A detailed history of Wealthstream Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 4,420 shares of JPM stock, worth $971,427. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,420
Previous 4,571 3.3%
Holding current value
$971,427
Previous $915,000 2.4%
% of portfolio
0.34%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$180.08 - $204.79 $27,192 - $30,923
-151 Reduced 3.3%
4,420 $893,000
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $7,017 - $8,412
42 Added 0.93%
4,571 $915,000
Q4 2023

Feb 12, 2024

BUY
$135.69 - $170.3 $63,231 - $79,359
466 Added 11.47%
4,529 $770,000
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $35,229 - $38,868
246 Added 6.44%
4,063 $589,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $67,304 - $76,792
528 Added 16.05%
3,817 $555,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $4,746 - $5,464
-38 Reduced 1.14%
3,289 $428,000
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $2,447 - $3,308
24 Added 0.73%
3,327 $446,000
Q3 2022

Oct 28, 2022

BUY
$20.73 - $120.58 $18,325 - $106,592
884 Added 36.54%
3,303 $345,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $13,963 - $16,852
124 Added 5.4%
2,419 $272,000
Q1 2022

May 10, 2022

SELL
$128.3 - $168.44 $28,354 - $37,225
-221 Reduced 8.78%
2,295 $313,000
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $387,313 - $432,198
2,516 New
2,516 $398,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • 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
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