Strategic Family Wealth Counselors, L.L.C. Jpmorgan Chase & CO Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 3,556 shares of JPM stock, worth $728,233. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,556

Previous 3,546 0.28%

Holding current value

$728,233

Previous $603,000 18.08%

% of portfolio

0.28%

Previous 0.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $1,670 - $2,003	10 Added 0.28%	3,556 $712,000
Q4 2023 Jan 29, 2024	BUY	$135.69 - $170.3 $1,492 - $1,873	11 Added 0.31%	3,546 $603,000
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $2,148 - $2,370	-15 Reduced 0.42%	3,535 $512,000
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $79,541 - $90,754	624 Added 21.33%	3,550 $516,000
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $1,374 - $1,581	11 Added 0.38%	2,926 $381,000

Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $11,215 - $15,162	110 Added 3.92%	2,915 $0
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $2,487 - $14,469	120 Added 4.47%	2,805 $293,000
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $9,571 - $11,552	85 Added 3.27%	2,685 $302,000
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $146,970 - $166,980	1,000 Added 62.5%	2,600 $426,000
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $201,040 - $252,240	1,600 New	1,600 $244,000
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $194,061 - $220,721	-2,126 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$84.03 - $113.45 $178,647 - $241,194	2,126 New	2,126 $200,000
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $178,607 - $318,863	-2,260 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $559 - $697	5 Added 0.22%	2,260 $315,000
Q3 2019 Oct 17, 2019	BUY	$104.8 - $120.23 $524 - $601	5 Added 0.22%	2,255 $265,000
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $627 - $696	6 Added 0.27%	2,250 $251,000
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $582 - $643	6 Added 0.27%	2,244 $227,000
Q4 2018 Jan 18, 2019	BUY	$92.14 - $115.32 $206,209 - $258,086	2,238 New	2,238 $219,000

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 $601B
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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Strategic Family Wealth Counselors, L.L.C. Jpmorgan Chase & CO Transaction History