Traverso Chambers Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 10,454 shares of JPM stock, worth $2.49 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

10,454

Previous 9,948 5.09%

Holding current value

$2.49 Million

Previous $1.44 Million 23.3%

% of portfolio

0.43%

Previous 0.39%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$135.69 - $170.3 $68,659 - $86,171	506 Added 5.09%	10,454 $1.78 Million
Q3 2023 Oct 26, 2023	BUY	$143.21 - $158.0 $35,802 - $39,500	250 Added 2.58%	9,948 $1.44 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $23,836 - $27,197	187 Added 1.97%	9,698 $1.41 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $1,374 - $1,581	11 Added 0.12%	9,511 $1.24 Million
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $2,956 - $3,997	-29 Reduced 0.3%	9,500 $1.27 Million
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $8,043 - $46,785	388 Added 4.24%	9,529 $996,000
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $53,489 - $64,557	475 Added 5.48%	9,141 $1.03 Million
Q1 2022 Apr 13, 2022	BUY	$128.3 - $168.44 $23,607 - $30,992	184 Added 2.17%	8,666 $1.18 Million
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $21,243 - $23,705	138 Added 1.65%	8,482 $1.34 Million
Q3 2021 Oct 08, 2021	BUY	$146.97 - $166.98 $14,109 - $16,030	96 Added 1.16%	8,344 $1.37 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $85,032 - $96,035	577 Added 7.52%	8,248 $1.28 Million
Q1 2021 Apr 15, 2021	BUY	$125.65 - $157.65 $13,821 - $17,341	110 Added 1.45%	7,671 $1.17 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $60,530 - $79,672	627 Added 9.04%	7,561 $961,000
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $33,682 - $38,309	369 Added 5.62%	6,934 $668,000
Q2 2020 Jul 09, 2020	BUY	$84.03 - $113.45 $35,376 - $47,762	421 Added 6.85%	6,565 $618,000
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $2,845 - $5,079	36 Added 0.59%	6,144 $553,000
Q4 2019 Jan 09, 2020	SELL	$111.82 - $139.4 $4,472 - $5,576	-40 Reduced 0.65%	6,108 $851,000
Q3 2019 Oct 31, 2019	SELL	$104.8 - $120.23 $9,327 - $10,700	-89 Reduced 1.43%	6,148 $724,000
Q2 2019 Jul 17, 2019	SELL	$104.64 - $116.12 $18,835 - $20,901	-180 Reduced 2.81%	6,237 $710,000
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $591,262 - $740,008	6,417 New	6,417 $626,000

Others Institutions Holding JPM

# of Institutions

4,617

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 $699B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account

Traverso Chambers Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History