Paces Ferry Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Paces Ferry Wealth Advisors, LLC

$156 Million
Q1 2024

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 11,539 shares of JPM stock, worth $2.33 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

11,539

Previous 11,668 1.11%

Holding current value

$2.33 Million

Previous $1.98 Million 16.48%

% of portfolio

1.48%

Previous 1.38%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $21,554 - $25,838	-129 Reduced 1.11%	11,539 $2.31 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $7,598 - $9,536	-56 Reduced 0.48%	11,668 $1.98 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $5,441 - $6,004	38 Added 0.33%	11,724 $1.7 Million
Q2 2023 Jul 28, 2023	SELL	$127.47 - $145.44 $13,256 - $15,125	-104 Reduced 0.88%	11,686 $1.7 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $33,350 - $38,394	267 Added 2.32%	11,790 $1.54 Million

Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $2,956 - $3,997	29 Added 0.25%	11,523 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $621 - $3,617	30 Added 0.26%	11,494 $1.2 Million
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $19,368 - $23,376	172 Added 1.52%	11,464 $1.29 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $19,629 - $25,771	153 Added 1.37%	11,292 $1.54 Million
Q4 2021 Jan 19, 2022	SELL	$153.94 - $171.78 $19,242 - $21,472	-125 Reduced 1.11%	11,139 $1.76 Million
Q3 2021 Oct 29, 2021	BUY	$146.97 - $166.98 $2,792 - $3,172	19 Added 0.17%	11,264 $1.84 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $98,001 - $110,682	-665 Reduced 5.58%	11,245 $1.75 Million
Q1 2021 May 19, 2021	BUY	$125.65 - $157.65 $12,690 - $15,922	101 Added 0.86%	11,910 $1.81 Million
Q4 2020 Mar 05, 2021	SELL	$96.54 - $127.07 $10,426 - $13,723	-108 Reduced 0.91%	11,809 $1.5 Million
Q3 2020 Nov 19, 2020	BUY	$91.28 - $103.82 $1.09 Million - $1.24 Million	11,917 New	11,917 $1.15 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paces Ferry Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paces Ferry Wealth Advisors, LLC with notifications on news.

Account

Paces Ferry Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History