A detailed history of River Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, River Wealth Advisors LLC holds 62,926 shares of JPM stock, worth $14 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
62,926
Previous 61,573 2.2%
Holding current value
$14 Million
Previous $12.3 Million 3.19%
% of portfolio
1.84%
Previous 1.81%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $243,648 - $277,080
1,353 Added 2.2%
62,926 $12.7 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $357,906 - $429,042
2,142 Added 3.6%
61,573 $12.3 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $268,937 - $337,534
1,982 Added 3.45%
59,431 $10.1 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $167,269 - $184,544
1,168 Added 2.08%
57,449 $8.33 Million
Q2 2023

Aug 09, 2023

BUY
$127.47 - $145.44 $229,700 - $262,082
1,802 Added 3.31%
56,281 $8.19 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $133,528 - $153,722
1,069 Added 2.0%
54,479 $7.1 Million
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $83,199 - $112,477
-816 Reduced 1.5%
53,410 $7.16 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $84,930 - $494,016
-4,097 Reduced 7.02%
54,226 $5.67 Million
Q2 2022

Aug 10, 2022

BUY
$112.61 - $135.91 $236,481 - $285,411
2,100 Added 3.74%
58,323 $6.57 Million
Q1 2022

May 09, 2022

BUY
$128.3 - $168.44 $157,167 - $206,339
1,225 Added 2.23%
56,223 $7.66 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $110,067 - $122,822
715 Added 1.32%
54,998 $8.71 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $158,139 - $179,670
1,076 Added 2.02%
54,283 $8.89 Million
Q2 2021

Aug 06, 2021

BUY
$147.37 - $166.44 $2,505 - $2,829
17 Added 0.03%
53,207 $8.28 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $79,285 - $99,477
631 Added 1.2%
53,190 $8.1 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $175,606 - $231,140
1,819 Added 3.58%
52,559 $6.68 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $95,113 - $108,180
1,042 Added 2.1%
50,740 $4.89 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $224,023 - $302,457
2,666 Added 5.67%
49,698 $4.68 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $202,711 - $361,895
2,565 Added 5.77%
47,032 $4.23 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $80,734 - $100,646
722 Added 1.65%
44,467 $6.2 Million
Q3 2019

Oct 29, 2019

BUY
$104.8 - $120.23 $57,325 - $65,765
547 Added 1.27%
43,745 $5.15 Million
Q2 2019

Jul 30, 2019

BUY
$104.64 - $116.12 $155,076 - $172,089
1,482 Added 3.55%
43,198 $4.83 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $24,763 - $27,333
255 Added 0.62%
41,716 $4.22 Million
Q4 2018

Jan 25, 2019

SELL
$92.14 - $115.32 $165,667 - $207,345
-1,798 Reduced 4.16%
41,461 $4.05 Million
Q3 2018

Nov 09, 2018

SELL
$103.61 - $118.63 $17,406 - $19,929
-168 Reduced 0.39%
43,259 $4.88 Million
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $83,211 - $92,117
806 Added 1.89%
43,427 $4.53 Million
Q1 2018

May 02, 2018

SELL
$107.01 - $118.77 $77,689 - $86,227
-726 Reduced 1.67%
42,621 $4.69 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $26,936 - $30,300
281 Added 0.65%
43,347 $4.64 Million
Q3 2017

Nov 06, 2017

BUY
$88.42 - $95.51 $3.81 Million - $4.11 Million
43,066
43,066 $4.11 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 $654B
  • 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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