A detailed history of W Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, W Advisors, LLC holds 8,604 shares of JPM stock, worth $1.91 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
8,604
Previous 8,436 1.99%
Holding current value
$1.91 Million
Previous $1.71 Million 6.27%
% of portfolio
1.12%
Previous 1.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$194.9 - $224.8 $32,743 - $37,766
168 Added 1.99%
8,604 $1.81 Million
Q2 2024

Aug 06, 2024

BUY
$180.08 - $204.79 $13,686 - $15,564
76 Added 0.91%
8,436 $1.71 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $2,339 - $2,804
-14 Reduced 0.17%
8,360 $1.67 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $407 - $510
3 Added 0.04%
8,374 $1.42 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $15,609 - $17,222
109 Added 1.32%
8,371 $1.21 Million
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $12,237 - $13,962
96 Added 1.18%
8,262 $1.2 Million
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $15,192 - $20,538
-149 Reduced 1.79%
8,166 $1.1 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $165 - $964
8 Added 0.1%
8,315 $868,000
Q2 2022

Aug 26, 2022

BUY
$112.61 - $135.91 $5,855 - $7,067
52 Added 0.63%
8,307 $935,000
Q1 2022

Aug 26, 2022

BUY
$128.3 - $168.44 $49,267 - $64,680
384 Added 4.88%
8,255 $1.13 Million
Q4 2021

Aug 15, 2022

BUY
$153.94 - $171.78 $1.21 Million - $1.35 Million
7,871 New
7,871 $1.25 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 $650B
  • 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

Track W Advisors, LLC Portfolio

Follow W Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.