Ascent Wealth Partners, LLC Jpmorgan Chase & CO Transaction History

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 51,029 shares of JPM stock, worth $12.3 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
51,029
Previous 51,640 1.18%
Holding current value
$12.3 Million
Previous $10.4 Million 2.98%
% of portfolio
1.51%
Previous 1.53%

Shares

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

Oct 31, 2024
SELL
$194.9 - $224.8 $119,083 - $137,352
-611 Reduced 1.18%
51,029 $10.8 Million
Q2 2024

Jul 31, 2024
SELL
$180.08 - $204.79 $90,580 - $103,009
-503 Reduced 0.96%
51,640 $10.4 Million
Q1 2024

May 01, 2024
BUY
$167.09 - $200.3 $55,640 - $66,699
333 Added 0.64%
52,143 $10.4 Million
Q4 2023

Jan 22, 2024
BUY
$135.69 - $170.3 $44,913 - $56,369
331 Added 0.64%
51,810 $8.81 Million
Q3 2023

Oct 20, 2023
SELL
$143.21 - $158.0 $153,664 - $169,534
-1,073 Reduced 2.04%
51,479 $7.47 Million
Q2 2023

Aug 04, 2023
BUY
$127.47 - $145.44 $601,913 - $686,767
4,722 Added 9.87%
52,552 $7.64 Million
Q1 2023

Apr 25, 2023
BUY
$124.91 - $143.8 $123,411 - $142,074
988 Added 2.11%
47,830 $6.23 Million
Q4 2022

Feb 02, 2023
SELL
$101.96 - $137.84 $51,897 - $70,160
-509 Reduced 1.07%
46,842 $6.28 Million
Q3 2022

Nov 14, 2022
SELL
$20.73 - $120.58 $83,832 - $487,625
-4,044 Reduced 7.87%
47,351 $4.95 Million
Q2 2022

Aug 10, 2022
SELL
$112.61 - $135.91 $5.85 Million - $7.06 Million
-51,968 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$128.3 - $168.44 $251,852 - $330,647
1,963 Added 3.93%
51,968 $7.09 Million
Q4 2021

Jan 27, 2022
SELL
$153.94 - $171.78 $298,027 - $332,566
-1,936 Reduced 3.73%
50,005 $7.92 Million
Q3 2021

Nov 01, 2021
SELL
$146.97 - $166.98 $30,275 - $34,397
-206 Reduced 0.4%
51,941 $8.5 Million
Q2 2021

Jul 30, 2021
SELL
$147.37 - $166.44 $50,990 - $57,588
-346 Reduced 0.66%
52,147 $8.11 Million
Q1 2021

Apr 26, 2021
BUY
$125.65 - $157.65 $115,221 - $144,565
917 Added 1.78%
52,493 $7.99 Million
Q4 2020

Feb 02, 2021
SELL
$96.54 - $127.07 $27,513 - $36,214
-285 Reduced 0.55%
51,576 $6.55 Million
Q3 2020

Oct 22, 2020
BUY
$91.28 - $103.82 $90,823 - $103,300
995 Added 1.96%
51,861 $4.99 Million
Q2 2020

Jul 21, 2020
BUY
$84.03 - $113.45 $138,733 - $187,305
1,651 Added 3.35%
50,866 $4.79 Million
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $20,705 - $36,965
-262 Reduced 0.53%
49,215 $4.43 Million
Q4 2019

Jan 29, 2020
SELL
$111.82 - $139.4 $59,823 - $74,579
-535 Reduced 1.07%
49,477 $6.9 Million
Q3 2019

Oct 22, 2019
SELL
$104.8 - $120.23 $10,899 - $12,503
-104 Reduced 0.21%
50,012 $5.89 Million
Q2 2019

Jul 30, 2019
BUY
$104.64 - $116.12 $95,013 - $105,436
908 Added 1.85%
50,116 $5.61 Million
Q1 2019

May 13, 2019
BUY
$97.11 - $107.19 $238,210 - $262,937
2,453 Added 5.25%
49,208 $4.98 Million
Q4 2018

Feb 13, 2019
SELL
$92.14 - $115.32 $49,110 - $61,465
-533 Reduced 1.13%
46,755 $4.56 Million
Q3 2018

Aug 21, 2019
BUY
$103.61 - $118.63 $88,379 - $101,191
853 Added 1.84%
47,288 $5.34 Million
Q2 2018

Aug 21, 2019
BUY
$103.24 - $114.29 $31,384 - $34,744
304 Added 0.66%
46,435 $4.84 Million
Q1 2018

Aug 21, 2019
BUY
$107.01 - $118.77 $67,416 - $74,825
630 Added 1.38%
46,131 $5.07 Million
Q4 2017

Aug 21, 2019
BUY
$95.86 - $107.83 $23,677 - $26,634
247 Added 0.55%
45,501 $4.87 Million
Q3 2017

Aug 21, 2019
BUY
$88.42 - $95.51 $49,957 - $53,963
565 Added 1.26%
45,254 $4.32 Million
Q2 2017

Aug 21, 2019
BUY
N/A
950 Added 2.17%
44,689 $4.09 Million
Q1 2017

Aug 21, 2019
BUY
N/A
385 Added 0.89%
43,739 $3.84 Million
Q4 2016

Aug 21, 2019
SELL
N/A
-592 Reduced 1.35%
43,354 $3.74 Million
Q3 2016

Aug 21, 2019
BUY
N/A
505 Added 1.16%
43,946 $2.93 Million
Q2 2016

Aug 21, 2019
SELL
N/A
-448 Reduced 1.02%
43,441 $2.7 Million
Q1 2016

Aug 21, 2019
BUY
N/A
673 Added 1.56%
43,889 $2.6 Million
Q4 2015

Aug 21, 2019
BUY
N/A
2,925 Added 7.26%
43,216 $2.85 Million
Q3 2015

Aug 21, 2019
BUY
N/A
406 Added 1.02%
40,291 $2.46 Million
Q2 2015

Aug 21, 2019
BUY
N/A
270 Added 0.68%
39,885 $2.7 Million
Q1 2015

Aug 21, 2019
BUY
N/A
1,095 Added 2.84%
39,615 $2.4 Million
Q4 2014

Aug 21, 2019
BUY
N/A
1,715 Added 4.66%
38,520 $2.41 Million
Q3 2014

Aug 21, 2019
BUY
N/A
55 Added 0.15%
36,805 $2.22 Million
Q2 2014

Aug 21, 2019
SELL
N/A
-390 Reduced 1.05%
36,750 $2.12 Million
Q1 2014

Aug 22, 2019
BUY
N/A
425 Added 1.16%
37,140 $2.26 Million
Q4 2013

Aug 22, 2019
BUY
N/A
36,715
36,715 $2.15 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • 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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