Tci Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 16,318 shares of JPM stock, worth $3.95 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

16,318

Previous 16,167 0.93%

Holding current value

$3.95 Million

Previous $3.27 Million 5.2%

% of portfolio

0.31%

Previous 0.32%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$194.9 - $224.8 $29,429 - $33,944	151 Added 0.93%	16,318 $3.44 Million
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $14,046 - $15,973	-78 Reduced 0.48%	16,167 $3.27 Million
Q1 2024 May 07, 2024	BUY	$167.09 - $200.3 $5,346 - $6,409	32 Added 0.2%	16,245 $3.25 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $136,911 - $171,832	1,009 Added 6.64%	16,213 $2.76 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $15,037 - $16,590	-105 Reduced 0.69%	15,204 $2.2 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $86,297 - $98,462	-677 Reduced 4.23%	15,309 $2.23 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $155,388 - $178,887	1,244 Added 8.44%	15,986 $2.08 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $5,709 - $7,719	-56 Reduced 0.38%	14,742 $1.98 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $725 - $4,220	-35 Reduced 0.24%	14,798 $1.55 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $19,368 - $23,376	172 Added 1.17%	14,833 $1.67 Million
Q1 2022 Apr 29, 2022	SELL	$128.3 - $168.44 $19,629 - $25,771	-153 Reduced 1.03%	14,661 $2 Million
Q4 2021 Jan 24, 2022	SELL	$153.94 - $171.78 $134,235 - $149,792	-872 Reduced 5.56%	14,814 $2.35 Million
Q3 2021 Oct 29, 2021	SELL	$146.97 - $166.98 $194,441 - $220,914	-1,323 Reduced 7.78%	15,686 $2.57 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $279,266 - $315,403	1,895 Added 12.54%	17,009 $2.65 Million
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $189,605 - $237,893	-1,509 Reduced 9.08%	15,114 $2.3 Million
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $1.2 Million - $1.58 Million	-12,461 Reduced 42.84%	16,623 $2.11 Million
Q3 2020 Oct 20, 2020	SELL	$91.28 - $103.82 $9,493 - $10,797	-104 Reduced 0.36%	29,084 $2.8 Million
Q2 2020 Jul 20, 2020	SELL	$84.03 - $113.45 $48,401 - $65,347	-576 Reduced 1.94%	29,188 $2.75 Million
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $5,453 - $9,735	-69 Reduced 0.23%	29,764 $2.68 Million
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $43,945 - $54,784	-393 Reduced 1.3%	29,833 $4.16 Million
Q3 2019 Oct 17, 2019	SELL	$104.8 - $120.23 $13,833 - $15,870	-132 Reduced 0.43%	30,226 $3.56 Million
Q2 2019 Jul 23, 2019	SELL	$104.64 - $116.12 $139,380 - $154,671	-1,332 Reduced 4.2%	30,358 $3.39 Million
Q1 2019 Apr 11, 2019	SELL	$97.11 - $107.19 $167,611 - $185,009	-1,726 Reduced 5.17%	31,690 $3.21 Million
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $1,105 - $1,383	12 Added 0.04%	33,416 $3.26 Million
Q3 2018 Nov 02, 2018	SELL	$103.61 - $118.63 $52,012 - $59,552	-502 Reduced 1.48%	33,404 $3.77 Million
Q2 2018 Jul 27, 2018	BUY	$103.24 - $114.29 $24,674 - $27,315	239 Added 0.71%	33,906 $3.53 Million
Q1 2018 Apr 30, 2018	SELL	$107.01 - $118.77 $75,335 - $83,614	-704 Reduced 2.05%	33,667 $3.7 Million
Q4 2017 Feb 01, 2018	BUY	$95.86 - $107.83 $17,925 - $20,164	187 Added 0.55%	34,371 $3.68 Million
Q3 2017 Oct 24, 2017	BUY	$88.42 - $95.51 $10,079 - $10,888	114 Added 0.33%	34,184 $3.27 Million
Q2 2017 Aug 10, 2017	BUY	N/A	34,070	34,070 $3.11 Million

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 $711B
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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Tci Wealth Advisors, Inc. Jpmorgan Chase & CO Transaction History