Regent Peak Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

Regent Peak Wealth Advisors LLC

$441 Million
Q3 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 6,369 shares of JPM stock, worth $1.41 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,369

Previous 6,290 1.26%

Holding current value

$1.41 Million

Previous $1.27 Million 5.5%

% of portfolio

0.3%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $15,397 - $17,759	79 Added 1.26%	6,369 $1.34 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $3,961 - $4,505	22 Added 0.35%	6,290 $1.27 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $15,372 - $18,427	-92 Reduced 1.45%	6,268 $1.26 Million
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $11,669 - $14,645	86 Added 1.37%	6,360 $1.08 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $37,950 - $41,870	265 Added 4.41%	6,274 $909,000
Q2 2023 Jul 19, 2023	BUY	$127.47 - $145.44 $3,824 - $4,363	30 Added 0.5%	6,009 $873,000
Q1 2023 Apr 24, 2023	SELL	$124.91 - $143.8 $81,940 - $94,332	-656 Reduced 9.89%	5,979 $779,000
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $53,529 - $72,366	525 Added 8.59%	6,635 $889,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $4,519 - $26,286	218 Added 3.7%	6,110 $638,000
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $16,215 - $19,571	144 Added 2.51%	5,892 $663,000
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $77,236 - $101,400	-602 Reduced 9.48%	5,748 $784,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $21,551 - $24,049	140 Added 2.25%	6,350 $1.01 Million
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $8,083 - $9,183	55 Added 0.89%	6,210 $1.02 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $73,095 - $82,554	496 Added 8.76%	6,155 $934,000
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $1.27 Million - $1.6 Million	-10,128 Reduced 64.15%	5,659 $861,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $1.11 Million - $1.46 Million	11,472 Added 265.86%	15,787 $2.01 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $35,690 - $40,593	-391 Reduced 8.31%	4,315 $415,000
Q2 2020 Aug 05, 2020	SELL	$84.03 - $113.45 $24,872 - $33,581	-296 Reduced 5.92%	4,706 $443,000
Q1 2020 Apr 27, 2020	SELL	$79.03 - $141.09 $98,234 - $175,374	-1,243 Reduced 19.9%	5,002 $450,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $698,315 - $870,553	6,245 New	6,245 $870,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Regent Peak Wealth Advisors LLC Jpmorgan Chase & CO Transaction History