A detailed history of Miller Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Miller Wealth Advisors, LLC holds 430 shares of JPM stock, worth $107,409. This represents 0.05% of its overall portfolio holdings.

Number of Shares
430
Previous 430 -0.0%
Holding current value
$107,409
Previous $86,000 4.65%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $2,506 - $3,004
-15 Reduced 3.37%
430 $86,000
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $2,035 - $2,554
-15 Reduced 3.26%
445 $75,000
Q2 2023

Jul 27, 2023

BUY
$127.47 - $145.44 $58,636 - $66,902
460 New
460 $66,000
Q1 2023

May 05, 2023

SELL
$124.91 - $143.8 $94,931 - $109,288
-760 Closed
0 $0
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $23,450 - $31,703
230 Added 43.4%
760 $97,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $4,504 - $5,436
-40 Reduced 7.02%
530 $60,000
Q1 2022

Aug 08, 2022

BUY
$128.3 - $168.44 $15,396 - $20,212
120 Added 26.67%
570 $78,000
Q4 2021

Aug 08, 2022

BUY
$153.94 - $171.78 $69,273 - $77,301
450 New
450 $71,000

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 $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
Track This Portfolio

Track Miller Wealth Advisors, LLC Portfolio

Follow Miller Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Miller Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Miller Wealth Advisors, LLC with notifications on news.