65 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $22,916 - $25,430	-219 Reduced 0.86%	25,340 $2.83 Million
Q1 2019 May 16, 2019	BUY	$97.11 - $107.19 $284,823 - $314,388	2,933 Added 12.96%	25,559 $2.59 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $600,292 - $751,309	-6,515 Reduced 22.36%	22,626 $2.21 Million
Q3 2018 Nov 15, 2018	BUY	$103.61 - $118.63 $547,060 - $626,366	5,280 Added 22.13%	29,141 $3.29 Million
Q2 2018 Aug 20, 2018	BUY	$103.24 - $114.29 $205,344 - $227,322	1,989 Added 9.09%	23,861 $2.49 Million
Q1 2018 May 16, 2018	SELL	$107.01 - $118.77 $201,713 - $223,881	-1,885 Reduced 7.93%	21,872 $2.41 Million
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $90,204 - $101,468	941 Added 4.12%	23,757 $2.54 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $97,350 - $105,156	1,101 Added 5.07%	22,816 $2.18 Million
Q2 2017 Aug 15, 2017	BUY	N/A	21,715	21,715 $1.98 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $733B
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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Laurel Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History