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 $12.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

41,728

Previous 43,088 3.16%

Holding current value

$12.9 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

5,373

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

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 $908B
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 Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Account

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