W Advisors, LLC Jpmorgan Chase & CO Transaction History

W Advisors, LLC

$161 Million
Q3 2024

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 $2.15 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

8,604

Previous 8,436 1.99%

Holding current value

$2.15 Million

Previous $1.71 Million 6.27%

% of portfolio

1.12%

Previous 1.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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 ...

More about JPM

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