Soa Wealth Advisors, Llc. Jpmorgan Chase & CO Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 21,180 shares of JPM stock, worth $4.42 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

21,180

Previous 21,415 1.1%

Holding current value

$4.42 Million

Previous $3.64 Million 16.47%

% of portfolio

0.89%

Previous 0.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $39,266 - $47,070	-235 Reduced 1.1%	21,180 $4.24 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $28,359 - $35,592	209 Added 0.99%	21,415 $3.64 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $89,506 - $98,750	-625 Reduced 2.86%	21,206 $3.08 Million
Q2 2023 Jul 07, 2023	BUY	$127.47 - $145.44 $892 - $1,018	7 Added 0.03%	21,831 $3.18 Million
Q1 2023 Apr 28, 2023	SELL	$124.91 - $143.8 $3,872 - $4,457	-31 Reduced 0.14%	21,824 $2.84 Million

Q4 2022 Jan 10, 2023	SELL	$101.96 - $137.84 $1,835 - $2,481	-18 Reduced 0.08%	21,855 $0
Q3 2022 Oct 07, 2022	BUY	$20.73 - $120.58 $1,679 - $9,766	81 Added 0.37%	21,873 $2.29 Million
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $120,717 - $145,695	-1,072 Reduced 4.69%	21,792 $2.45 Million
Q1 2022 Apr 07, 2022	SELL	$128.3 - $168.44 $26,943 - $35,372	-210 Reduced 0.91%	22,864 $3.12 Million
Q4 2021 Jan 13, 2022	SELL	$153.94 - $171.78 $18,934 - $21,128	-123 Reduced 0.53%	23,074 $3.66 Million
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $5,731 - $6,512	39 Added 0.17%	23,197 $3.8 Million
Q2 2021 Jul 14, 2021	SELL	$147.37 - $166.44 $56,442 - $63,746	-383 Reduced 1.63%	23,158 $3.6 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $87,703 - $110,039	-698 Reduced 2.88%	23,541 $3.58 Million
Q4 2020 Mar 10, 2021	BUY	$96.54 - $127.07 $2.34 Million - $3.08 Million	24,239 New	24,239 $3.39 Million

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 ...

More about JPM

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Soa Wealth Advisors, Llc. Jpmorgan Chase & CO Transaction History