Private Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Private Wealth Advisors, LLC

$235 Million
Q1 2024

A detailed history of Private Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 5,532 shares of JPM stock, worth $1.16 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

5,532

Previous 5,546 0.25%

Holding current value

$1.16 Million

Previous $943,000 17.5%

% of portfolio

0.47%

Previous 0.38%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $2,339 - $2,804	-14 Reduced 0.25%	5,532 $1.11 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $59,567 - $74,761	-439 Reduced 7.34%	5,546 $943,000
Q3 2023 Oct 18, 2023	SELL	$143.21 - $158.0 $16,039 - $17,696	-112 Reduced 1.84%	5,985 $867,000
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $3,059 - $3,490	-24 Reduced 0.39%	6,097 $886,000
Q1 2023 Apr 24, 2023	SELL	$124.91 - $143.8 $15,613 - $17,975	-125 Reduced 2.0%	6,121 $797,000

Q4 2022 Feb 13, 2023	SELL	$101.96 - $137.84 $13,764 - $18,608	-135 Reduced 2.12%	6,246 $837,000
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $124 - $723	-6 Reduced 0.09%	6,381 $667,000
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $2,026 - $2,446	18 Added 0.28%	6,387 $767,000
Q1 2022 May 17, 2022	BUY	$128.3 - $168.44 $3,079 - $4,042	24 Added 0.38%	6,369 $868,000
Q3 2021 Dec 03, 2021	SELL	$146.97 - $166.98 $16,166 - $18,367	-110 Reduced 1.7%	6,345 $1.03 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $3,094 - $3,495	21 Added 0.33%	6,455 $1 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $14,072 - $17,656	112 Added 1.77%	6,434 $979,000
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $3,089 - $4,066	32 Added 0.51%	6,322 $887,000
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $13,144 - $14,950	144 Added 2.34%	6,290 $606,000
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $19,494 - $26,320	-232 Reduced 3.64%	6,146 $578,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $41,095 - $73,366	-520 Reduced 7.54%	6,378 $574,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $148,385 - $184,983	-1,327 Reduced 16.13%	6,898 $962,000
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $36,565 - $45,583	327 Added 4.14%	8,225 $803,000
Q3 2019 Nov 22, 2019	SELL	$104.8 - $120.23 $9,432 - $10,820	-90 Reduced 1.13%	7,898 $930,000
Q1 2019 Nov 22, 2019	SELL	$97.11 - $107.19 $23,015 - $25,404	-237 Reduced 2.88%	7,988 $809,000
Q4 2018 Feb 03, 2020	BUY	$92.14 - $115.32 $757,851 - $948,507	8,225 New	8,225 $803,000

Others Institutions Holding JPM

# of Institutions

4,453

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

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 $615B
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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Private Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History