Wealthfront Advisers LLC Jpmorgan Chase & CO Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

A detailed history of Wealthfront Advisers LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthfront Advisers LLC holds 272,416 shares of JPM stock, worth $64.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

272,416

Previous 270,909 0.56%

Holding current value

$64.9 Million

Previous $54.8 Million 4.79%

% of portfolio

0.18%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $293,714 - $338,773	1,507 Added 0.56%	272,416 $57.4 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $1.1 Million - $1.25 Million	6,103 Added 2.3%	270,909 $54.8 Million
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $249,632 - $299,248	1,494 Added 0.57%	264,806 $53 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $1.67 Million - $2.09 Million	12,273 Added 4.89%	263,312 $44.8 Million
Q3 2023 Nov 01, 2023	BUY	$143.21 - $158.0 $435,931 - $480,952	3,044 Added 1.23%	251,039 $36.4 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $11,089 - $12,653	-87 Reduced 0.04%	247,995 $36.1 Million
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $457,295 - $526,451	3,661 Added 1.5%	248,082 $32.3 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $1.74 Million - $2.35 Million	17,081 Added 7.51%	244,421 $32.8 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $249,900 - $1.45 Million	12,055 Added 5.6%	227,340 $23.8 Million
Q2 2022 Jul 20, 2022	BUY	$112.61 - $135.91 $3.02 Million - $3.64 Million	26,786 Added 14.21%	215,285 $24.2 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $2 Million - $2.63 Million	-15,627 Reduced 7.66%	188,499 $25.7 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $801,411 - $894,286	5,206 Added 2.62%	204,126 $32.3 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $3.27 Million - $3.71 Million	22,238 Added 12.59%	198,920 $32.6 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $459,941 - $519,459	3,121 Added 1.8%	176,682 $27.5 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $1.75 Million - $2.19 Million	13,894 Added 8.7%	173,561 $26.4 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $1.82 Million - $2.4 Million	18,857 Added 13.39%	159,667 $20.3 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $517,831 - $588,970	5,673 Added 4.2%	140,810 $13.6 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $661,232 - $892,738	7,869 Added 6.18%	135,137 $12.7 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $2.58 Million - $4.61 Million	-32,683 Reduced 20.43%	127,268 $11.5 Million
Q4 2019 Jan 21, 2020	BUY	$111.82 - $139.4 $1.24 Million - $1.55 Million	11,095 Added 7.45%	159,951 $22.3 Million
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $48,522 - $55,666	-463 Reduced 0.31%	148,856 $17.5 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $1.45 Million - $1.61 Million	13,867 Added 10.24%	149,319 $16.7 Million
Q1 2019 May 13, 2019	SELL	$97.11 - $107.19 $487,006 - $537,557	-5,015 Reduced 3.57%	135,452 $13.7 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $12.9 Million - $16.2 Million	140,467 New	140,467 $13.7 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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.

Account

Wealthfront Advisers LLC Jpmorgan Chase & CO Transaction History