A detailed history of Wealth Architects, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Architects, LLC holds 10,408 shares of JPM stock, worth $2.59 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,408
Previous 10,423 0.14%
Holding current value
$2.59 Million
Previous $2.11 Million 4.03%
% of portfolio
0.26%
Previous 0.27%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$194.9 - $224.8 $2,923 - $3,372
-15 Reduced 0.14%
10,408 $2.19 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $32,054 - $36,452
-178 Reduced 1.68%
10,423 $2.11 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $88,724 - $106,359
-531 Reduced 4.77%
10,601 $2.12 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $542 - $681
4 Added 0.04%
11,132 $1.89 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $25,061 - $27,650
175 Added 1.6%
11,128 $1.61 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $4,206 - $4,799
33 Added 0.3%
10,953 $1.59 Million
Q1 2023

Apr 21, 2023

SELL
$124.91 - $143.8 $5,371 - $6,183
-43 Reduced 0.39%
10,920 $1.42 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $22,533 - $30,462
-221 Reduced 1.98%
10,963 $1.47 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $2,218 - $12,902
107 Added 0.97%
11,184 $1.17 Million
Q2 2022

Jul 29, 2022

BUY
$112.61 - $135.91 $14,977 - $18,076
133 Added 1.22%
11,077 $1.25 Million
Q1 2022

May 17, 2022

BUY
$128.3 - $168.44 $641 - $842
5 Added 0.05%
10,944 $1.49 Million
Q4 2021

Jan 19, 2022

BUY
$153.94 - $171.78 $50,492 - $56,343
328 Added 3.09%
10,939 $1.73 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $58,347 - $66,291
397 Added 3.89%
10,611 $1.74 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $362,382 - $409,275
2,459 Added 31.71%
10,214 $1.59 Million
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $9,675 - $12,139
77 Added 1.0%
7,755 $1.18 Million
Q4 2020

Jan 28, 2021

SELL
$96.54 - $127.07 $13,129 - $17,281
-136 Reduced 1.74%
7,678 $976,000
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $3,103 - $3,529
34 Added 0.44%
7,814 $752,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $41,510 - $56,044
494 Added 6.78%
7,780 $732,000
Q1 2020

Apr 23, 2020

SELL
$79.03 - $141.09 $13,672 - $24,408
-173 Reduced 2.32%
7,286 $656,000
Q4 2019

Jan 28, 2020

SELL
$111.82 - $139.4 $28,849 - $35,965
-258 Reduced 3.34%
7,459 $1.04 Million
Q3 2019

Oct 23, 2019

SELL
$104.8 - $120.23 $13,100 - $15,028
-125 Reduced 1.59%
7,717 $908,000
Q2 2019

Jul 12, 2019

BUY
$104.64 - $116.12 $32,019 - $35,532
306 Added 4.06%
7,842 $877,000
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $3,690 - $4,073
38 Added 0.51%
7,536 $763,000
Q4 2018

Jan 17, 2019

SELL
$92.14 - $115.32 $1,566 - $1,960
-17 Reduced 0.23%
7,498 $732,000
Q3 2018

Oct 04, 2018

BUY
$103.61 - $118.63 $31,290 - $35,826
302 Added 4.19%
7,515 $848,000
Q2 2018

Jul 19, 2018

SELL
$103.24 - $114.29 $15,176 - $16,800
-147 Reduced 2.0%
7,213 $752,000
Q1 2018

Apr 13, 2018

SELL
$107.01 - $118.77 $121,028 - $134,328
-1,131 Reduced 13.32%
7,360 $809,000
Q4 2017

Jan 31, 2018

SELL
$95.86 - $107.83 $16,967 - $19,085
-177 Reduced 2.04%
8,491 $908,000
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $16,799 - $18,146
190 Added 2.24%
8,668 $828,000
Q2 2017

Aug 10, 2017

BUY
N/A
8,478
8,478 $774,000

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 $729B
  • 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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