A detailed history of Tci Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 16,318 shares of JPM stock, worth $3.59 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,318
Previous 16,167 0.93%
Holding current value
$3.59 Million
Previous $3.27 Million 5.2%
% of portfolio
0.31%
Previous 0.32%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $29,429 - $33,944
151 Added 0.93%
16,318 $3.44 Million
Q2 2024

Jul 30, 2024

SELL
$180.08 - $204.79 $14,046 - $15,973
-78 Reduced 0.48%
16,167 $3.27 Million
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $5,346 - $6,409
32 Added 0.2%
16,245 $3.25 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $136,911 - $171,832
1,009 Added 6.64%
16,213 $2.76 Million
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $15,037 - $16,590
-105 Reduced 0.69%
15,204 $2.2 Million
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $86,297 - $98,462
-677 Reduced 4.23%
15,309 $2.23 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $155,388 - $178,887
1,244 Added 8.44%
15,986 $2.08 Million
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $5,709 - $7,719
-56 Reduced 0.38%
14,742 $1.98 Million
Q3 2022

Nov 08, 2022

SELL
$20.73 - $120.58 $725 - $4,220
-35 Reduced 0.24%
14,798 $1.55 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $19,368 - $23,376
172 Added 1.17%
14,833 $1.67 Million
Q1 2022

Apr 29, 2022

SELL
$128.3 - $168.44 $19,629 - $25,771
-153 Reduced 1.03%
14,661 $2 Million
Q4 2021

Jan 24, 2022

SELL
$153.94 - $171.78 $134,235 - $149,792
-872 Reduced 5.56%
14,814 $2.35 Million
Q3 2021

Oct 29, 2021

SELL
$146.97 - $166.98 $194,441 - $220,914
-1,323 Reduced 7.78%
15,686 $2.57 Million
Q2 2021

Aug 02, 2021

BUY
$147.37 - $166.44 $279,266 - $315,403
1,895 Added 12.54%
17,009 $2.65 Million
Q1 2021

Apr 29, 2021

SELL
$125.65 - $157.65 $189,605 - $237,893
-1,509 Reduced 9.08%
15,114 $2.3 Million
Q4 2020

Jan 21, 2021

SELL
$96.54 - $127.07 $1.2 Million - $1.58 Million
-12,461 Reduced 42.84%
16,623 $2.11 Million
Q3 2020

Oct 20, 2020

SELL
$91.28 - $103.82 $9,493 - $10,797
-104 Reduced 0.36%
29,084 $2.8 Million
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $48,401 - $65,347
-576 Reduced 1.94%
29,188 $2.75 Million
Q1 2020

Apr 14, 2020

SELL
$79.03 - $141.09 $5,453 - $9,735
-69 Reduced 0.23%
29,764 $2.68 Million
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $43,945 - $54,784
-393 Reduced 1.3%
29,833 $4.16 Million
Q3 2019

Oct 17, 2019

SELL
$104.8 - $120.23 $13,833 - $15,870
-132 Reduced 0.43%
30,226 $3.56 Million
Q2 2019

Jul 23, 2019

SELL
$104.64 - $116.12 $139,380 - $154,671
-1,332 Reduced 4.2%
30,358 $3.39 Million
Q1 2019

Apr 11, 2019

SELL
$97.11 - $107.19 $167,611 - $185,009
-1,726 Reduced 5.17%
31,690 $3.21 Million
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $1,105 - $1,383
12 Added 0.04%
33,416 $3.26 Million
Q3 2018

Nov 02, 2018

SELL
$103.61 - $118.63 $52,012 - $59,552
-502 Reduced 1.48%
33,404 $3.77 Million
Q2 2018

Jul 27, 2018

BUY
$103.24 - $114.29 $24,674 - $27,315
239 Added 0.71%
33,906 $3.53 Million
Q1 2018

Apr 30, 2018

SELL
$107.01 - $118.77 $75,335 - $83,614
-704 Reduced 2.05%
33,667 $3.7 Million
Q4 2017

Feb 01, 2018

BUY
$95.86 - $107.83 $17,925 - $20,164
187 Added 0.55%
34,371 $3.68 Million
Q3 2017

Oct 24, 2017

BUY
$88.42 - $95.51 $10,079 - $10,888
114 Added 0.33%
34,184 $3.27 Million
Q2 2017

Aug 10, 2017

BUY
N/A
34,070
34,070 $3.11 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 $645B
  • 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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