Concord Wealth Partners Jpmorgan Chase & CO Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Concord Wealth Partners holds 31,041 shares of JPM stock, worth $7.52 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

31,041

Previous 29,246 6.14%

Holding current value

$7.52 Million

Previous $5.92 Million 10.6%

% of portfolio

1.11%

Previous 1.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$194.9 - $224.8 $349,845 - $403,516	1,795 Added 6.14%	31,041 $6.54 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $273,541 - $311,076	1,519 Added 5.48%	29,246 $5.92 Million
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $978,813 - $1.17 Million	5,858 Added 26.79%	27,727 $5.55 Million
Q4 2023 Apr 30, 2024	BUY	$135.69 - $170.3 $333,118 - $418,086	2,455 Added 12.65%	21,869 $3.72 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $333,118 - $418,086	2,455 Added 12.65%	21,869 $3.72 Million
Q3 2023 Apr 30, 2024	SELL	$143.21 - $158.0 $351,580 - $387,890	-2,455 Reduced 11.23%	19,414 $2.82 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $351,866 - $388,206	2,457 Added 14.49%	19,414 $2.82 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $759,211 - $866,240	5,956 Added 54.14%	16,957 $2.47 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $336,757 - $387,684	2,696 Added 32.46%	11,001 $1.43 Million
Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $563,940 - $762,393	-5,531 Reduced 39.98%	8,305 $1.11 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $4,083 - $23,754	197 Added 1.44%	13,836 $1.45 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $153,825 - $185,653	1,366 Added 11.13%	13,639 $1.54 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $99,560 - $130,709	776 Added 6.75%	12,273 $1.67 Million
Q4 2021 Jan 21, 2022	BUY	$153.94 - $171.78 $1.1 Million - $1.23 Million	7,169 Added 165.64%	11,497 $1.82 Million
Q3 2021 Nov 09, 2021	SELL	$146.97 - $166.98 $782,468 - $889,001	-5,324 Reduced 55.16%	4,328 $708,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $132,927 - $150,128	902 Added 10.31%	9,652 $1.5 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $558,765 - $701,069	4,447 Added 103.35%	8,750 $1.33 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $415,411 - $546,782	4,303 New	4,303 $547,000

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 ...

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Concord Wealth Partners Jpmorgan Chase & CO Transaction History