A detailed history of True Private Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, True Private Wealth Advisors holds 29,774 shares of JPM stock, worth $6.54 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
29,774
Previous 30,792 3.31%
Holding current value
$6.54 Million
Previous $6.17 Million 2.35%
% of portfolio
0.71%
Previous 0.72%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $183,321 - $208,476
-1,018 Reduced 3.31%
29,774 $6.02 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $1.09 Million - $1.31 Million
-6,524 Reduced 17.48%
30,792 $6.17 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $132,026 - $165,701
-973 Reduced 2.54%
37,316 $6.35 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $13,748 - $15,168
-96 Reduced 0.25%
38,289 $5.55 Million
Q2 2023

Aug 11, 2023

BUY
$127.47 - $145.44 $45,124 - $51,485
354 Added 0.93%
38,385 $5.58 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $64,828 - $74,632
-519 Reduced 1.35%
38,031 $4.96 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $125,410 - $169,543
1,230 Added 3.3%
38,550 $5.17 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $79,955 - $465,077
3,857 Added 11.53%
37,320 $3.9 Million
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $109,682 - $132,376
974 Added 3.0%
33,463 $3.77 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $235,173 - $308,750
1,833 Added 5.98%
32,489 $4.13 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $111,760 - $124,712
726 Added 2.43%
30,656 $4.85 Million
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $57,024 - $64,788
-388 Reduced 1.28%
29,930 $4.9 Million
Q2 2021

Aug 10, 2021

SELL
$147.37 - $166.44 $257,897 - $291,270
-1,750 Reduced 5.46%
30,318 $4.72 Million
Q1 2021

May 12, 2021

BUY
$125.65 - $157.65 $236,222 - $296,382
1,880 Added 6.23%
32,068 $4.88 Million
Q4 2020

Jan 11, 2021

SELL
$96.54 - $127.07 $102,815 - $135,329
-1,065 Reduced 3.41%
30,188 $3.84 Million
Q3 2020

Oct 09, 2020

BUY
$91.28 - $103.82 $77,588 - $88,247
850 Added 2.8%
31,253 $3.01 Million
Q2 2020

Jul 07, 2020

SELL
$84.03 - $113.45 $352,926 - $476,490
-4,200 Reduced 12.14%
30,403 $2.86 Million
Q1 2020

Apr 20, 2020

BUY
$79.03 - $141.09 $663,772 - $1.19 Million
8,399 Added 32.05%
34,603 $3.12 Million
Q4 2019

Jan 27, 2020

BUY
$111.82 - $139.4 $93,928 - $117,096
840 Added 3.31%
26,204 $3.65 Million
Q3 2019

Oct 09, 2019

BUY
$104.8 - $120.23 $308,636 - $354,077
2,945 Added 13.14%
25,364 $2.99 Million
Q2 2019

Aug 01, 2019

BUY
$104.64 - $116.12 $124,521 - $138,182
1,190 Added 5.61%
22,419 $2.51 Million
Q1 2019

Apr 25, 2019

SELL
$97.11 - $107.19 $149,937 - $165,501
-1,544 Reduced 6.78%
21,229 $2.15 Million
Q4 2018

Jan 14, 2019

BUY
$92.14 - $115.32 $116,925 - $146,341
1,269 Added 5.9%
22,773 $2.22 Million
Q3 2018

Oct 18, 2018

BUY
$103.61 - $118.63 $19,789 - $22,658
191 Added 0.9%
21,504 $0
Q2 2018

Jul 13, 2018

BUY
$103.24 - $114.29 $326,548 - $361,499
3,163 Added 17.43%
21,313 $2.22 Million
Q1 2018

Apr 25, 2018

SELL
$107.01 - $118.77 $14,339 - $15,915
-134 Reduced 0.73%
18,150 $2 Million
Q4 2017

Jan 19, 2018

BUY
$95.86 - $107.83 $578,419 - $650,646
6,034 Added 49.26%
18,284 $1.96 Million
Q3 2017

Oct 27, 2017

SELL
$88.42 - $95.51 $17,595 - $19,006
-199 Reduced 1.6%
12,250 $1.17 Million
Q2 2017

Aug 07, 2017

BUY
N/A
12,449
12,449 $1.14 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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