A detailed history of Motive Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Motive Wealth Advisors holds 3,069 shares of JPM stock, worth $762,799. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,069
Previous 3,069 -0.0%
Holding current value
$762,799
Previous $620,000 4.19%
% of portfolio
0.37%
Previous 0.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$180.08 - $204.79 $2,341 - $2,662
-13 Reduced 0.42%
3,069 $620,000
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $205,687 - $246,569
1,231 Added 66.5%
3,082 $617,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $86,705 - $108,821
-639 Reduced 25.66%
1,851 $314,000
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $20,192 - $22,278
-141 Reduced 5.36%
2,490 $361,000
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $1,402 - $1,599
11 Added 0.42%
2,631 $382,000
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $22,858 - $26,315
-183 Reduced 6.53%
2,620 $341,000
Q4 2022

Jan 27, 2023

SELL
$101.96 - $137.84 $47,411 - $64,095
-465 Reduced 14.23%
2,803 $0
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $23,404 - $136,134
1,129 Added 52.78%
3,268 $342,000
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $225 - $271
-2 Reduced 0.09%
2,139 $241,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $34,127 - $44,805
266 Added 14.19%
2,141 $292,000
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $14,624 - $16,319
95 Added 5.34%
1,875 $297,000
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $39,240 - $44,583
267 Added 17.65%
1,780 $291,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $222,970 - $251,823
1,513 New
1,513 $235,000

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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