Mycio Wealth Partners, LLC Jpmorgan Chase & CO Transaction History

Mycio Wealth Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $164,993 - $216,613	-1,286 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $16,800 - $18,974	-114 Reduced 8.14%	1,286 $200,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $175,910 - $220,710	1,400 New	1,400 $213,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $2.09 Million - $3.73 Million	-26,442 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $201,052 - $250,641	-1,798 Reduced 6.37%	26,442 $3.69 Million

Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $36,470 - $41,840	348 Added 1.25%	28,240 $3.32 Million
Q2 2019 Aug 05, 2019	BUY	$104.64 - $116.12 $8,057 - $8,941	77 Added 0.28%	27,892 $3.12 Million
Q1 2019 Apr 18, 2019	SELL	$97.11 - $107.19 $72,346 - $79,856	-745 Reduced 2.61%	27,815 $2.82 Million
Q4 2018 Jan 22, 2019	BUY	$92.14 - $115.32 $157,559 - $197,197	1,710 Added 6.37%	28,560 $2.79 Million
Q3 2018 Oct 25, 2018	BUY	$103.61 - $118.63 $84,442 - $96,683	815 Added 3.13%	26,850 $3.03 Million
Q2 2018 Jul 19, 2018	BUY	$103.24 - $114.29 $319,527 - $353,727	3,095 Added 13.49%	26,035 $2.71 Million
Q1 2018 Apr 27, 2018	SELL	$107.01 - $118.77 $334,299 - $371,037	-3,124 Reduced 11.99%	22,940 $2.52 Million
Q4 2017 Jan 31, 2018	SELL	$95.86 - $107.83 $85,698 - $96,400	-894 Reduced 3.32%	26,064 $2.79 Million
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $111,939 - $120,915	1,266 Added 4.93%	26,958 $2.58 Million
Q2 2017 Aug 10, 2017	SELL	N/A	-4,279 Reduced 14.28%	25,692 $2.35 Million
Q2 2017 Aug 08, 2017	BUY	N/A	29,971	29,971 $2.63 Million

4,422

1.98B

35.5M

32.6M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $612B
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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