A detailed history of West End Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, West End Advisors, LLC holds 67 shares of JPM stock, worth $13,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Previous 56 19.64%
Holding current value
$13,551
Previous $9,000 44.44%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $1,837 - $2,203
11 Added 19.64%
67 $13,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $2,306 - $2,895
-17 Reduced 23.29%
56 $9,000
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $10,454 - $11,534
73 New
73 $10,000
Q1 2023

Apr 28, 2023

SELL
$124.91 - $143.8 $134,528 - $154,872
-1,077 Reduced 90.2%
117 $15,000
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $1,121 - $1,516
-11 Reduced 0.91%
1,194 $160,000
Q3 2022

Oct 27, 2022

SELL
$20.73 - $120.58 $6.46 Million - $37.6 Million
-311,571 Reduced 99.61%
1,205 $126,000
Q2 2022

Jul 28, 2022

SELL
$112.61 - $135.91 $626,674 - $756,339
-5,565 Reduced 1.75%
312,776 $35.2 Billion
Q1 2022

Apr 26, 2022

BUY
$128.3 - $168.44 $5.77 Million - $7.58 Million
44,976 Added 16.45%
318,341 $43.4 Billion
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $447,503 - $499,364
2,907 Added 1.07%
273,365 $43.3 Billion
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $345,379 - $392,403
2,350 Added 0.88%
270,458 $44.3 Billion
Q2 2021

Jul 15, 2021

SELL
$147.37 - $166.44 $2.98 Million - $3.36 Million
-20,196 Reduced 7.01%
268,108 $41.7 Billion
Q1 2021

Apr 27, 2021

SELL
$125.65 - $157.65 $4.63 Million - $5.81 Million
-36,831 Reduced 11.33%
288,304 $43.9 Billion
Q4 2020

Jan 28, 2021

SELL
$96.54 - $127.07 $1.14 Million - $1.5 Million
-11,788 Reduced 3.5%
325,135 $41.3 Billion
Q3 2020

Oct 22, 2020

BUY
$91.28 - $103.82 $2.42 Million - $2.76 Million
26,538 Added 8.55%
336,923 $32.4 Billion
Q2 2020

Jul 22, 2020

BUY
$84.03 - $113.45 $600,562 - $810,827
7,147 Added 2.36%
310,385 $29.2 Billion
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $24 Million - $42.8 Million
303,176 Added 488993.56%
303,238 $27.3 Billion
Q3 2019

Nov 07, 2019

SELL
$104.8 - $120.23 $165,060 - $189,362
-1,575 Reduced 96.21%
62 $7.3 Million
Q2 2019

Jul 23, 2019

SELL
$104.64 - $116.12 $35.6 Million - $39.5 Million
-339,864 Reduced 99.52%
1,637 $183 Million
Q1 2019

May 03, 2019

BUY
$97.11 - $107.19 $1.92 Million - $2.12 Million
19,782 Added 6.15%
341,501 $34.6 Billion
Q4 2018

Jan 30, 2019

SELL
$92.14 - $115.32 $1.44 Million - $1.8 Million
-15,643 Reduced 4.64%
321,719 $31.4 Billion
Q3 2018

Nov 07, 2018

SELL
$103.61 - $118.63 $716,359 - $820,207
-6,914 Reduced 2.01%
337,362 $38.1 Billion
Q2 2018

Jul 26, 2018

SELL
$103.24 - $114.29 $8.36 Million - $9.26 Million
-81,008 Reduced 19.05%
344,276 $35.9 Billion
Q1 2018

May 08, 2018

SELL
$107.01 - $118.77 $2.78 Million - $3.09 Million
-26,021 Reduced 5.77%
425,284 $46.8 Billion
Q4 2017

Feb 02, 2018

SELL
$95.86 - $107.83 $7.65 Million - $8.6 Million
-79,799 Reduced 15.03%
451,305 $48.3 Billion
Q3 2017

Nov 03, 2017

SELL
$88.42 - $95.51 $4.45 Million - $4.81 Million
-50,338 Reduced 8.66%
531,104 $50.7 Billion
Q2 2017

Aug 09, 2017

BUY
N/A
581,442
581,442 $53.1 Billion

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 $593B
  • 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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