Wealthfront Advisers LLC Jpmorgan Chase & CO Transaction History

Wealthfront Advisers LLC

$29.7 Billion
Q2 2024

A detailed history of Wealthfront Advisers LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthfront Advisers LLC holds 270,909 shares of JPM stock, worth $57.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

270,909

Previous 264,806 2.3%

Holding current value

$57.6 Million

Previous $53 Million 3.31%

% of portfolio

0.18%

Previous 0.19%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $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 ...

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Wealthfront Advisers LLC Jpmorgan Chase & CO Transaction History