A detailed history of Alliance Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 4,960 shares of JPM stock, worth $1.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
4,960
Previous 4,899 1.25%
Holding current value
$1.1 Million
Previous $990,000 5.56%
% of portfolio
0.58%
Previous 0.62%

Shares

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

Oct 16, 2024

BUY
$194.9 - $224.8 $11,888 - $13,712
61 Added 1.25%
4,960 $1.05 Million
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $3,061 - $3,481
-17 Reduced 0.35%
4,899 $990,000
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $14,871 - $17,826
89 Added 1.84%
4,916 $984,000
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $21,846 - $27,418
-161 Reduced 3.23%
4,827 $821,000
Q3 2023

Oct 11, 2023

SELL
$143.21 - $158.0 $26,637 - $29,388
-186 Reduced 3.59%
4,988 $723,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $26,386 - $30,106
207 Added 4.17%
5,174 $752,000
Q1 2023

Apr 06, 2023

BUY
$124.91 - $143.8 $16,987 - $19,556
136 Added 2.82%
4,967 $647,000
Q4 2022

Jan 23, 2023

SELL
$101.96 - $137.84 $34,462 - $46,589
-338 Reduced 6.54%
4,831 $0
Q3 2022

Oct 11, 2022

SELL
$20.73 - $120.58 $2,985 - $17,363
-144 Reduced 2.71%
5,169 $540,000
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $276,907 - $334,202
2,459 Added 86.16%
5,313 $598,000
Q1 2022

Apr 12, 2022

SELL
$128.3 - $168.44 $39,901 - $52,384
-311 Reduced 9.83%
2,854 $389,000
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $9,544 - $10,650
-62 Reduced 1.92%
3,165 $501,000
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $33,509 - $38,071
228 Added 7.6%
3,227 $528,000
Q2 2021

Jul 27, 2021

BUY
$147.37 - $166.44 $2,800 - $3,162
19 Added 0.64%
2,999 $466,000
Q1 2021

Apr 14, 2021

SELL
$125.65 - $157.65 $125 - $157
-1 Reduced 0.03%
2,980 $454,000
Q4 2020

Mar 09, 2021

BUY
$96.54 - $127.07 $287,785 - $378,795
2,981 New
2,981 $379,000

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 $651B
  • 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
Track This Portfolio

Track Alliance Wealth Advisors, LLC Portfolio

Follow Alliance Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC with notifications on news.