Winning Points Advisors, LLC Jpmorgan Chase & CO Transaction History

Winning Points Advisors, LLC

$90.7 Million
Q1 2023

A detailed history of Winning Points Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Winning Points Advisors, LLC holds 23,623 shares of JPM stock, worth $4.98 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

23,623

Previous 23,623 -0.0%

Holding current value

$4.98 Million

Previous $3.17 Million 2.84%

% of portfolio

3.39%

Previous 4.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $45,882 - $62,028	450 Added 1.94%	23,623 $3.17 Million
Q3 2022 Oct 07, 2022	SELL	$20.73 - $120.58 $127,074 - $739,155	-6,130 Reduced 20.92%	23,173 $2.5 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $59,345 - $71,624	527 Added 1.83%	29,303 $3.3 Million
Q1 2022 Apr 27, 2022	SELL	$128.3 - $168.44 $244,924 - $321,551	-1,909 Reduced 6.22%	28,776 $3.92 Million
Q4 2021 Feb 16, 2022	BUY	$153.94 - $171.78 $160,867 - $179,510	1,045 Added 3.53%	30,685 $3.43 Million
Q3 2021 Nov 17, 2021	BUY	$146.97 - $166.98 $110,227 - $125,234	750 Added 2.6%	29,640 $4.84 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $545,269 - $615,828	-3,700 Reduced 11.35%	28,890 $4.5 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $87,578 - $109,882	697 Added 2.19%	32,590 $4.96 Million
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $11,295 - $14,867	-117 Reduced 0.37%	31,893 $4.05 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $43,631 - $49,625	478 Added 1.52%	32,010 $3.07 Million
Q2 2020 Aug 18, 2020	BUY	$84.03 - $113.45 $96,634 - $130,467	1,150 Added 3.79%	31,532 $2.97 Million
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $23,946 - $42,750	-303 Reduced 0.99%	30,382 $2.73 Million
Q1 2019 Nov 14, 2019	SELL	$97.11 - $107.19 $18,936 - $20,902	-195 Reduced 0.63%	30,685 $3.11 Million
Q1 2018 Nov 12, 2019	BUY	$107.01 - $118.77 $18,191 - $20,190	170 Added 0.55%	30,880 $3.34 Million
Q4 2017 Nov 12, 2019	SELL	$95.86 - $107.83 $4,793 - $5,391	-50 Reduced 0.16%	30,710 $3.29 Million
Q3 2017 Nov 12, 2019	BUY	$88.42 - $95.51 $176,840 - $191,020	2,000 Added 6.95%	30,760 $2.94 Million
Q2 2017 Nov 08, 2019	SELL	N/A	-2,000 Reduced 6.5%	28,760 $2.67 Million
Q1 2017 Nov 08, 2019	BUY	N/A	117 Added 0.38%	30,760 $2.72 Million
Q4 2016 Nov 07, 2019	BUY	N/A	30,643	30,643 $2.64 Million

Others Institutions Holding JPM

# of Institutions

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $618B
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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Winning Points Advisors, LLC Jpmorgan Chase & CO Transaction History