Laurel Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Laurel Wealth Advisors LLC

$617 Million
Q3 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 60,121 shares of JPM stock, worth $15 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

60,121

Previous 60,247 0.21%

Holding current value

$15 Million

Previous $12.2 Million 4.0%

% of portfolio

2.06%

Previous 1.93%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $24,557 - $28,324	-126 Reduced 0.21%	60,121 $12.7 Million
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $547,263 - $622,356	-3,039 Reduced 4.8%	60,247 $12.2 Million
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $41,438 - $49,674	-248 Reduced 0.39%	63,286 $12.7 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $174,904 - $219,516	1,289 Added 2.07%	63,534 $10.8 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $451,111 - $497,700	-3,150 Reduced 4.82%	62,245 $9.03 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $213,384 - $243,466	-1,674 Reduced 2.5%	65,395 $9.51 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $192,861 - $222,027	1,544 Added 2.36%	67,069 $8.74 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $106,854 - $144,456	1,048 Added 1.63%	65,525 $8.79 Million
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $59,536 - $346,305	2,872 Added 4.66%	64,477 $6.74 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $411,251 - $496,343	3,652 Added 6.3%	61,605 $6.94 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $57,221 - $75,124	446 Added 0.78%	57,953 $7.9 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $108,065 - $120,589	702 Added 1.24%	57,507 $9.11 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $337,590 - $383,553	-2,297 Reduced 3.89%	56,805 $9.3 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $90,779 - $102,527	616 Added 1.05%	59,102 $9.19 Million
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $17,214 - $21,598	137 Added 0.23%	58,486 $8.9 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $70,088 - $92,252	726 Added 1.26%	58,349 $7.41 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $11,592 - $13,185	127 Added 0.22%	57,623 $5.55 Million
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $236,208 - $318,907	2,811 Added 5.14%	57,496 $5.41 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $174,972 - $312,373	2,214 Added 4.22%	54,685 $4.92 Million
Q4 2019 Jan 31, 2020	SELL	$111.82 - $139.4 $68,992 - $86,009	-617 Reduced 1.16%	52,471 $7.31 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $145,043 - $166,398	1,384 Added 2.68%	53,088 $6.25 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $58,912 - $65,375	563 Added 1.1%	51,704 $5.78 Million
Q1 2019 May 09, 2019	BUY	$97.11 - $107.19 $92,060 - $101,616	948 Added 1.89%	51,141 $5.18 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $4.62 Million - $5.79 Million	50,193 New	50,193 $4.9 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 ...

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Laurel Wealth Advisors LLC Jpmorgan Chase & CO Transaction History