A detailed history of Wealth Advisors Of Iowa, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 2,897 shares of JPM stock, worth $610,629. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,897
Previous 2,936 1.33%
Holding current value
$610,629
Previous $588,000 0.51%
% of portfolio
0.02%
Previous 0.36%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $7,023 - $7,986
-39 Reduced 1.33%
2,897 $585,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $15,372 - $18,427
92 Added 3.23%
2,936 $588,000
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $20,760 - $26,055
153 Added 5.69%
2,844 $483,000
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $2,720 - $3,002
-19 Reduced 0.7%
2,691 $390,000
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $22,562 - $25,742
-177 Reduced 6.13%
2,710 $394,000
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $24,732 - $28,472
-198 Reduced 6.42%
2,887 $376,000
Q4 2022

Feb 10, 2023

BUY
$101.96 - $137.84 $203 - $275
2 Added 0.06%
3,085 $413,000
Q3 2022

Nov 15, 2022

BUY
$20.73 - $120.58 $1,243 - $7,234
60 Added 1.98%
3,083 $322,000
Q2 2022

Jul 28, 2022

BUY
$112.61 - $135.91 $96,394 - $116,338
856 Added 39.5%
3,023 $340,000
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $278,026 - $365,009
2,167 New
2,167 $295,000
Q4 2021

Feb 14, 2022

SELL
$153.94 - $171.78 $333,126 - $371,731
-2,164 Closed
0 $0
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $37,771 - $42,913
-257 Reduced 10.62%
2,164 $354,000
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $14,884 - $16,810
101 Added 4.35%
2,421 $377,000
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $125 - $157
1 Added 0.04%
2,320 $353,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $223,876 - $294,675
2,319 New
2,319 $295,000
Q2 2020

Aug 07, 2020

SELL
$84.03 - $113.45 $170,244 - $229,849
-2,026 Closed
0 $0
Q1 2020

Apr 28, 2020

BUY
$79.03 - $141.09 $160,114 - $285,848
2,026 New
2,026 $182,000

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 $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 Wealth Advisors Of Iowa, LLC Portfolio

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

News

Stay updated on Wealth Advisors Of Iowa, LLC with notifications on news.