Burt Wealth Advisors Jpmorgan Chase & CO Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Burt Wealth Advisors holds 5,429 shares of JPM stock, worth $1.32 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,429

Previous 5,487 1.06%

Holding current value

$1.32 Million

Previous $1.11 Million 3.16%

% of portfolio

0.29%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $11,304 - $13,038	-58 Reduced 1.06%	5,429 $1.14 Million
Q2 2024 Jul 16, 2024	SELL	$180.08 - $204.79 $31,333 - $35,633	-174 Reduced 3.07%	5,487 $1.11 Million
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $39,266 - $47,070	235 Added 4.33%	5,661 $1.13 Million
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $23,964 - $27,342	-188 Reduced 3.35%	5,426 $789,000
Q1 2023 Apr 13, 2023	BUY	$124.91 - $143.8 $5,371 - $6,183	43 Added 0.77%	5,614 $731,000
Q4 2022 Jan 17, 2023	BUY	$101.96 - $137.84 $11,623 - $15,713	114 Added 2.09%	5,571 $747,000
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $1,243 - $7,234	60 Added 1.11%	5,457 $570,000
Q3 2021 Oct 06, 2021	BUY	$146.97 - $166.98 $1,469 - $1,669	10 Added 0.19%	5,397 $883,000
Q1 2021 Apr 15, 2021	SELL	$125.65 - $157.65 $753 - $945	-6 Reduced 0.11%	5,387 $820,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $2,008 - $2,284	-22 Reduced 0.41%	5,393 $519,000
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $106,550 - $143,854	1,268 Added 30.58%	5,415 $509,000
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $7,507 - $13,403	95 Added 2.34%	4,147 $373,000
Q4 2019 Jan 29, 2020	SELL	$111.82 - $139.4 $10,399 - $12,964	-93 Reduced 2.24%	4,052 $565,000
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $4,185 - $4,644	-40 Reduced 0.96%	4,145 $463,000
Q1 2019 Apr 24, 2019	BUY	$97.11 - $107.19 $3,884 - $4,287	40 Added 0.97%	4,185 $424,000
Q3 2018 Oct 30, 2018	SELL	$103.61 - $118.63 $63,202 - $72,364	-610 Reduced 12.83%	4,145 $468,000
Q2 2018 Jul 27, 2018	SELL	$103.24 - $114.29 $7,743 - $8,571	-75 Reduced 1.55%	4,755 $495,000
Q1 2018 Apr 24, 2018	SELL	$107.01 - $118.77 $22,044 - $24,466	-206 Reduced 4.09%	4,830 $531,000
Q4 2017 Jan 30, 2018	BUY	$95.86 - $107.83 $34,222 - $38,495	357 Added 7.63%	5,036 $539,000
Q3 2017 Nov 09, 2017	BUY	$88.42 - $95.51 $30,328 - $32,759	343 Added 7.91%	4,679 $447,000
Q2 2017 Aug 07, 2017	BUY	N/A	4,336	4,336 $396,000

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

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Jpmorgan Chase & CO Transaction History