Polaris Wealth Advisory Group, LLC Jpmorgan Chase & CO Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 201,226 shares of JPM stock, worth $49.4 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

201,226

Previous 167,520 20.12%

Holding current value

$49.4 Million

Previous $24.4 Million 19.77%

% of portfolio

2.24%

Previous 1.88%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $4.83 Million - $5.33 Million	33,706 Added 20.12%	201,226 $29.2 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $995,158 - $1.14 Million	7,807 Added 4.89%	167,520 $24.4 Million
Q1 2023 May 03, 2023	SELL	$124.91 - $143.8 $1.13 Million - $1.3 Million	-9,030 Reduced 5.35%	159,713 $20.8 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $991,459 - $1.34 Million	-9,724 Reduced 5.45%	168,743 $0
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $2.6 Million - $15.1 Million	-125,620 Reduced 41.31%	178,467 $18.7 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $4.2 Million - $5.07 Million	37,340 Added 14.0%	304,087 $34.2 Million
Q1 2022 Apr 19, 2022	BUY	$128.3 - $168.44 $24.9 Million - $32.7 Million	194,134 Added 267.35%	266,747 $35 Million
Q4 2021 Jan 26, 2022	BUY	$153.94 - $171.78 $550,951 - $614,800	3,579 Added 5.18%	72,613 $11.5 Million
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $8.42 Million - $9.57 Million	57,296 Added 488.12%	69,034 $11.7 Million
Q2 2021 Jul 23, 2021	BUY	$147.37 - $166.44 $26,231 - $29,626	178 Added 1.54%	11,738 $1.84 Million
Q1 2021 Apr 19, 2021	BUY	$125.65 - $157.65 $111,954 - $140,466	891 Added 8.35%	11,560 $1.81 Million
Q4 2020 Jan 25, 2021	BUY	$96.54 - $127.07 $334,704 - $440,551	3,467 Added 48.14%	10,669 $1.45 Million
Q3 2020 Oct 15, 2020	SELL	$91.28 - $103.82 $20.7 Million - $23.6 Million	-226,923 Reduced 96.92%	7,202 $713,000
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $19.1 Million - $25.8 Million	227,019 Added 3194.75%	234,125 $21.8 Million
Q1 2020 Apr 09, 2020	BUY	$79.03 - $141.09 $4,346 - $7,759	55 Added 0.78%	7,106 $640,000
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $47,188 - $58,826	422 Added 6.37%	7,051 $968,000
Q3 2019 Oct 09, 2019	SELL	$104.8 - $120.23 $17,920 - $20,559	-171 Reduced 2.51%	6,629 $751,000
Q2 2019 Jul 25, 2019	SELL	$104.64 - $116.12 $232,405 - $257,902	-2,221 Reduced 24.62%	6,800 $773,000
Q1 2019 Apr 09, 2019	SELL	$97.11 - $107.19 $145,859 - $160,999	-1,502 Reduced 14.27%	9,021 $944,000
Q4 2018 Jan 17, 2019	SELL	$92.14 - $115.32 $23.1 Million - $28.9 Million	-250,244 Reduced 95.96%	10,523 $1.03 Million
Q3 2018 Oct 19, 2018	BUY	$103.61 - $118.63 $1.45 Million - $1.66 Million	14,018 Added 5.68%	260,767 $29.4 Million
Q2 2018 Jul 09, 2018	SELL	$103.24 - $114.29 $553,572 - $612,822	-5,362 Reduced 2.13%	246,749 $27.1 Million
Q1 2018 Apr 09, 2018	BUY	$107.01 - $118.77 $1.4 Million - $1.55 Million	13,058 Added 5.46%	252,111 $27.7 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $1.05 Million - $1.18 Million	10,947 Added 4.8%	239,053 $25.6 Million
Q3 2017 Nov 01, 2017	BUY	$88.42 - $95.51 $660,143 - $713,077	7,466 Added 3.38%	228,106 $21.8 Million
Q2 2017 Aug 09, 2017	BUY	N/A	220,640	220,640 $20.2 Million

Others Institutions Holding JPM

# of Institutions

4,610

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 $720B
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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Polaris Wealth Advisory Group, LLC Jpmorgan Chase & CO Transaction History