A detailed history of Wespac Advisors So Cal, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 44,801 shares of JPM stock, worth $11.2 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
44,801
Previous 45,105 0.67%
Holding current value
$11.2 Million
Previous $9.12 Million 3.52%
% of portfolio
2.22%
Previous 2.34%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$194.9 - $224.8 $59,249 - $68,339
-304 Reduced 0.67%
44,801 $9.44 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $199,708 - $227,112
-1,109 Reduced 2.4%
45,105 $9.12 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $131,165 - $157,235
-785 Reduced 1.67%
46,214 $9.26 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $96,339 - $120,913
710 Added 1.53%
46,999 $7.99 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $35,372 - $39,026
247 Added 0.54%
46,289 $6.71 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $26,896 - $30,687
211 Added 0.46%
46,042 $6.7 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $27,230 - $31,348
218 Added 0.48%
45,831 $5.97 Million
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $35,074 - $47,416
344 Added 0.76%
45,613 $0
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $938,426 - $5.46 Million
45,269 New
45,269 $5.7 Million
Q1 2020

Apr 30, 2020

SELL
$79.03 - $141.09 $4.4 Million - $7.86 Million
-55,681 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $268,144 - $334,281
-2,398 Reduced 4.13%
55,681 $7.76 Million
Q3 2019

Oct 17, 2019

BUY
$104.8 - $120.23 $12,576 - $14,427
120 Added 0.21%
58,079 $6.84 Million
Q2 2019

Jul 30, 2019

BUY
$104.64 - $116.12 $562,963 - $624,725
5,380 Added 10.23%
57,959 $6.48 Million
Q1 2019

May 02, 2019

BUY
$97.11 - $107.19 $32,143 - $35,479
331 Added 0.63%
52,579 $5.32 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $82,833 - $103,672
899 Added 1.75%
52,248 $5.1 Million
Q3 2018

Oct 22, 2018

SELL
$103.61 - $118.63 $18,131 - $20,760
-175 Reduced 0.34%
51,349 $5.79 Million
Q2 2018

Aug 03, 2018

BUY
$103.24 - $114.29 $36,134 - $40,001
350 Added 0.68%
51,524 $5.37 Million
Q1 2018

Apr 16, 2018

BUY
$107.01 - $118.77 $104,334 - $115,800
975 Added 1.94%
51,174 $5.63 Million
Q4 2017

Feb 13, 2018

BUY
$95.86 - $107.83 $5,751 - $6,469
60 Added 0.12%
50,199 $5.37 Million
Q3 2017

Nov 03, 2017

SELL
$88.42 - $95.51 $143,682 - $155,203
-1,625 Reduced 3.14%
50,139 $4.79 Million
Q2 2017

Aug 11, 2017

BUY
N/A
51,764
51,764 $4.73 Million

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 $733B
  • 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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