A detailed history of Market Street Wealth Management Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 2,957 shares of JPM stock, worth $734,962. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,957
Previous 2,929 0.96%
Holding current value
$734,962
Previous $592,000 5.24%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$194.9 - $224.8 $5,457 - $6,294
28 Added 0.96%
2,957 $623,000
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $36,556 - $41,572
-203 Reduced 6.48%
2,929 $592,000
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $1,002 - $1,201
6 Added 0.19%
3,132 $627,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $7,598 - $9,536
56 Added 1.82%
3,126 $531,000
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $290,286 - $320,266
-2,027 Reduced 39.77%
3,070 $445,000
Q2 2023

Jul 12, 2023

BUY
$127.47 - $145.44 $65,647 - $74,901
515 Added 11.24%
5,097 $741,000
Q1 2023

Apr 18, 2023

BUY
$124.91 - $143.8 $314,023 - $361,513
2,514 Added 121.57%
4,582 $597,000
Q2 2022

Jul 21, 2022

SELL
$112.61 - $135.91 $23,310 - $28,133
-207 Reduced 9.1%
2,068 $233,000
Q1 2022

Apr 12, 2022

SELL
$128.3 - $168.44 $56,580 - $74,282
-441 Reduced 16.24%
2,275 $310,000
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $76,970 - $85,890
-500 Reduced 15.55%
2,716 $430,000
Q3 2021

Oct 27, 2021

BUY
$146.97 - $166.98 $472,655 - $537,007
3,216 New
3,216 $526,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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