A detailed history of Altus Wealth Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Altus Wealth Group LLC holds 7,695 shares of JPM stock, worth $1.86 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
7,695
Previous 7,027 9.51%
Holding current value
$1.86 Million
Previous $1.42 Million 14.07%
% of portfolio
0.71%
Previous 0.72%

Shares

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

Oct 22, 2024

BUY
$194.9 - $224.8 $130,193 - $150,166
668 Added 9.51%
7,695 $1.62 Million
Q2 2024

Aug 05, 2024

SELL
$180.08 - $204.79 $79,595 - $90,517
-442 Reduced 5.92%
7,027 $1.42 Million
Q1 2024

May 02, 2024

SELL
$167.09 - $200.3 $9,357 - $11,216
-56 Reduced 0.74%
7,469 $1.5 Million
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $11,262 - $14,134
83 Added 1.12%
7,525 $1.28 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $23,343 - $25,754
-163 Reduced 2.14%
7,442 $1.08 Million
Q2 2023

Aug 03, 2023

BUY
$127.47 - $145.44 $5,226 - $5,963
41 Added 0.54%
7,605 $1.11 Million
Q1 2023

May 01, 2023

SELL
$124.91 - $143.8 $13,115 - $15,099
-105 Reduced 1.37%
7,564 $985,000
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $141,520 - $191,321
1,388 Added 22.1%
7,669 $0
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $9,909 - $11,960
88 Added 1.42%
6,281 $1.03 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $17,577 - $23,076
-137 Reduced 2.16%
6,193 $844,000
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $7,543 - $8,417
49 Added 0.78%
6,330 $1 Million
Q3 2021

Nov 08, 2021

BUY
$146.97 - $166.98 $57,318 - $65,122
390 Added 6.62%
6,281 $1.03 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $442 - $499
-3 Reduced 0.05%
5,891 $917,000
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $50,636 - $63,532
403 Added 7.34%
5,894 $917,000
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $530,101 - $697,741
5,491 New
5,491 $697,000

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 $711B
  • 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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