Wealth Alliance Jpmorgan Chase & CO Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Alliance holds 15,969 shares of JPM stock, worth $3.81 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

15,969

Previous 16,290 1.97%

Holding current value

$3.81 Million

Previous $3.29 Million 2.16%

% of portfolio

0.41%

Previous 0.43%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $62,562 - $72,160	-321 Reduced 1.97%	15,969 $3.37 Million
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $22,510 - $25,598	125 Added 0.77%	16,290 $3.29 Million
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $203,181 - $243,564	1,216 Added 8.13%	16,165 $3.24 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $62,824 - $78,848	-463 Reduced 3.0%	14,949 $2.54 Million
Q2 2023 Aug 02, 2023	SELL	$127.47 - $145.44 $77,374 - $88,282	-607 Reduced 3.79%	15,412 $2.24 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $647,533 - $745,459	-5,184 Reduced 24.45%	16,019 $2.09 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $147,638 - $199,592	1,448 Added 7.33%	21,203 $2.84 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $44,610 - $259,488	2,152 Added 12.23%	19,755 $2.07 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $187,495 - $226,290	1,665 Added 10.45%	17,603 $1.98 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $117,137 - $153,785	913 Added 6.08%	15,938 $2.17 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $8,466 - $9,447	-55 Reduced 0.36%	15,025 $2.38 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $87,594 - $99,520	-596 Reduced 3.8%	15,080 $2.47 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $112,738 - $127,326	-765 Reduced 4.65%	15,676 $2.44 Million
Q1 2021 May 18, 2021	SELL	$125.65 - $157.65 $288,492 - $361,964	-2,296 Reduced 12.25%	16,441 $2.5 Million
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $90,071 - $118,556	933 Added 5.24%	18,737 $2.38 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $118,390 - $134,654	1,297 Added 7.86%	17,804 $1.71 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $291,752 - $393,898	3,472 Added 26.64%	16,507 $1.55 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $191,252 - $341,437	-2,420 Reduced 15.66%	13,035 $1.17 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $1.49 Million - $1.85 Million	13,301 Added 617.5%	15,455 $2.15 Million
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $240,860 - $300,267	2,154 New	2,154 $2.15 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $699B
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 ...

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