Wills Financial Group, Inc. Jpmorgan Chase & CO Transaction History

Wills Financial Group, Inc.

$202 Million
Q1 2024

A detailed history of Wills Financial Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wills Financial Group, Inc. holds 15,655 shares of JPM stock, worth $3.25 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

15,655

Previous 14,558 7.54%

Holding current value

$3.25 Million

Previous $2.48 Million 26.62%

% of portfolio

1.55%

Previous 1.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $183,297 - $219,729	1,097 Added 7.54%	15,655 $3.14 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $1.03 Million - $1.3 Million	7,611 Added 109.56%	14,558 $2.48 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $143 - $158	1 Added 0.01%	6,947 $1.01 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $6,500 - $7,417	51 Added 0.74%	6,946 $1.01 Million
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $136,401 - $157,029	1,092 Added 18.82%	6,895 $898,000

Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $25,286 - $34,184	-248 Reduced 4.1%	5,803 $778,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $38,516 - $224,037	1,858 Added 44.31%	6,051 $632,000
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $205,513 - $248,035	1,825 Added 77.07%	4,193 $472,000
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $13,728 - $18,023	107 Added 4.73%	2,368 $323,000
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $5,157 - $5,825	35 Added 1.57%	2,261 $351,000
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $3,895 - $4,887	31 Added 1.41%	2,226 $338,000
Q4 2020 Feb 17, 2021	BUY	$96.54 - $127.07 $211,905 - $278,918	2,195 New	2,195 $278,000
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $1.28 Million - $1.42 Million	-12,193 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $108,277 - $119,516	-1,115 Reduced 8.38%	12,193 $1.23 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $393,898 - $492,992	-4,275 Reduced 24.31%	13,308 $1.3 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $54,717 - $60,573	530 Added 3.11%	17,583 $1.83 Million
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $1.82 Million - $2.03 Million	17,053 New	17,053 $1.88 Million

Others Institutions Holding JPM

# of Institutions

4,429

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $609B
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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Wills Financial Group, Inc. Jpmorgan Chase & CO Transaction History