A detailed history of Reston Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Reston Wealth Management LLC holds 3,823 shares of JPM stock, worth $840,218. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,823
Previous 3,696 3.44%
Holding current value
$840,218
Previous $747,000 7.76%
% of portfolio
0.29%
Previous 0.3%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$194.9 - $224.8 $24,752 - $28,549
127 Added 3.44%
3,823 $805,000
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $177,378 - $201,718
-985 Reduced 21.04%
3,696 $747,000
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $88,223 - $105,758
-528 Reduced 10.14%
4,681 $937,000
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $29,851 - $37,466
220 Added 4.41%
5,209 $886,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $11,743 - $12,956
82 Added 1.67%
4,989 $723,000
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $14,276 - $16,289
112 Added 2.34%
4,907 $713,000
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $6,370 - $7,333
-51 Reduced 1.05%
4,795 $624,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $2,141 - $2,894
21 Added 0.44%
4,846 $649,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $4,830 - $28,095
-233 Reduced 4.61%
4,825 $504,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $3,716 - $4,485
33 Added 0.66%
5,058 $570,000
Q1 2022

May 04, 2022

SELL
$128.3 - $168.44 $15,524 - $20,381
-121 Reduced 2.35%
5,025 $685,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $8,004 - $8,932
52 Added 1.02%
5,146 $815,000
Q3 2021

Oct 19, 2021

BUY
$146.97 - $166.98 $5,584 - $6,345
38 Added 0.75%
5,094 $834,000
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $6,336 - $7,156
43 Added 0.86%
5,056 $786,000
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $26,386 - $33,106
210 Added 4.37%
5,013 $763,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $208,526 - $274,471
2,160 Added 81.73%
4,803 $610,000
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $3,468 - $3,945
38 Added 1.46%
2,643 $254,000
Q2 2020

Jul 14, 2020

BUY
$84.03 - $113.45 $5,966 - $8,054
71 Added 2.8%
2,605 $245,000
Q1 2020

Apr 14, 2020

SELL
$79.03 - $141.09 $15,885 - $28,359
-201 Reduced 7.35%
2,534 $228,000
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $1,230 - $1,533
11 Added 0.4%
2,735 $381,000
Q3 2019

Oct 25, 2019

BUY
$104.8 - $120.23 $63,194 - $72,498
603 Added 28.43%
2,724 $321,000
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $205,970 - $227,349
2,121 New
2,121 $244,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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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