A detailed history of Capital Advisors Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,478 shares of JPM stock, worth $2.05 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,478
Previous 6,448 31.48%
Holding current value
$2.05 Million
Previous $1.3 Million 36.96%
% of portfolio
0.33%
Previous 0.26%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $395,647 - $456,344
2,030 Added 31.48%
8,478 $1.79 Million
Q2 2024

Jul 16, 2024

BUY
$180.08 - $204.79 $263,817 - $300,017
1,465 Added 29.4%
6,448 $1.3 Million
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $40,769 - $48,873
244 Added 5.15%
4,983 $998,000
Q4 2023

Jan 08, 2024

BUY
$135.69 - $170.3 $41,521 - $52,111
306 Added 6.9%
4,739 $806,000
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $36,804 - $40,606
257 Added 6.15%
4,433 $642,000
Q2 2023

Jul 11, 2023

BUY
$127.47 - $145.44 $89,229 - $101,808
700 Added 20.14%
4,176 $607,000
Q1 2023

Apr 14, 2023

SELL
$124.91 - $143.8 $8,244 - $9,490
-66 Reduced 1.86%
3,476 $452,000
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $51,081 - $69,057
501 Added 16.47%
3,542 $475,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $2,653 - $15,434
-128 Reduced 4.04%
3,041 $318,000
Q2 2022

Aug 04, 2022

SELL
$112.61 - $135.91 $13,625 - $16,445
-121 Reduced 3.68%
3,169 $357,000
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $79,161 - $103,927
617 Added 23.08%
3,290 $448,000
Q4 2021

Feb 04, 2022

SELL
$153.94 - $171.78 $25,861 - $28,859
-168 Reduced 5.91%
2,673 $423,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $40,416 - $45,919
275 Added 10.72%
2,841 $465,000
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $31,242 - $35,285
212 Added 9.01%
2,566 $399,000
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $295,780 - $371,108
2,354 New
2,354 $358,000

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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