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 $2.56 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

10,454

Previous 9,948 5.09%

Holding current value

$2.56 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

4,610

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 $720B
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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Traverso Chambers Private Wealth Management, LLC Jpmorgan Chase & CO Transaction History