Wealthcare Advisory Partners LLC Jpmorgan Chase & CO Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 54,217 shares of JPM stock, worth $13.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

54,217

Previous 55,173 1.73%

Holding current value

$13.3 Million

Previous $11.2 Million 2.4%

% of portfolio

0.33%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$194.9 - $224.8 $186,324 - $214,908	-956 Reduced 1.73%	54,217 $11.4 Million
Q2 2024 Aug 09, 2024	BUY	$180.08 - $204.79 $758,677 - $862,780	4,213 Added 8.27%	55,173 $11.2 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $1.93 Million - $2.32 Million	11,572 Added 29.38%	50,960 $10.2 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $461,753 - $579,530	-3,403 Reduced 7.95%	39,388 $6.7 Million
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $47,402 - $52,298	-331 Reduced 0.77%	42,791 $6.21 Million
Q2 2023 Jul 17, 2023	BUY	$127.47 - $145.44 $19,120 - $21,816	150 Added 0.35%	43,122 $6.27 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $163,007 - $187,659	1,305 Added 3.13%	42,972 $5.6 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $11,215 - $15,162	110 Added 0.26%	41,667 $5.59 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $374,798 - $2.18 Million	18,080 Added 77.01%	41,557 $4.34 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $68,804 - $83,041	611 Added 2.67%	23,477 $2.64 Million
Q1 2022 Apr 15, 2022	BUY	$128.3 - $168.44 $118,164 - $155,133	921 Added 4.2%	22,866 $3.12 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $155,017 - $172,982	-1,007 Reduced 4.39%	21,945 $3.47 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $140,356 - $159,465	955 Added 4.34%	22,952 $3.76 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $94,758 - $107,020	-643 Reduced 2.84%	21,997 $3.42 Million
Q1 2021 Apr 30, 2021	BUY	$125.65 - $157.65 $717,964 - $900,812	5,714 Added 33.76%	22,640 $3.45 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $47,111 - $62,010	-488 Reduced 2.8%	16,926 $2.15 Million
Q3 2020 Oct 29, 2020	SELL	$91.28 - $103.82 $9,766 - $11,108	-107 Reduced 0.61%	17,414 $1.68 Million
Q2 2020 Jul 29, 2020	BUY	$84.03 - $113.45 $60,753 - $82,024	723 Added 4.3%	17,521 $1.65 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $458,848 - $819,168	5,806 Added 52.82%	16,798 $1.51 Million
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $20,463 - $25,510	183 Added 1.69%	10,992 $1.53 Million
Q3 2019 Oct 17, 2019	BUY	$104.8 - $120.23 $63,613 - $72,979	607 Added 5.95%	10,809 $1.27 Million
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $16,533 - $18,346	-158 Reduced 1.53%	10,202 $1.14 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $45,544 - $50,272	-469 Reduced 4.33%	10,360 $1.05 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $7,647 - $9,571	-83 Reduced 0.76%	10,829 $1.06 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $35,331 - $40,452	341 Added 3.23%	10,912 $1.23 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $65,660 - $72,688	636 Added 6.4%	10,571 $1.1 Million
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $119,316 - $132,428	1,115 Added 12.64%	9,935 $1.09 Million
Q4 2017 Feb 14, 2018	BUY	$95.86 - $107.83 $171,014 - $192,368	1,784 Added 25.36%	8,820 $943,000
Q3 2017 Nov 15, 2017	BUY	$88.42 - $95.51 $622,123 - $672,008	7,036	7,036 $672,000

Others Institutions Holding JPM

# of Institutions

4,610

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $720B
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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Wealthcare Advisory Partners LLC Jpmorgan Chase & CO Transaction History