Wp Advisors, LLC Jpmorgan Chase & CO Transaction History

Wp Advisors, LLC

$316 Million
Q2 2024

A detailed history of Wp Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wp Advisors, LLC holds 18,405 shares of JPM stock, worth $4.08 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

18,405

Previous 18,297 0.59%

Holding current value

$4.08 Million

Previous $3.66 Million 1.58%

% of portfolio

1.18%

Previous 1.2%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $19,448 - $22,117	108 Added 0.59%	18,405 $3.72 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $30,577 - $36,654	-183 Reduced 0.99%	18,297 $3.66 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $50,205 - $63,011	370 Added 2.04%	18,480 $3.14 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $7,017 - $7,742	-49 Reduced 0.27%	18,110 $2.63 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $16,316 - $18,616	128 Added 0.71%	18,159 $2.64 Million
Q1 2023 Apr 14, 2023	SELL	$124.91 - $143.8 $77,943 - $89,731	-624 Reduced 3.34%	18,031 $2.35 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $14,784 - $19,986	145 Added 0.78%	18,655 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $3,855 - $22,427	186 Added 1.02%	18,510 $1.93 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $30,855 - $37,239	274 Added 1.52%	18,324 $2.06 Million
Q1 2022 Apr 25, 2022	SELL	$128.3 - $168.44 $126,118 - $165,576	-983 Reduced 5.16%	18,050 $2.46 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $62,191 - $69,399	-404 Reduced 2.08%	19,033 $3.01 Million
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $36,595 - $41,578	-249 Reduced 1.26%	19,437 $3.18 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $8,547 - $9,653	58 Added 0.3%	19,686 $3.06 Million
Q1 2021 May 06, 2021	BUY	$125.65 - $157.65 $21,360 - $26,800	170 Added 0.87%	19,628 $2.99 Million
Q4 2020 Jan 27, 2021	BUY	$96.54 - $127.07 $63,426 - $83,484	657 Added 3.49%	19,458 $2.47 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $1.15 Million - $1.31 Million	12,621 Added 204.22%	18,801 $1.81 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $79,240 - $106,983	943 Added 18.01%	6,180 $581,000
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $85,826 - $153,223	1,086 Added 26.16%	5,237 $471,000
Q4 2019 Jan 22, 2020	BUY	$111.82 - $139.4 $3,242 - $4,042	29 Added 0.7%	4,151 $579,000
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $3,039 - $3,486	29 Added 0.71%	4,122 $485,000
Q2 2019 Jul 23, 2019	BUY	$104.64 - $116.12 $2,720 - $3,019	26 Added 0.64%	4,093 $458,000
Q1 2019 Apr 15, 2019	BUY	$97.11 - $107.19 $30,880 - $34,086	318 Added 8.48%	4,067 $4.12 Million
Q4 2018 Jan 18, 2019	SELL	$92.14 - $115.32 $8,108 - $10,148	-88 Reduced 2.29%	3,749 $366,000
Q3 2018 Oct 31, 2018	BUY	$103.61 - $118.63 $1,864 - $2,135	18 Added 0.47%	3,837 $433,000
Q2 2018 Jul 27, 2018	BUY	$103.24 - $114.29 $9,704 - $10,743	94 Added 2.52%	3,819 $398,000
Q1 2018 May 04, 2018	BUY	$107.01 - $118.77 $38,095 - $42,282	356 Added 10.57%	3,725 $410,000
Q4 2017 Feb 05, 2018	SELL	$95.86 - $107.83 $5,847 - $6,577	-61 Reduced 1.78%	3,369 $360,000
Q3 2017 Nov 02, 2017	BUY	$88.42 - $95.51 $1,591 - $1,719	18 Added 0.53%	3,430 $328,000
Q2 2017 Aug 08, 2017	BUY	N/A	3,412	3,412 $312,000

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

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 ...

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