One Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, One Wealth Advisors, LLC holds 8,164 shares of JPM stock, worth $1.81 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,164

Previous 8,157 0.09%

Holding current value

$1.81 Million

Previous $1.65 Million 4.31%

% of portfolio

0.27%

Previous 0.35%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $1,364 - $1,573	7 Added 0.09%	8,164 $1.72 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $166,033 - $188,816	922 Added 12.74%	8,157 $1.65 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $214,042 - $256,584	1,281 Added 21.51%	7,235 $1.45 Million
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $51,426 - $64,543	379 Added 6.8%	5,954 $1.01 Million
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $12,459 - $13,746	-87 Reduced 1.54%	5,575 $808,000
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $19,502 - $22,252	-153 Reduced 2.63%	5,662 $823,000
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $41,595 - $47,885	-333 Reduced 5.42%	5,815 $757,000
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $148,657 - $200,970	-1,458 Reduced 19.17%	6,148 $824,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $108,086 - $628,704	5,214 Added 217.98%	7,606 $795,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $4,279 - $5,164	-38 Reduced 1.56%	2,392 $269,000
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $28,610 - $37,562	223 Added 10.1%	2,430 $331,000
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $2,463 - $2,748	-16 Reduced 0.72%	2,207 $349,000
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $31,304 - $35,566	-213 Reduced 8.74%	2,223 $364,000
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $45,832 - $51,762	311 Added 14.64%	2,436 $379,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $31,161 - $39,097	248 Added 13.21%	2,125 $324,000
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $181,205 - $238,510	1,877 New	1,877 $238,000
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $154,819 - $276,395	-1,959 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $219,055 - $273,084	1,959 New	1,959 $273,000
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $82,665 - $91,734	-790 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $76,716 - $84,680	790 New	790 $80,000
Q4 2018 Feb 15, 2019	SELL	$92.14 - $115.32 $600,660 - $751,771	-6,519 Closed	0 $0
Q3 2018 Nov 15, 2018	SELL	$103.61 - $118.63 $18,028 - $20,641	-174 Reduced 2.6%	6,519 $736,000
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $690,985 - $764,942	6,693 New	6,693 $697,000
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $680,797 - $755,614	-6,362 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $609,861 - $686,014	6,362	6,362 $680,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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One Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History