A detailed history of Walkner Condon Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 10,254 shares of JPM stock, worth $2.13 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
10,254
Previous 10,040 2.13%
Holding current value
$2.13 Million
Previous $1.71 Million 20.27%
% of portfolio
0.44%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $35,757 - $42,864
214 Added 2.13%
10,254 $2.05 Million
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $248,584 - $311,989
1,832 Added 22.32%
10,040 $1.71 Million
Q3 2023

Oct 19, 2023

SELL
$143.21 - $158.0 $4,439 - $4,898
-31 Reduced 0.38%
8,208 $1.19 Million
Q2 2023

Jul 21, 2023

BUY
$127.47 - $145.44 $65,901 - $75,192
517 Added 6.7%
8,239 $1.2 Million
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $777,065 - $894,579
6,221 Added 414.46%
7,722 $1.01 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $153,041 - $206,897
1,501 New
1,501 $0
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $376,537 - $420,173
-2,446 Closed
0 $0
Q3 2021

Nov 04, 2021

BUY
$146.97 - $166.98 $44,384 - $50,427
302 Added 14.09%
2,446 $401,000
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $10,315 - $11,650
70 Added 3.38%
2,144 $331,000
Q1 2021

Apr 13, 2021

BUY
$125.65 - $157.65 $5,905 - $7,409
47 Added 2.32%
2,074 $316,000
Q4 2020

Jan 12, 2021

BUY
$96.54 - $127.07 $195,686 - $257,570
2,027 New
2,027 $258,000

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 $609B
  • 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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