Clarity Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Clarity Wealth Advisors, LLC

  • $341 Million
  • Q3 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 32,633 shares of JPM stock, worth $7.24 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
32,633
Previous 31,705 2.93%
Holding current value
$7.24 Million
Previous $6.41 Million 7.27%
% of portfolio
2.01%
Previous 2.08%

Shares

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

Oct 18, 2024
BUY
$194.9 - $224.8 $180,867 - $208,614
928 Added 2.93%
32,633 $6.88 Million
Q2 2024

Jul 17, 2024
SELL
$180.08 - $204.79 $249,410 - $283,634
-1,385 Reduced 4.19%
31,705 $6.41 Million
Q1 2024

Apr 17, 2024
BUY
$167.09 - $200.3 $57,144 - $68,502
342 Added 1.04%
33,090 $6.63 Million
Q4 2023

Jan 10, 2024
BUY
$135.69 - $170.3 $337,868 - $424,047
2,490 Added 8.23%
32,748 $5.57 Million
Q3 2023

Nov 06, 2023
BUY
$143.21 - $158.0 $339,550 - $374,618
2,371 Added 8.5%
30,258 $4.39 Million
Q2 2023

Jul 28, 2023
BUY
$127.47 - $145.44 $179,605 - $204,924
1,409 Added 5.32%
27,887 $4.06 Million
Q1 2023

May 10, 2023
BUY
$124.91 - $143.8 $143,521 - $165,226
1,149 Added 4.54%
26,478 $3.45 Million
Q4 2022

Feb 06, 2023
BUY
$101.96 - $137.84 $26,407 - $35,700
259 Added 1.03%
25,329 $3.4 Million
Q3 2022

Nov 01, 2022
BUY
$20.73 - $120.58 $49,814 - $289,753
2,403 Added 10.6%
25,070 $2.62 Million
Q2 2022

Jul 19, 2022
BUY
$112.61 - $135.91 $188,058 - $226,969
1,670 Added 7.95%
22,667 $2.55 Million
Q1 2022

May 02, 2022
BUY
$128.3 - $168.44 $249,415 - $327,447
1,944 Added 10.2%
20,997 $2.86 Million
Q4 2021

Jan 25, 2022
BUY
$153.94 - $171.78 $293,717 - $327,756
1,908 Added 11.13%
19,053 $3.02 Million
Q3 2021

Oct 20, 2021
BUY
$146.97 - $166.98 $261,606 - $297,224
1,780 Added 11.58%
17,145 $2.81 Million
Q2 2021

Aug 12, 2021
BUY
$147.37 - $166.44 $201,896 - $228,022
1,370 Added 9.79%
15,365 $2.39 Million
Q1 2021

Apr 28, 2021
SELL
$125.65 - $157.65 $87,703 - $110,039
-698 Reduced 4.75%
13,995 $2.13 Million
Q4 2020

Feb 04, 2021
BUY
$96.54 - $127.07 $83,314 - $109,661
863 Added 6.24%
14,693 $1.87 Million
Q3 2020

Oct 13, 2020
BUY
$91.28 - $103.82 $27,749 - $31,561
304 Added 2.25%
13,830 $1.33 Million
Q2 2020

Aug 04, 2020
BUY
$84.03 - $113.45 $904,835 - $1.22 Million
10,768 Added 390.43%
13,526 $1.27 Million
Q1 2020

Apr 29, 2020
BUY
$79.03 - $141.09 $1,580 - $2,821
20 Added 0.73%
2,758 $248,000
Q4 2019

Feb 10, 2020
BUY
$111.82 - $139.4 $306,163 - $381,677
2,738 New
2,738 $381,000

Others Institutions Holding JPM

# of Institutions
4,556
Shares Held
2.02B
Call Options Held
26.1M
Put Options Held
29M
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 $651B
  • 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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