Moser Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Moser Wealth Advisors, LLC

$178 Million
Q1 2024

A detailed history of Moser Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 17,134 shares of JPM stock, worth $3.47 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

17,134

Previous 17,359 1.3%

Holding current value

$3.47 Million

Previous $2.95 Million 16.23%

% of portfolio

1.93%

Previous 1.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $37,595 - $45,067	-225 Reduced 1.3%	17,134 $3.43 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $16,282 - $20,436	-120 Reduced 0.69%	17,359 $2.95 Million
Q2 2023 Aug 02, 2023	SELL	$127.47 - $145.44 $52,262 - $59,630	-410 Reduced 2.29%	17,479 $2.54 Million
Q4 2022 Jan 12, 2023	SELL	$101.96 - $137.84 $6,117 - $8,270	-60 Reduced 0.33%	17,889 $2.4 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $1,119 - $6,511	54 Added 0.3%	17,949 $1.88 Million

Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $23,310 - $28,133	207 Added 1.17%	17,895 $2.02 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $14,754 - $19,370	115 Added 0.65%	17,688 $2.41 Million
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $53,879 - $60,123	-350 Reduced 1.95%	17,573 $2.78 Million
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $14,697 - $16,698	100 Added 0.56%	17,923 $2.93 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $25,789 - $29,127	175 Added 0.99%	17,823 $2.77 Million
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $129,891 - $147,735	1,423 Added 8.77%	17,648 $1.7 Million
Q2 2020 Jul 22, 2020	BUY	$84.03 - $113.45 $1.27 Million - $1.71 Million	15,075 Added 1310.87%	16,225 $1.53 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $55,321 - $98,763	700 Added 155.56%	1,150 $103,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $50,319 - $62,730	450 New	450 $63,000

Others Institutions Holding JPM

# of Institutions

4,418

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 $593B
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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Moser Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History