Phoenix Wealth Advisors Jpmorgan Chase & CO Transaction History

Phoenix Wealth Advisors

$164 Million
Q1 2024

A detailed history of Phoenix Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Phoenix Wealth Advisors holds 19,836 shares of JPM stock, worth $4.12 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

19,836

Previous 21,474 7.63%

Holding current value

$4.12 Million

Previous $3.65 Million 8.79%

% of portfolio

2.43%

Previous 2.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$167.09 - $200.3 $273,693 - $328,091	-1,638 Reduced 7.63%	19,836 $3.97 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $29,987 - $37,636	-221 Reduced 1.02%	21,474 $3.65 Million
Q3 2023 Nov 06, 2023	BUY	$143.21 - $158.0 $54,706 - $60,356	382 Added 1.79%	21,695 $3.15 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $25,239 - $28,797	-198 Reduced 0.92%	21,313 $3.1 Million
Q1 2023 May 05, 2023	SELL	$124.91 - $143.8 $140,773 - $162,062	-1,127 Reduced 4.98%	21,511 $2.8 Million

Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $62,195 - $84,082	610 Added 2.77%	22,638 $3.04 Million
Q3 2022 Nov 07, 2022	SELL	$20.73 - $120.58 $1,368 - $7,958	-66 Reduced 0.3%	22,028 $2.3 Million
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $56,192 - $67,819	499 Added 2.31%	22,094 $2.49 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $33,486 - $43,962	261 Added 1.22%	21,595 $2.84 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $185,959 - $207,510	1,208 Added 6.0%	21,334 $3.38 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $13,374 - $15,195	91 Added 0.45%	20,126 $3.29 Million
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $27,410 - $30,957	-186 Reduced 0.92%	20,035 $3.07 Million
Q1 2021 Apr 12, 2021	SELL	$125.65 - $157.65 $155,429 - $195,013	-1,237 Reduced 5.76%	20,221 $3.11 Million
Q4 2020 Feb 05, 2021	BUY	$96.54 - $127.07 $2.07 Million - $2.73 Million	21,458 New	21,458 $2.73 Million

Others Institutions Holding JPM

# of Institutions

4,429

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 $610B
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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Phoenix Wealth Advisors Jpmorgan Chase & CO Transaction History