Selective Wealth Management, Inc. Jpmorgan Chase & CO Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,347 shares of JPM stock, worth $570,649. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,347

Previous 2,849 17.62%

Holding current value

$570,649

Previous $576,000 14.24%

% of portfolio

0.21%

Previous 0.26%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$194.9 - $224.8 $97,839 - $112,849	-502 Reduced 17.62%	2,347 $494,000
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $5,762 - $6,553	-32 Reduced 1.11%	2,849 $576,000
Q1 2024 Apr 11, 2024	SELL	$167.09 - $200.3 $16,374 - $19,629	-98 Reduced 3.29%	2,881 $577,000
Q4 2023 Jan 05, 2024	SELL	$135.69 - $170.3 $61,603 - $77,316	-454 Reduced 13.22%	2,979 $506,000
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $57,570 - $63,516	-402 Reduced 10.48%	3,433 $497,000
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $118,292 - $134,968	-928 Reduced 19.48%	3,835 $557,000
Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $210,037 - $283,950	-2,060 Reduced 30.19%	4,763 $0
Q3 2022 Oct 21, 2022	SELL	$20.73 - $120.58 $112,024 - $651,614	-5,404 Reduced 44.2%	6,823 $713,000
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $19,481 - $23,512	-173 Reduced 1.4%	12,227 $1.38 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $317,157 - $416,383	-2,472 Reduced 16.62%	12,400 $1.69 Million
Q4 2021 Jan 18, 2022	SELL	$153.94 - $171.78 $94,057 - $104,957	-611 Reduced 3.95%	14,872 $2.36 Million
Q3 2021 Oct 27, 2021	SELL	$146.97 - $166.98 $1.16 Million - $1.32 Million	-7,880 Reduced 33.73%	15,483 $2.53 Million
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $667,733 - $754,139	-4,531 Reduced 16.24%	23,363 $3.63 Million
Q1 2021 Apr 09, 2021	SELL	$125.65 - $157.65 $464,779 - $583,147	-3,699 Reduced 11.71%	27,894 $4.25 Million
Q4 2020 Jan 22, 2021	BUY	$96.54 - $127.07 $289,716 - $381,337	3,001 Added 10.5%	31,593 $4.02 Million
Q3 2020 Oct 21, 2020	BUY	$91.28 - $103.82 $19,351 - $22,009	212 Added 0.75%	28,592 $2.75 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $2.35 Million - $3.17 Million	27,924 Added 6123.68%	28,380 $2.67 Million
Q4 2019 Jan 10, 2020	BUY	$111.82 - $139.4 $111 - $139	1 Added 0.22%	456 $64,000
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $47,684 - $54,704	455 New	455 $54,000

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 $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 ...

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Selective Wealth Management, Inc. Jpmorgan Chase & CO Transaction History