A detailed history of Moser Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 16,684 shares of JPM stock, worth $4.06 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
16,684
Previous 16,934 1.48%
Holding current value
$4.06 Million
Previous $3.43 Million 2.66%
% of portfolio
1.85%
Previous 1.88%

Shares

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

Nov 05, 2024

SELL
$194.9 - $224.8 $48,725 - $56,200
-250 Reduced 1.48%
16,684 $3.52 Million
Q2 2024

Aug 06, 2024

SELL
$180.08 - $204.79 $36,016 - $40,958
-200 Reduced 1.17%
16,934 $3.43 Million
Q1 2024

May 01, 2024

SELL
$167.09 - $200.3 $37,595 - $45,067
-225 Reduced 1.3%
17,134 $3.43 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $16,282 - $20,436
-120 Reduced 0.69%
17,359 $2.95 Million
Q2 2023

Aug 02, 2023

SELL
$127.47 - $145.44 $52,262 - $59,630
-410 Reduced 2.29%
17,479 $2.54 Million
Q4 2022

Jan 12, 2023

SELL
$101.96 - $137.84 $6,117 - $8,270
-60 Reduced 0.33%
17,889 $2.4 Million
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $1,119 - $6,511
54 Added 0.3%
17,949 $1.88 Million
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $23,310 - $28,133
207 Added 1.17%
17,895 $2.02 Million
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $14,754 - $19,370
115 Added 0.65%
17,688 $2.41 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $53,879 - $60,123
-350 Reduced 1.95%
17,573 $2.78 Million
Q3 2021

Oct 18, 2021

BUY
$146.97 - $166.98 $14,697 - $16,698
100 Added 0.56%
17,923 $2.93 Million
Q2 2021

Jul 29, 2021

BUY
$147.37 - $166.44 $25,789 - $29,127
175 Added 0.99%
17,823 $2.77 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $129,891 - $147,735
1,423 Added 8.77%
17,648 $1.7 Million
Q2 2020

Jul 22, 2020

BUY
$84.03 - $113.45 $1.27 Million - $1.71 Million
15,075 Added 1310.87%
16,225 $1.53 Million
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $55,321 - $98,763
700 Added 155.56%
1,150 $103,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $50,319 - $62,730
450 New
450 $63,000

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 $713B
  • 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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