Spire Wealth Management Jpmorgan Chase & CO Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Spire Wealth Management holds 94,149 shares of JPM stock, worth $23 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

94,149

Previous 98,481 4.4%

Holding current value

$23 Million

Previous $19.9 Million 0.37%

% of portfolio

0.67%

Previous 0.7%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$194.9 - $224.8 $844,306 - $973,833	-4,332 Reduced 4.4%	94,149 $19.8 Million
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $1.88 Million - $2.14 Million	-10,466 Reduced 9.61%	98,481 $19.9 Million
Q1 2024 Apr 24, 2024	BUY	$167.09 - $200.3 $441,618 - $529,392	2,643 Added 2.49%	108,947 $21.8 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $894,332 - $1.12 Million	6,591 Added 6.61%	106,304 $18.1 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $7.19 Million - $7.93 Million	50,176 Added 101.29%	99,713 $14.5 Million
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $1.25 Million - $1.43 Million	-9,831 Reduced 16.56%	49,537 $7.2 Million
Q1 2023 May 09, 2023	BUY	$124.91 - $143.8 $2.47 Million - $2.84 Million	19,772 Added 49.93%	59,368 $7.74 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $711,986 - $962,536	6,983 Added 21.41%	39,596 $5.31 Million
Q3 2022 Nov 07, 2022	SELL	$20.73 - $120.58 $592,173 - $3.44 Million	-28,566 Reduced 46.69%	32,613 $3.41 Million
Q2 2022 Jul 22, 2022	SELL	$112.61 - $135.91 $2.85 Million - $3.44 Million	-25,323 Reduced 29.27%	61,179 $6.89 Million
Q1 2022 Apr 18, 2022	SELL	$128.3 - $168.44 $18.3 Million - $24 Million	-142,424 Reduced 62.21%	86,502 $11.8 Million
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $4.35 Million - $4.85 Million	28,233 Added 14.07%	228,926 $36.3 Million
Q3 2021 Oct 22, 2021	BUY	$146.97 - $166.98 $661,365 - $751,410	4,500 Added 2.29%	200,693 $33.1 Million
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $4.16 Million - $4.7 Million	-28,225 Reduced 12.58%	196,193 $30.6 Million
Q1 2021 May 21, 2021	BUY	$125.65 - $157.65 $28.2 Million - $35.4 Million	224,410 Added 2805125.0%	224,418 $34 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $1,005 - $1,261	8 New	8 $1,000

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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Spire Wealth Management Jpmorgan Chase & CO Transaction History