Wealthsource Partners, LLC Jpmorgan Chase & CO Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthsource Partners, LLC holds 22,301 shares of JPM stock, worth $5.79 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

22,301

Previous 23,121 3.55%

Holding current value

$5.79 Million

Previous $3.35 Million 13.12%

% of portfolio

0.25%

Previous 0.23%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $111,265 - $139,646	-820 Reduced 3.55%	22,301 $3.79 Million
Q3 2023 Nov 09, 2023	SELL	$143.21 - $158.0 $191,901 - $211,720	-1,340 Reduced 5.48%	23,121 $3.35 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $85,659 - $97,735	672 Added 2.82%	24,461 $3.56 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $138,025 - $158,899	-1,105 Reduced 4.44%	23,789 $3.1 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $427,824 - $578,376	-4,196 Reduced 14.42%	24,894 $3.34 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $43,056 - $250,444	-2,077 Reduced 6.66%	29,090 $3.04 Million
Q2 2022 Aug 10, 2022	SELL	$112.61 - $135.91 $2.86 Million - $3.46 Million	-25,425 Reduced 44.93%	31,167 $3.51 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $4.31 Million - $5.66 Million	33,627 Added 146.43%	56,592 $7.72 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $118,995 - $132,785	773 Added 3.48%	22,965 $3.64 Million
Q3 2021 Nov 18, 2021	BUY	$146.97 - $166.98 $283,211 - $321,770	1,927 Added 9.51%	22,192 $3.63 Million
Q2 2021 Nov 18, 2021	SELL	$147.37 - $166.44 $608,785 - $687,563	-4,131 Reduced 16.93%	20,265 $3.15 Million
Q1 2021 Jun 21, 2021	BUY	$125.65 - $157.65 $207,950 - $260,910	1,655 Added 7.28%	24,396 $3.71 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $575,668 - $757,718	-5,963 Reduced 20.77%	22,741 $2.89 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $241,070 - $274,188	2,641 Added 10.13%	28,704 $2.76 Million
Q2 2020 Aug 17, 2020	SELL	$84.03 - $113.45 $498,465 - $672,985	-5,932 Reduced 18.54%	26,063 $2.45 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $412,694 - $736,771	5,222 Added 19.5%	31,995 $2.88 Million
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $265,237 - $330,656	2,372 Added 9.72%	26,773 $3.73 Million
Q3 2019 Nov 15, 2019	SELL	$104.8 - $120.23 $388,284 - $445,452	-3,705 Reduced 13.18%	24,401 $2.87 Million
Q2 2019 Aug 09, 2019	BUY	$104.64 - $116.12 $779,044 - $864,513	7,445 Added 36.03%	28,106 $3.14 Million
Q1 2019 May 16, 2019	BUY	$97.11 - $107.19 $264,818 - $292,307	2,727 Added 15.21%	20,661 $2.09 Million
Q4 2018 Feb 06, 2019	BUY	$92.14 - $115.32 $316,869 - $396,585	3,439 Added 23.73%	17,934 $1.75 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $71,594 - $81,973	-691 Reduced 4.55%	14,495 $1.64 Million
Q2 2018 Aug 14, 2018	SELL	$103.24 - $114.29 $133,076 - $147,319	-1,289 Reduced 7.82%	15,186 $1.58 Million
Q1 2018 Apr 16, 2018	SELL	$107.01 - $118.77 $463,032 - $513,917	-4,327 Reduced 20.8%	16,475 $1.81 Million
Q1 2018 Apr 16, 2018	SELL	$107.01 - $118.77 $151,526 - $168,178	-1,416 Reduced 6.37%	20,802 $1.83 Million
Q4 2017 Feb 16, 2018	BUY	$95.86 - $107.83 $5,272 - $5,930	55 Added 0.25%	22,218 $2.38 Million
Q3 2017 Nov 20, 2017	SELL	$88.42 - $95.51 $10,521 - $11,365	-119 Reduced 0.53%	22,163 $2.12 Million
Q2 2017 Aug 16, 2017	BUY	N/A	22,282	22,282 $2.04 Million

Others Institutions Holding JPM

# of Institutions

4,646

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 $761B
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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Wealthsource Partners, LLC Jpmorgan Chase & CO Transaction History