A detailed history of Providence Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Providence Wealth Advisors, LLC holds 21,429 shares of JPM stock, worth $5.21 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
21,429
Previous 21,379 0.23%
Holding current value
$5.21 Million
Previous $4.32 Million 4.44%
% of portfolio
3.37%
Previous 3.47%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $9,745 - $11,240
50 Added 0.23%
21,429 $4.52 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $27,912 - $31,742
155 Added 0.73%
21,379 $4.32 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $21,721 - $26,039
130 Added 0.62%
21,224 $4.25 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $12,172 - $13,430
85 Added 0.4%
21,094 $3.06 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $672,149 - $766,905
5,273 Added 33.51%
21,009 $3.06 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $37,473 - $43,140
-300 Reduced 1.87%
15,736 $2.05 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $9,992 - $13,508
-98 Reduced 0.61%
16,036 $2.15 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $7,193 - $41,841
-347 Reduced 2.11%
16,134 $2.11 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $79,277 - $95,680
704 Added 4.46%
16,481 $1.84 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $35,282 - $46,321
275 Added 1.77%
15,777 $2.14 Million
Q4 2021

Jan 12, 2022

SELL
$153.94 - $171.78 $7,697 - $8,589
-50 Reduced 0.32%
15,502 $2.6 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $48,206 - $54,769
-328 Reduced 2.07%
15,552 $2.58 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $11,200 - $12,649
76 Added 0.48%
15,880 $2.45 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $26,009 - $32,633
207 Added 1.33%
15,804 $2.41 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $88,334 - $116,269
915 Added 6.23%
15,597 $1.96 Million
Q3 2020

Nov 10, 2020

SELL
$91.28 - $103.82 $85,620 - $97,383
-938 Reduced 6.01%
14,682 $1.41 Million
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $99,659 - $134,551
1,186 Added 8.22%
15,620 $1.47 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $7,982 - $14,250
101 Added 0.7%
14,434 $1.24 Million
Q4 2019

Jan 29, 2020

SELL
$111.82 - $139.4 $3.56 Million - $4.43 Million
-31,807 Reduced 68.94%
14,333 $1.99 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $1.28 Million - $1.47 Million
-12,197 Reduced 20.91%
46,140 $5.43 Million
Q2 2019

Jul 22, 2019

SELL
$104.64 - $116.12 $70,004 - $77,684
-669 Reduced 1.13%
58,337 $6.64 Million
Q1 2019

Apr 18, 2019

SELL
$97.11 - $107.19 $90,797 - $100,222
-935 Reduced 1.56%
59,006 $6.05 Million
Q4 2018

Feb 04, 2019

SELL
$92.14 - $115.32 $278,078 - $348,035
-3,018 Reduced 4.79%
59,941 $5.8 Million
Q3 2018

Nov 01, 2018

SELL
$103.61 - $118.63 $163,185 - $186,842
-1,575 Reduced 2.44%
62,959 $7.1 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $60,292 - $66,745
-584 Reduced 0.9%
64,534 $6.72 Million
Q1 2018

Aug 14, 2018

BUY
$107.01 - $118.77 $6.97 Million - $7.73 Million
65,118 New
65,118 $7.02 Million

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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