Wealth Advisory Solutions, LLC Jpmorgan Chase & CO Transaction History

Wealth Advisory Solutions, LLC

$357 Million
Q4 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 41,849 shares of JPM stock, worth $11.6 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

41,849

Previous 41,268 1.41%

Holding current value

$11.6 Million

Previous $8.7 Million 15.33%

% of portfolio

2.81%

Previous 2.39%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$205.18 - $250.29 $119,209 - $145,418	581 Added 1.41%	41,849 $10 Million
Q3 2024 Oct 21, 2024	SELL	$194.9 - $224.8 $986,583 - $1.14 Million	-5,062 Reduced 10.93%	41,268 $8.7 Million
Q2 2024 Jul 26, 2024	SELL	$180.08 - $204.79 $97,783 - $111,200	-543 Reduced 1.16%	46,330 $9.37 Million
Q1 2024 Apr 23, 2024	SELL	$167.09 - $200.3 $510,627 - $612,116	-3,056 Reduced 6.12%	46,873 $9.39 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $6.84 Million - $8.59 Million	-50,440 Reduced 50.25%	49,929 $8.49 Million
Q3 2023 Feb 07, 2024	BUY	$143.21 - $158.0 $6.72 Million - $7.42 Million	46,931 Added 87.82%	100,369 $14.6 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $48,693 - $55,558	-382 Reduced 0.71%	53,438 $7.77 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $212,721 - $244,891	-1,703 Reduced 3.07%	53,820 $7.01 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $51,795 - $70,022	508 Added 0.92%	55,523 $7.45 Million
Q3 2022 Nov 16, 2022	SELL	$20.73 - $120.58 $9,307 - $54,140	-449 Reduced 0.81%	55,015 $5.75 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $168,577 - $203,457	1,497 Added 2.77%	55,464 $6.25 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $9,494 - $12,464	-74 Reduced 0.14%	53,967 $7.36 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $1,322 - $1,502	9 Added 0.02%	54,041 $8.85 Million
Q2 2021 Jul 21, 2021	BUY	$147.37 - $166.44 $3.16 Million - $3.57 Million	21,442 Added 65.79%	54,032 $8.4 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $2.88 Million - $3.62 Million	-22,944 Reduced 41.32%	32,590 $4.96 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $2.34 Million - $2.94 Million	-18,647 Reduced 25.14%	55,534 $8,000
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $430,761 - $566,986	4,462 Added 6.4%	74,181 $9.43 Million
Q3 2020 Dec 29, 2020	BUY	$91.28 - $103.82 $1.33 Million - $1.51 Million	14,548 Added 26.37%	69,719 $6.71 Million
Q2 2020 Dec 23, 2020	SELL	$84.03 - $113.45 $191,504 - $258,552	-2,279 Reduced 3.97%	55,171 $5.19 Million
Q1 2020 Dec 18, 2020	BUY	$79.03 - $141.09 $48,998 - $87,475	620 Added 1.09%	57,450 $5.17 Million
Q4 2019 Jan 27, 2021	BUY	$111.82 - $139.4 $6.35 Million - $7.92 Million	56,830 New	56,830 $7.92 Million

Others Institutions Holding JPM

# of Institutions

5,015

Shares Held

2.01B

Call Options Held

29.3M

Put Options Held

34.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $811B
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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Wealth Advisory Solutions, LLC Jpmorgan Chase & CO Transaction History