U.S. Capital Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 75,249 shares of JPM stock, worth $18.2 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

75,249

Previous 81,281 7.42%

Holding current value

$18.2 Million

Previous $16.4 Million 3.52%

% of portfolio

0.6%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.9 - $224.8 $1.18 Million - $1.36 Million	-6,032 Reduced 7.42%	75,249 $15.9 Million
Q2 2024 Jul 11, 2024	SELL	$180.08 - $204.79 $11 Million - $12.5 Million	-60,823 Reduced 42.8%	81,281 $16.4 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $6.63 Million - $7.94 Million	-39,653 Reduced 21.82%	142,104 $28.5 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $1.25 Million - $1.57 Million	9,220 Added 5.34%	181,757 $30.9 Million
Q3 2023 Oct 19, 2023	SELL	$143.21 - $158.0 $953,205 - $1.05 Million	-6,656 Reduced 3.71%	172,537 $25 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $2.01 Million - $2.29 Million	15,737 Added 9.63%	179,193 $26.1 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $142,147 - $163,644	1,138 Added 0.7%	163,456 $21.3 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $457,902 - $619,039	4,491 Added 2.85%	162,318 $21.8 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $192,913 - $1.12 Million	9,306 Added 6.27%	157,827 $16.5 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $713,384 - $860,989	6,335 Added 4.46%	148,521 $16.7 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $1.21 Million - $1.59 Million	9,439 Added 7.11%	142,186 $19.4 Million
Q4 2021 Jan 21, 2022	SELL	$153.94 - $171.78 $1.84 Million - $2.05 Million	-11,945 Reduced 8.26%	132,747 $21 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $21.3 Million - $24.2 Million	144,692 New	144,692 $23.4 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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U.S. Capital Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History