West Paces Advisors Inc. Jpmorgan Chase & CO Transaction History

West Paces Advisors Inc.

$439 Billion
Q1 2025

A detailed history of West Paces Advisors Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West Paces Advisors Inc. holds 11,306 shares of JPM stock, worth $2.96 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

11,306

Previous 11,200 0.95%

Holding current value

$2.96 Million

Previous $2.68 Billion 3.3%

% of portfolio

0.63%

Previous 0.66%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$225.19 - $279.95 $23,870 - $29,674	106 Added 0.95%	11,306 $2.77 Billion
Q4 2024 Feb 14, 2025	SELL	$205.18 - $250.29 $39,804 - $48,556	-194 Reduced 1.7%	11,200 $2.68 Billion
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $106,220 - $122,516	545 Added 5.02%	11,394 $2.4 Billion
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $99,224 - $112,839	551 Added 5.35%	10,849 $2.19 Billion
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $258,822 - $310,264	1,549 Added 17.7%	10,298 $2.06 Billion
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $3,935 - $4,938	29 Added 0.33%	8,749 $1.49 Billion
Q3 2023 Dec 18, 2023	SELL	$143.21 - $158.0 $117,575 - $129,718	-821 Reduced 8.6%	8,720 $1.26 Billion
Q2 2023 Dec 18, 2023	BUY	$127.47 - $145.44 $8,285 - $9,453	65 Added 0.69%	9,541 $1.39 Billion
Q1 2023 Dec 18, 2023	SELL	$124.91 - $143.8 $22,983 - $26,459	-184 Reduced 1.9%	9,476 $1.23 Billion
Q4 2022 Dec 18, 2023	BUY	$101.96 - $137.84 $984,933 - $1.33 Million	9,660 New	9,660 $1.3 Billion
Q3 2022 Dec 18, 2023	SELL	$20.73 - $120.58 $83,852 - $487,746	-4,045 Reduced 27.0%	10,939 $1.14 Billion
Q2 2022 Dec 18, 2023	SELL	$112.61 - $135.91 $302,470 - $365,054	-2,686 Reduced 15.2%	14,984 $1.69 Billion
Q1 2022 Dec 18, 2023	BUY	$128.3 - $168.44 $1.15 Million - $1.51 Million	8,950 Added 102.64%	17,670 $2.41 Billion
Q4 2021 Dec 19, 2023	BUY	$153.94 - $171.78 $84,820 - $94,650	551 Added 3.16%	17,992 $2.85 Billion
Q3 2021 Dec 19, 2023	SELL	$146.97 - $166.98 $128,010 - $145,439	-871 Reduced 4.76%	17,441 $2.85 Billion
Q2 2021 Dec 19, 2023	SELL	$147.37 - $166.44 $48,926 - $55,258	-332 Reduced 1.78%	18,312 $2.85 Billion
Q1 2021 Dec 19, 2023	BUY	$125.65 - $157.65 $144,623 - $181,455	1,151 Added 6.58%	18,644 $2.84 Billion
Q4 2020 Dec 19, 2023	SELL	$96.54 - $127.07 $154,946 - $203,947	-1,605 Reduced 8.4%	17,493 $2.22 Billion
Q3 2020 Dec 19, 2023	SELL	$91.28 - $103.82 $13,053 - $14,846	-143 Reduced 0.74%	19,098 $1.84 Billion
Q2 2020 Dec 19, 2023	BUY	$84.03 - $113.45 $884,079 - $1.19 Million	10,521 Added 120.65%	19,241 $1.81 Billion
Q1 2020 Dec 20, 2023	SELL	$79.03 - $141.09 $337,221 - $602,031	-4,267 Reduced 18.53%	18,765 $1.69 Billion
Q4 2019 Dec 21, 2023	BUY	$111.82 - $139.4 $2,012 - $2,509	18 Added 0.08%	22,420 $3.13 Billion
Q3 2019 Dec 21, 2023	BUY	$104.8 - $120.23 $33,745 - $38,714	322 Added 1.46%	22,402 $2.64 Billion
Q2 2019 Dec 21, 2023	SELL	$104.64 - $116.12 $66,027 - $73,271	-631 Reduced 2.78%	22,080 $2.47 Billion
Q1 2019 Dec 21, 2023	BUY	$97.11 - $107.19 $10,779 - $11,898	111 Added 0.49%	22,711 $2.3 Billion
Q4 2018 Dec 21, 2023	SELL	$92.14 - $115.32 $96,009 - $120,163	-1,042 Reduced 4.41%	22,600 $2.21 Billion
Q3 2018 Dec 20, 2023	BUY	$103.61 - $118.63 $1.48 Million - $1.7 Million	14,312 Added 164.13%	23,032 $2.6 Billion
Q2 2018 Dec 21, 2023	BUY	$103.24 - $114.29 $21,577 - $23,886	209 Added 0.89%	23,642 $2.46 Billion
Q1 2018 Dec 21, 2023	SELL	$107.01 - $118.77 $39,593 - $43,944	-370 Reduced 1.55%	23,433 $2.58 Billion
Q4 2017 Dec 21, 2023	SELL	$95.86 - $107.83 $84,069 - $94,566	-877 Reduced 3.55%	23,803 $2.55 Billion
Q3 2017 Dec 21, 2023	BUY	$88.42 - $95.51 $139,438 - $150,619	1,577 Added 6.83%	24,680 $2.36 Billion
Q2 2017 Dec 21, 2023	SELL	N/A	-1,079 Reduced 4.46%	23,103 $2.11 Billion
Q1 2017 Dec 21, 2023	BUY	N/A	1,251 Added 5.46%	24,182 $2.12 Billion
Q4 2016 Dec 21, 2023	BUY	N/A	14,211	22,931 $1.98 Billion

Others Institutions Holding JPM

# of Institutions

5,186

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $768B
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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West Paces Advisors Inc. Jpmorgan Chase & CO Transaction History