A detailed history of Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Advisors, Inc. holds 2,612 shares of JPM stock, worth $652,268. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,612
Previous 2,612 -0.0%
Holding current value
$652,268
Previous $379,000 0.26%
% of portfolio
0.17%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 05, 2023

BUY
$124.91 - $143.8 $22,733 - $26,171
182 Added 7.49%
2,612 $340,000
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $14,882 - $19,539
-116 Reduced 4.56%
2,430 $331,000
Q4 2021

Jan 24, 2022

BUY
$153.94 - $171.78 $153 - $171
1 Added 0.04%
2,546 $403,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $4,996 - $5,677
34 Added 1.35%
2,545 $425,000
Q2 2021

Aug 04, 2021

SELL
$147.37 - $166.44 $9,431 - $10,652
-64 Reduced 2.49%
2,511 $381,000
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $125 - $157
1 Added 0.04%
2,575 $384,000
Q4 2020

Feb 04, 2021

SELL
$96.54 - $127.07 $30,796 - $40,535
-319 Reduced 11.03%
2,574 $327,000
Q3 2020

Oct 19, 2020

BUY
$91.28 - $103.82 $91 - $103
1 Added 0.03%
2,893 $294,000
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $2,268 - $3,063
27 Added 0.94%
2,892 $275,000
Q1 2020

Apr 17, 2020

SELL
$79.03 - $141.09 $553,210 - $987,630
-7,000 Reduced 70.96%
2,865 $250,000
Q4 2019

Mar 16, 2020

BUY
$111.82 - $139.4 $1.1 Million - $1.38 Million
9,865 New
9,865 $1.34 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 $732B
  • 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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