A detailed history of Atlas Private Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Atlas Private Wealth Management holds 29,624 shares of JPM stock, worth $7.18 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
29,624
Previous 28,906 2.48%
Holding current value
$7.18 Million
Previous $4.92 Million 20.69%
% of portfolio
2.61%
Previous 2.43%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $119,970 - $143,815
718 Added 2.48%
29,624 $5.93 Million
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $186,030 - $233,481
1,371 Added 4.98%
28,906 $4.92 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $61,437 - $67,782
429 Added 1.58%
27,535 $3.99 Million
Q2 2023

Jul 13, 2023

BUY
$127.47 - $145.44 $361,249 - $412,176
2,834 Added 11.68%
27,106 $3.94 Million
Q1 2023

Apr 26, 2023

BUY
$124.91 - $143.8 $120,787 - $139,054
967 Added 4.15%
24,272 $3.16 Million
Q4 2022

Jan 18, 2023

BUY
$101.96 - $137.84 $159,669 - $215,857
1,566 Added 7.2%
23,305 $0
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $14,428 - $83,923
696 Added 3.31%
21,739 $2.27 Million
Q2 2022

Jul 19, 2022

SELL
$112.61 - $135.91 $193,576 - $233,629
-1,719 Reduced 7.55%
21,043 $2.37 Million
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $123,039 - $161,533
959 Added 4.4%
22,762 $3.1 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $398,550 - $444,738
2,589 Added 13.47%
21,803 $3.45 Million
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $57,171 - $64,955
389 Added 2.07%
19,214 $3.15 Million
Q2 2021

Aug 05, 2021

BUY
$147.37 - $166.44 $185,833 - $209,880
1,261 Added 7.18%
18,825 $2.93 Million
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $251 - $315
2 Added 0.01%
17,564 $2.67 Million
Q4 2020

Jan 27, 2021

SELL
$96.54 - $127.07 $3,668 - $4,828
-38 Reduced 0.22%
17,562 $2.23 Million
Q3 2020

Nov 05, 2020

BUY
$91.28 - $103.82 $135,642 - $154,276
1,486 Added 9.22%
17,600 $1.69 Million
Q2 2020

Aug 04, 2020

BUY
$84.03 - $113.45 $8,907 - $12,025
106 Added 0.66%
16,114 $1.52 Million
Q1 2020

May 12, 2020

BUY
$79.03 - $141.09 $152,606 - $272,444
1,931 Added 13.72%
16,008 $1.44 Million
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $1.57 Million - $1.96 Million
14,077 New
14,077 $1.96 Million

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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