Tru Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 129,653 shares of JPM stock, worth $28.7 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
129,653
Previous 129,538 0.09%
Holding current value
$28.7 Million
Previous $26.2 Million 4.31%
% of portfolio
1.69%
Previous 1.76%

Shares

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

Oct 16, 2024
BUY
$194.9 - $224.8 $22,413 - $25,852
115 Added 0.09%
129,653 $27.3 Million
Q2 2024

Jul 16, 2024
BUY
$180.08 - $204.79 $292,630 - $332,783
1,625 Added 1.27%
129,538 $26.2 Million
Q1 2024

Apr 15, 2024
BUY
$167.09 - $200.3 $58,648 - $70,305
351 Added 0.28%
127,913 $25.6 Million
Q4 2023

Jan 10, 2024
BUY
$135.69 - $170.3 $271,922 - $341,281
2,004 Added 1.6%
127,562 $21.7 Million
Q3 2023

Oct 10, 2023
BUY
$143.21 - $158.0 $275,106 - $303,518
1,921 Added 1.55%
125,558 $18.2 Million
Q2 2023

Aug 04, 2023
BUY
$127.47 - $145.44 $434,290 - $495,514
3,407 Added 2.83%
123,637 $18 Million
Q1 2023

Apr 25, 2023
BUY
$124.91 - $143.8 $396,714 - $456,708
3,176 Added 2.71%
120,230 $15.7 Million
Q4 2022

Jan 27, 2023
BUY
$101.96 - $137.84 $325,150 - $439,571
3,189 Added 2.8%
117,054 $0
Q3 2022

Oct 24, 2022
BUY
$20.73 - $120.58 $144,985 - $843,336
6,994 Added 6.54%
113,865 $11.9 Million
Q2 2022

Jul 22, 2022
BUY
$112.61 - $135.91 $938,266 - $1.13 Million
8,332 Added 8.46%
106,871 $12 Million
Q1 2022

Apr 27, 2022
BUY
$128.3 - $168.44 $306,252 - $402,066
2,387 Added 2.48%
98,539 $13.4 Million
Q4 2021

Jan 19, 2022
BUY
$153.94 - $171.78 $643,623 - $718,212
4,181 Added 4.55%
96,152 $15.2 Million
Q3 2021

Oct 29, 2021
BUY
$146.97 - $166.98 $279,977 - $318,096
1,905 Added 2.12%
91,971 $15.1 Million
Q2 2021

Jul 29, 2021
BUY
$147.37 - $166.44 $620,722 - $701,045
4,212 Added 4.91%
90,066 $14 Million
Q1 2021

May 10, 2021
BUY
$125.65 - $157.65 $1.64 Million - $2.06 Million
13,071 Added 17.96%
85,854 $13.1 Million
Q4 2020

Jan 26, 2021
BUY
$96.54 - $127.07 $7.03 Million - $9.25 Million
72,783 New
72,783 $9.25 Million

Others Institutions Holding JPM

# of Institutions
4,560
Shares Held
2.02B
Call Options Held
26M
Put Options Held
29M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $650B
  • 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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