A detailed history of Warren Street Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 4,078 shares of JPM stock, worth $988,140. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,078
Previous 4,097 0.46%
Holding current value
$988,140
Previous $828,000 3.74%
% of portfolio
0.37%
Previous 0.42%

Shares

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

Oct 18, 2024

SELL
$194.9 - $224.8 $3,703 - $4,271
-19 Reduced 0.46%
4,078 $859,000
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $5,402 - $6,143
30 Added 0.74%
4,097 $828,000
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $94,405 - $113,169
565 Added 16.13%
4,067 $814,000
Q4 2023

Mar 19, 2024

BUY
$135.69 - $170.3 $28,901 - $36,273
213 Added 6.48%
3,502 $595,000
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $16,755 - $18,486
117 Added 3.69%
3,289 $476,000
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $202,039 - $230,522
1,585 Added 99.87%
3,172 $461,000
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $198,232 - $228,210
1,587 New
1,587 $206,000

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 $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 ...
More about JPM
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