A detailed history of Warren Averett Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 78,232 shares of JPM stock, worth $16 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
78,232
Previous 45,645 71.39%
Holding current value
$16 Million
Previous $7.76 Million 101.82%
% of portfolio
0.37%
Previous 0.29%

Shares

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

May 15, 2024

BUY
$167.09 - $200.3 $5.44 Million - $6.53 Million
32,587 Added 71.39%
78,232 $15.7 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $669,630 - $840,430
4,935 Added 12.12%
45,645 $7.76 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $2.36 Million - $2.61 Million
16,513 Added 68.24%
40,710 $5.9 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $2 Million - $2.28 Million
-15,682 Reduced 39.32%
24,197 $3.52 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $3.06 Million - $3.52 Million
24,476 Added 158.9%
39,879 $5.2 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $96,963 - $131,085
951 Added 6.58%
15,403 $2.07 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $57,567 - $334,850
2,777 Added 23.79%
14,452 $1.51 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $55,629 - $67,139
494 Added 4.42%
11,675 $1.32 Million
Q1 2022

May 17, 2022

SELL
$128.3 - $168.44 $45,931 - $60,301
-358 Reduced 3.1%
11,181 $1.52 Million
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $32,327 - $36,073
210 Added 1.85%
11,539 $1.78 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $84,066 - $95,512
572 Added 5.32%
11,329 $1.9 Million
Q2 2021

Aug 17, 2021

BUY
$147.37 - $166.44 $419,267 - $473,521
2,845 Added 35.96%
10,757 $1.72 Million
Q1 2021

May 24, 2021

BUY
$125.65 - $157.65 $58,552 - $73,464
466 Added 6.26%
7,912 $1.27 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $40,450 - $53,242
419 Added 5.96%
7,446 $1.04 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $61,248 - $69,663
671 Added 10.56%
7,027 $689,000
Q2 2020

Aug 17, 2020

SELL
$84.03 - $113.45 $18,486 - $24,959
-220 Reduced 3.35%
6,356 $651,000
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $75,631 - $135,023
957 Added 17.03%
6,576 $592,000
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $37,347 - $46,559
-334 Reduced 5.61%
5,619 $773,000
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $13,728 - $15,750
-131 Reduced 2.15%
5,953 $701,000
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $102,861 - $114,145
983 Added 19.27%
6,084 $680,000
Q1 2019

May 06, 2019

BUY
$97.11 - $107.19 $49,331 - $54,452
508 Added 11.06%
5,101 $516,000
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $863,536 - $1.08 Million
-9,372 Reduced 67.11%
4,593 $448,000
Q3 2018

Nov 05, 2018

BUY
$103.61 - $118.63 $103 - $118
1 Added 0.01%
13,965 $1.58 Million
Q2 2018

Aug 02, 2018

BUY
$103.24 - $114.29 $90,747 - $100,460
879 Added 6.72%
13,964 $1.46 Million
Q1 2018

May 04, 2018

SELL
$107.01 - $118.77 $478,869 - $531,495
-4,475 Reduced 25.48%
13,085 $1.44 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $83,494 - $93,919
871 Added 5.22%
17,560 $1.88 Million
Q3 2017

Oct 30, 2017

BUY
$88.42 - $95.51 $1.48 Million - $1.59 Million
16,689
16,689 $1.59 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 $601B
  • 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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