A detailed history of Wcg Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 33,545 shares of JPM stock, worth $7.07 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
33,545
Previous 33,028 1.57%
Holding current value
$7.07 Million
Previous $6.62 Million 2.57%
% of portfolio
0.5%
Previous 0.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $93,101 - $105,876
517 Added 1.57%
33,545 $6.79 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $1.48 Million - $1.78 Million
-8,885 Reduced 21.2%
33,028 $6.62 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $509,244 - $639,135
-3,753 Reduced 8.22%
41,913 $7.13 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $3.23 Million - $3.56 Million
22,523 Added 97.32%
45,666 $6.77 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $12,109 - $13,816
-95 Reduced 0.41%
23,143 $3.35 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $202,604 - $233,243
1,622 Added 7.5%
23,238 $3.03 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $84,218 - $113,855
826 Added 3.97%
21,616 $2.9 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $29,830 - $173,514
1,439 Added 7.44%
20,790 $2.17 Million
Q2 2022

Aug 23, 2022

SELL
$112.61 - $135.91 $928,131 - $1.12 Million
-8,242 Reduced 29.87%
19,351 $2.18 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $3.11 Million - $3.75 Million
27,593 New
27,593 $1.47 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 $618B
  • 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 Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.