A detailed history of San Luis Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 21,553 shares of JPM stock, worth $5.36 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
21,553
Previous 21,057 2.36%
Holding current value
$5.36 Million
Previous $4.26 Million 6.72%
% of portfolio
0.94%
Previous 1.02%

Shares

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

Oct 09, 2024

BUY
$194.9 - $224.8 $96,670 - $111,500
496 Added 2.36%
21,553 $4.55 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $12,965 - $14,744
72 Added 0.34%
21,057 $4.26 Million
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $3.31 Million - $3.96 Million
19,783 Added 1645.84%
20,985 $4.2 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $163,099 - $204,700
1,202 New
1,202 $204,000
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $351,048 - $474,583
-3,443 Reduced 40.38%
5,084 $682,000
Q3 2022

Oct 26, 2022

SELL
$20.73 - $120.58 $10,095 - $58,722
-487 Reduced 5.4%
8,527 $891,000
Q2 2022

Aug 10, 2022

SELL
$112.61 - $135.91 $326,343 - $393,867
-2,898 Reduced 24.33%
9,014 $1.02 Million
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $898 - $1,179
-7 Reduced 0.06%
11,912 $1.89 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $597,287 - $666,506
3,880 Added 48.26%
11,919 $1.89 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $446,641 - $507,452
3,039 Added 60.78%
8,039 $1.32 Million
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $482,700 - $635,350
5,000 New
5,000 $635,000

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 $729B
  • 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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