True Private Wealth Advisors Jpmorgan Chase & CO Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

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 28,616 shares of JPM stock, worth $6.8 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

28,616

Previous 29,774 3.89%

Holding current value

$6.8 Million

Previous $6.02 Million 0.15%

% of portfolio

0.75%

Previous 0.71%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $225,694 - $260,318	-1,158 Reduced 3.89%	28,616 $6.03 Million
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

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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True Private Wealth Advisors Jpmorgan Chase & CO Transaction History