Fsa Wealth Management LLC Jpmorgan Chase & CO Transaction History

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fsa Wealth Management LLC holds 2,221 shares of JPM stock, worth $538,170. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,221
Previous 1,774 25.2%
Holding current value
$538,170
Previous $355,000 31.83%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Nov 14, 2024
BUY
$194.9 - $224.8 $87,120 - $100,485
447 Added 25.2%
2,221 $468,000
Q1 2024

May 16, 2024
SELL
$167.09 - $200.3 $24,896 - $29,844
-149 Reduced 7.75%
1,774 $355,000
Q4 2023

Feb 14, 2024
SELL
$135.69 - $170.3 $143,967 - $180,688
-1,061 Reduced 35.56%
1,923 $327,000
Q3 2023

Nov 15, 2023
BUY
$143.21 - $158.0 $15,466 - $17,064
108 Added 3.76%
2,984 $432,000
Q2 2023

Jul 31, 2023
BUY
$127.47 - $145.44 $3,951 - $4,508
31 Added 1.09%
2,876 $418,000
Q1 2023

Apr 21, 2023
SELL
$124.91 - $143.8 $21,109 - $24,302
-169 Reduced 5.61%
2,845 $370,000
Q4 2022

Feb 13, 2023
BUY
$101.96 - $137.84 $2,345 - $3,170
23 Added 0.77%
3,014 $404,000
Q3 2022

Nov 09, 2022
BUY
$20.73 - $120.58 $62,003 - $360,654
2,991 New
2,991 $313,000
Q2 2022

Aug 15, 2022
SELL
$112.61 - $135.91 $256,976 - $310,146
-2,282 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $15,701 - $17,521
102 Added 4.68%
2,282 $361,000
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $320,394 - $364,016
2,180 New
2,180 $357,000
Q1 2021

May 17, 2021
SELL
$125.65 - $157.65 $267,383 - $335,479
-2,128 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$96.54 - $127.07 $205,437 - $270,404
2,128 New
2,128 $270,000
Q3 2020

Nov 13, 2020
SELL
$91.28 - $103.82 $184,750 - $210,131
-2,024 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$84.03 - $113.45 $10,335 - $13,954
-123 Reduced 5.73%
2,024 $190,000
Q4 2019

Feb 21, 2020
BUY
$111.82 - $139.4 $240,077 - $299,291
2,147 New
2,147 $299,000

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

JPM Quotes by TradingView
  • 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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