Outlook Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Outlook Wealth Advisors, LLC

$277 Million
Q2 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 3,208 shares of JPM stock, worth $676,182. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,208

Previous 1,178 172.33%

Holding current value

$676,182

Previous $235,000 175.74%

% of portfolio

0.23%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$180.08 - $204.79 $365,562 - $415,723	2,030 Added 172.33%	3,208 $648,000
Q1 2024 Apr 22, 2024	BUY	$167.09 - $200.3 $196,832 - $235,953	1,178 New	1,178 $235,000
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $199,995 - $241,376	-1,776 Closed	0 $0
Q1 2022 Jul 28, 2022	BUY	$128.3 - $168.44 $18,860 - $24,760	147 Added 9.02%	1,776 $242,000
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $585,946 - $769,265	-4,567 Reduced 73.71%	1,629 $222,000
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $9,236 - $10,306	60 Added 0.98%	6,196 $981,000
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $85,242 - $96,848	580 Added 10.44%	6,136 $1 Million
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $116,422 - $131,487	790 Added 16.58%	5,556 $864,000
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $251 - $315	2 Added 0.04%	4,766 $725,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $7,433 - $9,784	77 Added 1.64%	4,764 $605,000
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $32,860 - $37,375	360 Added 8.32%	4,687 $451,000
Q2 2020 Jul 17, 2020	BUY	$84.03 - $113.45 $18,822 - $25,412	224 Added 5.46%	4,327 $407,000
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $70,336 - $125,570	890 Added 27.7%	4,103 $369,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $2,571 - $3,206	-23 Reduced 0.71%	3,213 $448,000
Q3 2019 Oct 17, 2019	BUY	$104.8 - $120.23 $628 - $721	6 Added 0.19%	3,236 $381,000
Q2 2019 Aug 15, 2019	BUY	$104.64 - $116.12 $12,870 - $14,282	123 Added 3.96%	3,230 $361,000
Q1 2019 May 06, 2019	BUY	$97.11 - $107.19 $243,940 - $269,261	2,512 Added 422.18%	3,107 $315,000
Q4 2018 Feb 13, 2019	BUY	$92.14 - $115.32 $54,823 - $68,615	595 New	595 $581,000

Others Institutions Holding JPM

# of Institutions

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $618B
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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Outlook Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History