Wealthpoint, LLC Jpmorgan Chase & CO Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthpoint, LLC holds 2,874 shares of JPM stock, worth $705,020. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,874

Previous 2,941 2.28%

Holding current value

$705,020

Previous $427,000 2.58%

% of portfolio

0.17%

Previous 0.16%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$143.21 - $158.0 $9,595 - $10,586	-67 Reduced 2.28%	2,874 $416,000
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $37,731 - $43,050	296 Added 11.19%	2,941 $427,000
Q1 2023 Apr 20, 2023	BUY	$124.91 - $143.8 $9,742 - $11,216	78 Added 3.04%	2,645 $344,000
Q4 2022 Jan 24, 2023	SELL	$101.96 - $137.84 $5,098 - $6,892	-50 Reduced 1.91%	2,567 $0
Q3 2022 Oct 18, 2022	BUY	$20.73 - $120.58 $3,005 - $17,484	145 Added 5.87%	2,617 $274,000
Q2 2022 Jul 18, 2022	BUY	$112.61 - $135.91 $19,481 - $23,512	173 Added 7.53%	2,472 $278,000
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $7,184 - $9,432	-56 Reduced 2.38%	2,299 $313,000
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $44,334 - $49,472	288 Added 13.93%	2,355 $373,000
Q3 2021 Nov 01, 2021	SELL	$146.97 - $166.98 $35,272 - $40,075	-240 Reduced 10.4%	2,067 $338,000
Q2 2021 Jul 26, 2021	SELL	$147.37 - $166.44 $87,390 - $98,698	-593 Reduced 20.45%	2,307 $359,000
Q1 2021 Apr 27, 2021	SELL	$125.65 - $157.65 $10,680 - $13,400	-85 Reduced 2.85%	2,900 $442,000
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $11,005 - $14,485	-114 Reduced 3.68%	2,985 $379,000
Q3 2020 Nov 09, 2020	SELL	$91.28 - $103.82 $1,734 - $1,972	-19 Reduced 0.61%	3,099 $298,000
Q2 2020 Aug 06, 2020	BUY	$84.03 - $113.45 $48,905 - $66,027	582 Added 22.95%	3,118 $293,000
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $18,493 - $33,015	234 Added 10.17%	2,536 $228,000
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $6,932 - $8,642	62 Added 2.77%	2,302 $321,000
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $51,456 - $59,032	-491 Reduced 17.98%	2,240 $264,000
Q2 2019 Aug 08, 2019	BUY	$104.64 - $116.12 $285,771 - $317,123	2,731 New	2,731 $305,000
Q1 2019 May 16, 2019	SELL	$97.11 - $107.19 $229,082 - $252,861	-2,359 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $217,358 - $272,039	2,359 New	2,359 $230,000

Others Institutions Holding JPM

# of Institutions

4,610

Shares Held

1.96B

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 $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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