Wealth Trust Axiom LLC Jpmorgan Chase & CO Transaction History

Wealth Trust Axiom LLC

$294 Million
Q2 2024

A detailed history of Wealth Trust Axiom LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 5,775 shares of JPM stock, worth $1.28 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

5,775

Previous 5,512 4.77%

Holding current value

$1.28 Million

Previous $1.1 Million 5.8%

% of portfolio

0.4%

Previous 0.36%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $47,361 - $53,859	263 Added 4.77%	5,775 $1.17 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $17,377 - $20,831	-104 Reduced 1.85%	5,512 $1.1 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $56,718 - $71,185	418 Added 8.04%	5,616 $955,000
Q3 2023 Nov 02, 2023	SELL	$143.21 - $158.0 $90,222 - $99,540	-630 Reduced 10.81%	5,198 $753,000
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $2,421 - $2,763	-19 Reduced 0.32%	5,828 $847,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $21,109 - $24,302	169 Added 2.98%	5,847 $761,000
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $3,976 - $5,375	-39 Reduced 0.68%	5,678 $761,000
Q3 2022 Nov 02, 2022	SELL	$20.73 - $120.58 $186 - $1,085	-9 Reduced 0.16%	5,717 $597,000
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $225 - $271	2 Added 0.03%	5,726 $644,000
Q1 2022 May 09, 2022	SELL	$128.3 - $168.44 $7,698 - $10,106	-60 Reduced 1.04%	5,724 $780,000
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $5,849 - $6,527	-38 Reduced 0.65%	5,784 $915,000
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $7,789 - $8,849	53 Added 0.92%	5,822 $953,000
Q2 2021 Jul 22, 2021	SELL	$147.37 - $166.44 $89,748 - $101,361	-609 Reduced 9.55%	5,769 $897,000
Q1 2021 Apr 14, 2021	BUY	$125.65 - $157.65 $60,312 - $75,672	480 Added 8.14%	6,378 $970,000
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $53,965 - $71,032	-559 Reduced 8.66%	5,898 $749,000
Q3 2020 Oct 21, 2020	SELL	$91.28 - $103.82 $113,734 - $129,359	-1,246 Reduced 16.18%	6,457 $621,000
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $42,099 - $56,838	501 Added 6.96%	7,703 $724,000
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $173,866 - $310,398	2,200 Added 43.98%	7,202 $648,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $27,955 - $34,850	-250 Reduced 4.76%	5,002 $697,000
Q3 2019 Nov 05, 2019	SELL	$104.8 - $120.23 $10,480 - $12,023	-100 Reduced 1.87%	5,252 $618,000
Q3 2018 Nov 01, 2018	BUY	$103.61 - $118.63 $10,361 - $11,863	100 Added 1.9%	5,352 $603,000
Q2 2018 Jul 30, 2018	BUY	$103.24 - $114.29 $67,106 - $74,288	650 Added 14.12%	5,252 $547,000
Q1 2018 May 01, 2018	BUY	$107.01 - $118.77 $78,759 - $87,414	736 Added 19.04%	4,602 $506,000
Q4 2017 Feb 01, 2018	SELL	$95.86 - $107.83 $89,724 - $100,928	-936 Reduced 19.49%	3,866 $413,000
Q3 2017 Nov 01, 2017	BUY	$88.42 - $95.51 $424,592 - $458,639	4,802	4,802 $458,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Wealth Trust Axiom LLC Jpmorgan Chase & CO Transaction History