A detailed history of Wealthcare Advisory Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 54,217 shares of JPM stock, worth $13.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
54,217
Previous 55,173 1.73%
Holding current value
$13.1 Million
Previous $11.2 Million 2.4%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $186,324 - $214,908
-956 Reduced 1.73%
54,217 $11.4 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $758,677 - $862,780
4,213 Added 8.27%
55,173 $11.2 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $1.93 Million - $2.32 Million
11,572 Added 29.38%
50,960 $10.2 Million
Q4 2023

Feb 06, 2024

SELL
$135.69 - $170.3 $461,753 - $579,530
-3,403 Reduced 7.95%
39,388 $6.7 Million
Q3 2023

Oct 12, 2023

SELL
$143.21 - $158.0 $47,402 - $52,298
-331 Reduced 0.77%
42,791 $6.21 Million
Q2 2023

Jul 17, 2023

BUY
$127.47 - $145.44 $19,120 - $21,816
150 Added 0.35%
43,122 $6.27 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $163,007 - $187,659
1,305 Added 3.13%
42,972 $5.6 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $11,215 - $15,162
110 Added 0.26%
41,667 $5.59 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $374,798 - $2.18 Million
18,080 Added 77.01%
41,557 $4.34 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $68,804 - $83,041
611 Added 2.67%
23,477 $2.64 Million
Q1 2022

Apr 15, 2022

BUY
$128.3 - $168.44 $118,164 - $155,133
921 Added 4.2%
22,866 $3.12 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $155,017 - $172,982
-1,007 Reduced 4.39%
21,945 $3.47 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $140,356 - $159,465
955 Added 4.34%
22,952 $3.76 Million
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $94,758 - $107,020
-643 Reduced 2.84%
21,997 $3.42 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $717,964 - $900,812
5,714 Added 33.76%
22,640 $3.45 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $47,111 - $62,010
-488 Reduced 2.8%
16,926 $2.15 Million
Q3 2020

Oct 29, 2020

SELL
$91.28 - $103.82 $9,766 - $11,108
-107 Reduced 0.61%
17,414 $1.68 Million
Q2 2020

Jul 29, 2020

BUY
$84.03 - $113.45 $60,753 - $82,024
723 Added 4.3%
17,521 $1.65 Million
Q1 2020

Apr 29, 2020

BUY
$79.03 - $141.09 $458,848 - $819,168
5,806 Added 52.82%
16,798 $1.51 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $20,463 - $25,510
183 Added 1.69%
10,992 $1.53 Million
Q3 2019

Oct 17, 2019

BUY
$104.8 - $120.23 $63,613 - $72,979
607 Added 5.95%
10,809 $1.27 Million
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $16,533 - $18,346
-158 Reduced 1.53%
10,202 $1.14 Million
Q1 2019

May 13, 2019

SELL
$97.11 - $107.19 $45,544 - $50,272
-469 Reduced 4.33%
10,360 $1.05 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $7,647 - $9,571
-83 Reduced 0.76%
10,829 $1.06 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $35,331 - $40,452
341 Added 3.23%
10,912 $1.23 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $65,660 - $72,688
636 Added 6.4%
10,571 $1.1 Million
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $119,316 - $132,428
1,115 Added 12.64%
9,935 $1.09 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $171,014 - $192,368
1,784 Added 25.36%
8,820 $943,000
Q3 2017

Nov 15, 2017

BUY
$88.42 - $95.51 $622,123 - $672,008
7,036
7,036 $672,000

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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