Websterrogers Financial Advisors, LLC Jpmorgan Chase & CO Transaction History

Websterrogers Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $48,456 - $58,087	-290 Reduced 13.58%	1,846 $369,000
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $21,439 - $26,907	-158 Reduced 6.89%	2,136 $363,000
Q3 2023 Nov 01, 2023	BUY	$143.21 - $158.0 $2,004 - $2,212	14 Added 0.61%	2,294 $332,000
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $1,912 - $2,181	15 Added 0.66%	2,280 $331,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $1,998 - $2,300	16 Added 0.71%	2,265 $295,000
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $1,733 - $2,343	17 Added 0.76%	2,249 $301,000
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $1,844 - $10,731	89 Added 4.15%	2,232 $233,000
Q2 2022 Jul 25, 2022	SELL	$112.61 - $135.91 $5,968 - $7,203	-53 Reduced 2.41%	2,143 $241,000
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $12,573 - $16,507	98 Added 4.67%	2,196 $297,000
Q4 2021 Jan 24, 2022	SELL	$153.94 - $171.78 $42,949 - $47,926	-279 Reduced 11.74%	2,098 $332,000
Q3 2021 Oct 12, 2021	BUY	$146.97 - $166.98 $1,763 - $2,003	12 Added 0.51%	2,377 $389,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $1,768 - $1,997	12 Added 0.51%	2,365 $348,000
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $1,759 - $2,207	14 Added 0.6%	2,353 $358,000
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $225,807 - $297,216	2,339 New	2,339 $323,000

4,613

1.96B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
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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