Aurora Private Wealth, Inc. Jpmorgan Chase & CO Transaction History

Aurora Private Wealth, Inc.

$127 Million
Q3 2024

A detailed history of Aurora Private Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aurora Private Wealth, Inc. holds 4,938 shares of JPM stock, worth $1.18 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

4,938

Previous 4,927 0.22%

Holding current value

$1.18 Million

Previous $997,000 4.41%

% of portfolio

0.82%

Previous 0.87%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $2,143 - $2,472	11 Added 0.22%	4,938 $1.04 Million
Q2 2024 Jul 17, 2024	SELL	$180.08 - $204.79 $172,156 - $195,779	-956 Reduced 16.25%	4,927 $997,000
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $22,390 - $26,840	-134 Reduced 2.23%	5,883 $1.17 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $2,985 - $3,746	22 Added 0.37%	6,017 $1.02 Million
Q3 2023 Oct 18, 2023	SELL	$143.21 - $158.0 $72,464 - $79,948	-506 Reduced 7.78%	5,995 $869,000
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $15,296 - $17,452	-120 Reduced 1.81%	6,501 $945,000
Q1 2023 Apr 06, 2023	BUY	$124.91 - $143.8 $95,181 - $109,575	762 Added 13.01%	6,621 $863,000
Q4 2022 Jan 13, 2023	SELL	$101.96 - $137.84 $106,344 - $143,767	-1,043 Reduced 15.11%	5,859 $786,000
Q3 2022 Oct 12, 2022	SELL	$20.73 - $120.58 $189,016 - $1.1 Million	-9,118 Reduced 56.92%	6,902 $721,000
Q2 2022 Jul 21, 2022	BUY	$112.61 - $135.91 $1.14 Million - $1.37 Million	10,103 Added 170.75%	16,020 $675,000
Q2 2022 Jul 21, 2022	SELL	$112.61 - $135.91 $1.12 Million - $1.35 Million	-9,934 Reduced 62.01%	6,086 $685,000
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $33,742 - $44,299	263 Added 4.65%	5,917 $807,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $18,780 - $20,957	122 Added 2.21%	5,654 $895,000
Q3 2021 Nov 08, 2021	BUY	$146.97 - $166.98 $49,087 - $55,771	334 Added 6.43%	5,532 $906,000
Q2 2021 Jul 13, 2021	BUY	$147.37 - $166.44 $3,831 - $4,327	26 Added 0.5%	5,198 $809,000
Q1 2021 Apr 19, 2021	SELL	$125.65 - $157.65 $135,953 - $170,577	-1,082 Reduced 17.3%	5,172 $787,000
Q4 2020 Jan 15, 2021	BUY	$96.54 - $127.07 $8,109 - $10,673	84 Added 1.36%	6,254 $795,000
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $3,286 - $3,737	36 Added 0.59%	6,170 $594,000
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $333,683 - $450,509	-3,971 Reduced 39.3%	6,134 $577,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $326,710 - $583,266	4,134 Added 69.23%	10,105 $910,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $667,677 - $832,357	5,971 New	5,971 $265,000

Others Institutions Holding JPM

# of Institutions

4,620

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $704B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Aurora Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aurora Private Wealth, Inc. with notifications on news.

Account

Aurora Private Wealth, Inc. Jpmorgan Chase & CO Transaction History