Reston Wealth Management LLC Jpmorgan Chase & CO Transaction History

Reston Wealth Management LLC

$246 Million
Q1 2024

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 4,681 shares of JPM stock, worth $971,916. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,681

Previous 5,209 10.14%

Holding current value

$971,916

Previous $886,000 5.76%

% of portfolio

0.38%

Previous 0.41%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,426

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $609B
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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Reston Wealth Management LLC Jpmorgan Chase & CO Transaction History