Lineweaver Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Lineweaver Wealth Advisors, LLC

$419 Million
Q1 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 22,782 shares of JPM stock, worth $4.67 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

22,782

Previous 21,998 3.56%

Holding current value

$4.67 Million

Previous $3.74 Million 21.97%

% of portfolio

1.09%

Previous 0.97%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $130,998 - $157,035	784 Added 3.56%	22,782 $4.56 Million
Q4 2023 Jan 19, 2024	BUY	$135.69 - $170.3 $389,430 - $488,761	2,870 Added 15.0%	21,998 $3.74 Million
Q3 2023 Oct 19, 2023	BUY	$143.21 - $158.0 $297,160 - $327,850	2,075 Added 12.17%	19,128 $2.77 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $35,436 - $40,432	278 Added 1.66%	17,053 $2.48 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $24,482 - $28,184	196 Added 1.18%	16,775 $2.19 Million

Q4 2022 Jan 26, 2023	SELL	$101.96 - $137.84 $83,709 - $113,166	-821 Reduced 4.72%	16,579 $0
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $39,780 - $231,393	1,919 Added 12.4%	17,400 $1.82 Million
Q2 2022 Jul 26, 2022	BUY	$112.61 - $135.91 $90,763 - $109,543	806 Added 5.49%	15,481 $1.74 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $448,793 - $589,203	3,498 Added 31.3%	14,675 $2 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $48,183 - $53,767	313 Added 2.88%	11,177 $1.77 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $113,166 - $128,574	770 Added 7.63%	10,864 $1.78 Million
Q2 2021 Jul 26, 2021	BUY	$147.37 - $166.44 $108,611 - $122,666	737 Added 7.88%	10,094 $1.57 Million
Q1 2021 Apr 30, 2021	BUY	$125.65 - $157.65 $147,136 - $184,608	1,171 Added 14.3%	9,357 $1.42 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $17,859 - $23,507	185 Added 2.31%	8,186 $1.04 Million
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $81,878 - $93,126	897 Added 12.63%	8,001 $770,000
Q2 2020 Aug 10, 2020	BUY	$84.03 - $113.45 $78,568 - $106,075	935 Added 15.16%	7,104 $668,000
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $113,882 - $203,310	1,441 Added 30.48%	6,169 $544,000
Q4 2019 Jan 16, 2020	BUY	$111.82 - $139.4 $528,684 - $659,083	4,728 New	4,728 $659,000

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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Lineweaver Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History