A detailed history of Wall Street Access Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wall Street Access Asset Management, LLC holds 6,640 shares of JPM stock, worth $1.66 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,640
Previous 6,436 3.17%
Holding current value
$1.66 Million
Previous $1.3 Million 7.53%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Nov 08, 2024

BUY
$194.9 - $224.8 $39,759 - $45,859
204 Added 3.17%
6,640 $1.4 Million
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $12,785 - $14,540
-71 Reduced 1.09%
6,436 $1.3 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $32,582 - $39,058
-195 Reduced 2.91%
6,507 $1.3 Million
Q4 2023

Apr 25, 2024

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.09%
6,702 $1.14 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $814 - $1,021
6 Added 0.09%
6,702 $1.14 Million
Q3 2023

Apr 25, 2024

SELL
$143.21 - $158.0 $53,846 - $59,408
-376 Reduced 5.32%
6,696 $971,000
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $53,846 - $59,408
-376 Reduced 5.32%
6,696 $971,000
Q2 2023

Apr 25, 2024

BUY
$127.47 - $145.44 $764 - $872
6 Added 0.08%
7,072 $1.03 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $764 - $872
6 Added 0.08%
7,072 $1.03 Million
Q1 2023

Apr 25, 2024

BUY
$124.91 - $143.8 $749 - $862
6 Added 0.08%
7,066 $920,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $749 - $862
6 Added 0.08%
7,066 $920,000
Q4 2022

Apr 25, 2024

BUY
$101.96 - $137.84 $36,501 - $49,346
358 Added 5.34%
7,060 $946,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $611 - $827
6 Added 0.09%
7,060 $946,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $5,099 - $29,662
-246 Reduced 3.37%
7,054 $737,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $48,647 - $58,713
432 Added 6.29%
7,300 $822,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $256 - $336
2 Added 0.03%
6,868 $935,000
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $134,851 - $150,479
-876 Reduced 11.31%
6,866 $1.09 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $166,076 - $188,687
1,130 Added 17.09%
7,742 $1.27 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $5,452 - $6,158
37 Added 0.56%
6,612 $1.03 Million
Q1 2021

May 13, 2021

BUY
$125.65 - $157.65 $125 - $157
1 Added 0.02%
6,575 $1 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $105,518 - $138,887
1,093 Added 19.94%
6,574 $835,000
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $40,528 - $46,096
444 Added 8.81%
5,481 $527,000
Q2 2020

Nov 02, 2021

SELL
$84.03 - $113.45 $41,510 - $56,044
-494 Reduced 8.93%
5,037 $473,000
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $23,234 - $41,480
294 Added 5.61%
5,531 $497,000
Q4 2017

Feb 15, 2018

SELL
$95.86 - $107.83 $47,930 - $53,915
-500 Reduced 8.72%
5,237 $560,000
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $507,265 - $547,940
5,737
5,737 $547,000

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 $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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