A detailed history of Ten Capital Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 3,025 shares of JPM stock, worth $725,606. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,025
Previous 1,150 163.04%
Holding current value
$725,606
Previous $149,000 194.63%
% of portfolio
0.13%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $239,006 - $272,700
1,875 Added 163.04%
3,025 $439,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $30,103 - $34,655
241 Added 26.51%
1,150 $149,000
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $33,340 - $45,073
327 Added 56.19%
909 $121,000
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $2,342 - $13,625
113 Added 24.09%
582 $61,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $7,313 - $9,601
57 Added 13.83%
469 $64,000
Q3 2021

Nov 12, 2021

SELL
$146.97 - $166.98 $7,054 - $8,015
-48 Reduced 10.43%
412 $67,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $10,905 - $12,316
74 Added 19.17%
460 $72,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $37,264 - $49,049
386 New
386 $49,000

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 $704B
  • 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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