Rgt Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

A detailed history of Rgt Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 5,201 shares of JPM stock, worth $1.09 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,201

Previous 5,485 5.18%

Holding current value

$1.09 Million

Previous $618,000 11.97%

% of portfolio

0.09%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $5,887 - $34,244	-284 Reduced 5.18%	5,201 $544,000
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $5,180 - $6,251	46 Added 0.85%	5,485 $618,000
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $80,059 - $105,106	-624 Reduced 10.29%	5,439 $741,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $86,822 - $96,883	564 Added 10.26%	6,063 $960,000
Q3 2021 Oct 19, 2021	SELL	$146.97 - $166.98 $36,742 - $41,745	-250 Reduced 4.35%	5,499 $900,000

Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $22,842 - $25,798	-155 Reduced 2.63%	5,749 $894,000
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $191,490 - $240,258	-1,524 Reduced 20.52%	5,904 $899,000
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $153,402 - $201,914	1,589 Added 27.21%	7,428 $944,000
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $13,509 - $15,365	-148 Reduced 2.47%	5,839 $562,000
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $20,167 - $27,228	-240 Reduced 3.85%	5,987 $563,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $41,016 - $73,225	519 Added 9.09%	6,227 $561,000
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $59,040 - $73,603	528 Added 10.19%	5,708 $796,000
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $35,841 - $41,118	342 Added 7.07%	5,180 $610,000
Q2 2019 Aug 12, 2019	BUY	$104.64 - $116.12 $506,248 - $561,788	4,838 New	4,838 $541,000
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $453,636 - $502,190	-4,394 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $112,146 - $124,470	1,048 Added 31.32%	4,394 $483,000
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $18,021 - $20,272	-188 Reduced 5.32%	3,346 $358,000
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $7,780 - $8,404	88 Added 2.55%	3,534 $338,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,446	3,446 $315,000

Others Institutions Holding JPM

# of Institutions

4,422

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 $612B
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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Rgt Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History