A detailed history of Wcg Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 33,763 shares of JPM stock, worth $8.18 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
33,763
Previous 33,545 0.65%
Holding current value
$8.18 Million
Previous $6.79 Million 4.92%
% of portfolio
0.48%
Previous 0.5%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $42,488 - $49,006
218 Added 0.65%
33,763 $7.12 Million
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $93,101 - $105,876
517 Added 1.57%
33,545 $6.79 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $1.48 Million - $1.78 Million
-8,885 Reduced 21.2%
33,028 $6.62 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $509,244 - $639,135
-3,753 Reduced 8.22%
41,913 $7.13 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $3.23 Million - $3.56 Million
22,523 Added 97.32%
45,666 $6.77 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $12,109 - $13,816
-95 Reduced 0.41%
23,143 $3.35 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $202,604 - $233,243
1,622 Added 7.5%
23,238 $3.03 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $84,218 - $113,855
826 Added 3.97%
21,616 $2.9 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $29,830 - $173,514
1,439 Added 7.44%
20,790 $2.17 Million
Q2 2022

Aug 23, 2022

SELL
$112.61 - $135.91 $928,131 - $1.12 Million
-8,242 Reduced 29.87%
19,351 $2.18 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $3.11 Million - $3.75 Million
27,593 New
27,593 $1.47 Million

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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