V Wealth Advisors LLC Jpmorgan Chase & CO Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

A detailed history of V Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, V Wealth Advisors LLC holds 11,987 shares of JPM stock, worth $2.99 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

11,987

Previous 34,709 65.46%

Holding current value

$2.99 Million

Previous $5.05 Million 65.57%

% of portfolio

1.41%

Previous 0.87%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$143.21 - $158.0 $3.25 Million - $3.59 Million	-22,722 Reduced 65.46%	11,987 $1.74 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $14,659 - $16,725	115 Added 0.33%	34,709 $5.05 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $149,267 - $171,841	1,195 Added 3.58%	34,594 $4.51 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $732,990 - $990,931	7,189 Added 27.43%	33,399 $0
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $108,169 - $629,186	-5,218 Reduced 16.6%	26,210 $2.74 Million
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $112,272 - $135,502	997 Added 3.28%	31,428 $3.54 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $577,093 - $757,643	-4,498 Reduced 12.88%	30,431 $4.15 Million
Q4 2021 Feb 17, 2022	SELL	$153.94 - $171.78 $115,455 - $128,835	-750 Reduced 2.1%	34,929 $5.53 Million
Q3 2021 Oct 21, 2021	BUY	$146.97 - $166.98 $19,106 - $21,707	130 Added 0.37%	35,679 $5.84 Million
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $114,948 - $129,823	780 Added 2.24%	35,549 $5.53 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $51,767 - $64,951	412 Added 1.2%	34,769 $5.29 Million
Q4 2020 Jan 25, 2021	BUY	$96.54 - $127.07 $2.07 Million - $2.73 Million	21,462 Added 166.44%	34,357 $4.37 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $1.79 Million - $2.03 Million	-19,570 Reduced 60.28%	12,895 $1.24 Million
Q2 2020 Jul 29, 2020	SELL	$84.03 - $113.45 $1.02 Million - $1.38 Million	-12,142 Reduced 27.22%	32,465 $3.05 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $973,254 - $1.74 Million	12,315 Added 38.14%	44,607 $4.02 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $3,039 - $3,486	29 Added 0.09%	32,292 $3.8 Million
Q2 2019 Jul 29, 2019	BUY	$104.64 - $116.12 $200,804 - $222,834	1,919 Added 6.32%	32,263 $3.62 Million
Q1 2019 May 16, 2019	BUY	$97.11 - $107.19 $41,854 - $46,198	431 Added 1.44%	30,344 $3.45 Million
Q4 2018 Jan 24, 2019	BUY	$92.14 - $115.32 $1.15 Million - $1.44 Million	12,481 Added 71.6%	29,913 $3.02 Million
Q3 2018 Oct 31, 2018	BUY	$103.61 - $118.63 $64,030 - $73,313	618 Added 3.68%	17,432 $1.96 Million
Q2 2018 Jul 16, 2018	BUY	$103.24 - $114.29 $80,940 - $89,603	784 Added 4.89%	16,814 $1.79 Million
Q1 2018 Apr 11, 2018	BUY	$107.01 - $118.77 $79,294 - $88,008	741 Added 4.85%	16,030 $1.73 Million
Q4 2017 Jan 19, 2018	BUY	$95.86 - $107.83 $207,441 - $233,344	2,164 Added 16.49%	15,289 $1.72 Million
Q3 2017 Oct 12, 2017	BUY	$88.42 - $95.51 $1.16 Million - $1.25 Million	13,125	13,125 $1.26 Million

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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V Wealth Advisors LLC Jpmorgan Chase & CO Transaction History