R Pg Family Wealth Advisory, LLC Jpmorgan Chase & CO Transaction History

R Pg Family Wealth Advisory, LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$194.9 - $224.8 $160,597 - $185,235	824 New	824 $173,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $79,840 - $96,360	-709 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $52,493 - $58,576	-341 Reduced 32.48%	709 $112,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $24,135 - $31,767	-250 Reduced 19.23%	1,050 $133,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $7,142 - $9,643	-85 Reduced 6.14%	1,300 $122,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $9,878 - $17,636	-125 Reduced 8.28%	1,385 $124,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $22,140 - $27,601	-198 Reduced 11.59%	1,510 $210,000
Q3 2019 Nov 12, 2019	SELL	$104.8 - $120.23 $31,440 - $36,069	-300 Reduced 14.94%	1,708 $201,000
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $39,763 - $44,125	-380 Reduced 15.91%	2,008 $0
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $21,849 - $24,117	-225 Reduced 8.61%	2,388 $0
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $41,923 - $52,470	455 Added 21.08%	2,613 $255,000
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $24,037 - $27,522	232 Added 12.05%	2,158 $0
Q2 2018 Aug 10, 2018	BUY	$103.24 - $114.29 $88,889 - $98,403	861 Added 80.85%	1,926 $0
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $88,283 - $97,985	825 Added 343.75%	1,065 $0
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $23,006 - $25,879	240 New	240 $0
Q3 2017 Nov 08, 2017	SELL	$88.42 - $95.51 $48,896 - $52,817	-553 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	553	553 $0

4,615

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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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