A detailed history of Wealth Alliance Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 13,436 shares of JPM stock, worth $2.85 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
13,436
Previous 13,202 1.77%
Holding current value
$2.85 Million
Previous $2.64 Million 2.76%
% of portfolio
0.66%
Previous 0.66%

Shares

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

Jul 30, 2024

BUY
$180.08 - $204.79 $42,138 - $47,920
234 Added 1.77%
13,436 $2.72 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $214,042 - $256,584
1,281 Added 10.75%
13,202 $2.64 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $123,206 - $154,632
908 Added 8.24%
11,921 $2.03 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $26,493 - $29,230
185 Added 1.71%
11,013 $1.6 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $234,927 - $268,045
-1,843 Reduced 14.55%
10,828 $1.57 Million
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $68,450 - $78,802
-548 Reduced 4.15%
12,671 $1.65 Million
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $28,650 - $38,733
281 Added 2.17%
13,219 $0
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $46,186 - $268,652
2,228 Added 20.8%
12,938 $1.35 Million
Q2 2022

Jul 08, 2022

BUY
$112.61 - $135.91 $216,886 - $261,762
1,926 Added 21.93%
10,710 $1.21 Million
Q1 2022

Apr 18, 2022

BUY
$128.3 - $168.44 $89,296 - $117,234
696 Added 8.61%
8,784 $1.2 Million
Q4 2021

Jan 13, 2022

BUY
$153.94 - $171.78 $149,013 - $166,283
968 Added 13.6%
8,088 $1.28 Million
Q3 2021

Oct 08, 2021

BUY
$146.97 - $166.98 $15,872 - $18,033
108 Added 1.54%
7,120 $1.17 Million
Q2 2021

Jul 13, 2021

BUY
$147.37 - $166.44 $22,694 - $25,631
154 Added 2.25%
7,012 $1.09 Million
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $12,565 - $15,765
100 Added 1.48%
6,858 $1.04 Million
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $94,319 - $124,147
977 Added 16.9%
6,758 $859,000
Q3 2020

Oct 08, 2020

BUY
$91.28 - $103.82 $53,398 - $60,734
585 Added 11.26%
5,781 $557,000
Q2 2020

Jul 08, 2020

BUY
$84.03 - $113.45 $1,008 - $1,361
12 Added 0.23%
5,196 $489,000
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $84,404 - $150,684
1,068 Added 25.95%
5,184 $467,000
Q4 2019

Jan 24, 2020

BUY
$111.82 - $139.4 $5,814 - $7,248
52 Added 1.28%
4,116 $574,000
Q3 2019

Nov 01, 2019

BUY
$104.8 - $120.23 $30,182 - $34,626
288 Added 7.63%
4,064 $472,000
Q2 2019

Jul 17, 2019

BUY
$104.64 - $116.12 $25,427 - $28,217
243 Added 6.88%
3,776 $430,000
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $205,193 - $226,492
-2,113 Reduced 37.42%
3,533 $400,000
Q4 2018

Jan 28, 2019

BUY
$92.14 - $115.32 $99,511 - $124,545
1,080 Added 23.65%
5,646 $551,000
Q3 2018

Oct 19, 2018

BUY
$103.61 - $118.63 $44,759 - $51,248
432 Added 10.45%
4,566 $515,000
Q2 2018

Jul 20, 2018

BUY
$103.24 - $114.29 $14,040 - $15,543
136 Added 3.4%
4,134 $431,000
Q1 2018

Jun 01, 2018

BUY
$107.01 - $118.77 $73,515 - $81,594
687 Added 20.75%
3,998 $440,000
Q4 2017

Apr 11, 2018

BUY
$95.86 - $107.83 $317,392 - $357,025
3,311
3,311 $354,000

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 $623B
  • 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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