Schwarz Dygos Wheeler Investment Advisors LLC Jpmorgan Chase & CO Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 18,496 shares of JPM stock, worth $4.53 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

18,496

Previous 18,801 1.62%

Holding current value

$4.53 Million

Previous $3.8 Million 2.52%

% of portfolio

0.99%

Previous 1.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$194.9 - $224.8 $59,444 - $68,564	-305 Reduced 1.62%	18,496 $3.9 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $27,552 - $31,332	153 Added 0.82%	18,801 $3.8 Million
Q1 2024 May 03, 2024	BUY	$167.09 - $200.3 $97,914 - $117,375	586 Added 3.24%	18,648 $3.74 Million
Q3 2023 Nov 03, 2023	BUY	$143.21 - $158.0 $2,720 - $3,002	19 Added 0.11%	18,062 $2.62 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $107,839 - $123,042	846 Added 4.92%	18,043 $2.62 Million
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $4,246 - $4,889	-34 Reduced 0.2%	17,197 $2.24 Million
Q4 2022 Feb 08, 2023	BUY	$101.96 - $137.84 $27,937 - $37,768	274 Added 1.62%	17,231 $2.31 Million
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $248 - $1,446	12 Added 0.07%	16,957 $1.77 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $5,517 - $6,659	49 Added 0.29%	16,945 $1.91 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $769 - $1,010	-6 Reduced 0.04%	16,896 $2.3 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $241,839 - $269,866	1,571 Added 10.25%	16,902 $2.68 Million
Q3 2021 Oct 21, 2021	BUY	$146.97 - $166.98 $76,865 - $87,330	523 Added 3.53%	15,331 $2.51 Million
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $73,832 - $83,386	501 Added 3.5%	14,808 $2.3 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $51,139 - $64,163	407 Added 2.93%	14,307 $2.18 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $77,038 - $101,401	798 Added 6.09%	13,900 $1.77 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $14,969 - $17,026	-164 Reduced 1.24%	13,102 $1.26 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $125,288 - $169,153	1,491 Added 12.66%	13,266 $1.3 Million
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $571,386 - $1.02 Million	-7,230 Reduced 38.04%	11,775 $1.06 Million
Q4 2019 Jan 09, 2020	BUY	$111.82 - $139.4 $25,159 - $31,365	225 Added 1.2%	19,005 $2.65 Million
Q3 2019 Nov 15, 2019	BUY	$104.8 - $120.23 $125,760 - $144,276	1,200 Added 6.83%	18,780 $2.21 Million
Q2 2019 Nov 15, 2019	SELL	$104.64 - $116.12 $499,656 - $554,473	-4,775 Reduced 21.36%	17,580 $1.97 Million
Q1 2019 Nov 15, 2019	BUY	$97.11 - $107.19 $1.06 Million - $1.17 Million	10,905 Added 95.24%	22,355 $2.26 Million
Q4 2018 Nov 15, 2019	BUY	$92.14 - $115.32 $1.06 Million - $1.32 Million	11,450 New	11,450 $1.12 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $718B
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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Schwarz Dygos Wheeler Investment Advisors LLC Jpmorgan Chase & CO Transaction History