Hhm Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 6,639 shares of JPM stock, worth $1.58 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,639

Previous 6,639 -0.0%

Holding current value

$1.58 Million

Previous $1.34 Million 4.25%

% of portfolio

0.2%

Previous 0.2%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$180.08 - $204.79 $55,284 - $62,870	307 Added 4.85%	6,639 $1.34 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $25,063 - $30,045	-150 Reduced 2.31%	6,332 $1.27 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $30,258 - $37,976	223 Added 3.56%	6,482 $1.1 Million
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $31,362 - $34,602	-219 Reduced 3.38%	6,259 $907,000
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $11,599 - $13,235	-91 Reduced 1.39%	6,478 $942,000
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $168,128 - $193,554	1,346 Added 25.77%	6,569 $856,000
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $58,015 - $78,430	569 Added 12.23%	5,223 $0
Q3 2022 Nov 04, 2022	SELL	$20.73 - $120.58 $17,288 - $100,563	-834 Reduced 15.2%	4,654 $486,000
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $67,791 - $81,817	602 Added 12.32%	5,488 $618,000
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $51,063 - $67,039	398 Added 8.87%	4,886 $666,000
Q4 2021 Feb 03, 2022	BUY	$153.94 - $171.78 $4,926 - $5,496	32 Added 0.72%	4,488 $711,000
Q2 2021 Jul 27, 2021	SELL	$147.37 - $166.44 $50,990 - $57,588	-346 Reduced 7.21%	4,456 $693,000
Q1 2021 Apr 23, 2021	BUY	$125.65 - $157.65 $31,035 - $38,939	247 Added 5.42%	4,802 $731,000
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $20,273 - $26,684	210 Added 4.83%	4,555 $579,000
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $4,746 - $5,398	52 Added 1.21%	4,345 $418,000
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $20,419 - $27,568	-243 Reduced 5.36%	4,293 $404,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $137,828 - $246,060	1,744 Added 62.46%	4,536 $408,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $31,421 - $39,171	-281 Reduced 9.14%	2,792 $389,000
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $66,967 - $76,826	639 Added 26.25%	3,073 $362,000
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $236,365 - $260,900	2,434 New	2,434 $246,000

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 $699B
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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Hhm Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History