A detailed history of Strata Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 1,203 shares of JPM stock, worth $249,658. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,203
Previous 1,083 11.08%
Holding current value
$249,658
Previous $217 Million 12.18%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $21,609 - $24,574
120 Added 11.08%
1,203 $243 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $16,040 - $19,228
-96 Reduced 8.14%
1,083 $217 Million
Q4 2023

Jan 31, 2024

BUY
$135.69 - $170.3 $159,978 - $200,783
1,179 New
1,179 $200 Million
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $8,119 - $9,347
-65 Reduced 3.79%
1,648 $215 Million
Q4 2022

Apr 28, 2023

BUY
$101.96 - $137.84 $174,657 - $236,119
1,713 New
1,713 $230 Million

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 $609B
  • 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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