Platte River Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 22,192 shares of JPM stock, worth $5.34 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

22,192

Previous 21,303 4.17%

Holding current value

$5.34 Million

Previous $4.31 Million 8.57%

% of portfolio

1.24%

Previous 1.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $173,266 - $199,847	889 Added 4.17%	22,192 $4.68 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $111,469 - $126,765	-619 Reduced 2.82%	21,303 $4.31 Million
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $111,114 - $133,199	665 Added 3.13%	21,922 $4.39 Million
Q4 2023 Jan 12, 2024	BUY	$135.69 - $170.3 $169,883 - $213,215	1,252 Added 6.26%	21,257 $3.62 Million
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $8,449 - $9,322	59 Added 0.3%	20,005 $2.9 Million
Q2 2023 Jul 07, 2023	SELL	$127.47 - $145.44 $72,785 - $83,046	-571 Reduced 2.78%	19,946 $2.9 Million
Q1 2023 Apr 07, 2023	BUY	$124.91 - $143.8 $37,473 - $43,140	300 Added 1.48%	20,517 $2.67 Million
Q4 2022 Jan 13, 2023	SELL	$101.96 - $137.84 $130,202 - $176,021	-1,277 Reduced 5.94%	20,217 $0
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $35,904 - $208,844	1,732 Added 8.76%	21,494 $2.25 Million
Q2 2022 Jul 08, 2022	BUY	$112.61 - $135.91 $653,250 - $788,413	5,801 Added 41.55%	19,762 $2.23 Million
Q1 2022 Apr 19, 2022	SELL	$128.3 - $168.44 $1.15 Million - $1.51 Million	-8,993 Reduced 39.18%	13,961 $1.9 Million
Q4 2021 Jan 12, 2022	BUY	$153.94 - $171.78 $43,718 - $48,785	284 Added 1.25%	22,954 $3.85 Million
Q3 2021 Oct 20, 2021	BUY	$146.97 - $166.98 $2.19 Million - $2.48 Million	14,867 Added 190.53%	22,670 $3.71 Million
Q2 2021 Jul 15, 2021	BUY	$147.37 - $166.44 $26,821 - $30,292	182 Added 2.39%	7,803 $1.21 Million
Q1 2021 Apr 12, 2021	BUY	$125.65 - $157.65 $6,282 - $7,882	50 Added 0.66%	7,621 $1.18 Million
Q4 2020 Jan 22, 2021	SELL	$96.54 - $127.07 $155,719 - $204,963	-1,613 Reduced 17.56%	7,571 $1.02 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $1.14 Million - $1.3 Million	-12,525 Reduced 57.69%	9,184 $884,000
Q2 2020 Jul 07, 2020	BUY	$84.03 - $113.45 $422,838 - $570,880	5,032 Added 30.17%	21,709 $2.06 Million
Q4 2019 Feb 03, 2020	BUY	$111.82 - $139.4 $1.86 Million - $2.32 Million	16,677 New	16,677 $2.21 Million

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $706B
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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Platte River Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History