A detailed history of Aspen Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 7,850 shares of JPM stock, worth $1.76 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
7,850
Previous 8,255 4.91%
Holding current value
$1.76 Million
Previous $1.79 Billion 7.54%
% of portfolio
1.07%
Previous 1.24%

Shares

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

Oct 28, 2024

SELL
$194.9 - $224.8 $78,934 - $91,044
-405 Reduced 4.91%
7,850 $1.66 Billion
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $9,004 - $10,239
-50 Reduced 0.6%
8,255 $1.79 Billion
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $249,465 - $299,047
-1,493 Reduced 15.24%
8,305 $1.66 Billion
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $3,256 - $4,087
-24 Reduced 0.24%
9,798 $1.67 Billion
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $24,632 - $27,176
172 Added 1.78%
9,822 $1.42 Billion
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $57,106 - $65,157
448 Added 4.87%
9,650 $1.4 Billion
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $1.15 Million - $1.32 Million
9,202 New
9,202 $1.2 Billion
Q4 2022

May 15, 2023

BUY
$101.96 - $137.84 $10,399 - $14,059
102 Added 1.11%
9,304 $1.25 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 $659B
  • 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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