A detailed history of 1900 Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 1900 Wealth Management LLC holds 20,881 shares of JPM stock, worth $5.03 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
20,881
Previous 32,999 36.72%
Holding current value
$5.03 Million
Previous $6.96 Million 36.72%
% of portfolio
0.4%
Previous 0.62%

Shares

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

Nov 14, 2024

SELL
$194.9 - $224.8 $2.36 Million - $2.72 Million
-12,118 Reduced 36.72%
20,881 $4.4 Million
Q3 2024

Nov 04, 2024

BUY
$194.9 - $224.8 $1.53 Million - $1.76 Million
7,844 Added 31.18%
32,999 $6.96 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $1.41 Million - $1.61 Million
-7,844 Reduced 23.77%
25,155 $5.09 Million
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $323,653 - $387,981
-1,937 Reduced 5.54%
32,999 $6.61 Million
Q4 2023

Feb 01, 2024

SELL
$135.69 - $170.3 $70,287 - $88,215
-518 Reduced 1.46%
34,936 $5.94 Million
Q3 2023

Oct 17, 2023

SELL
$143.21 - $158.0 $930,578 - $1.03 Million
-6,498 Reduced 15.49%
35,454 $5.14 Million
Q2 2023

Jul 21, 2023

SELL
$127.47 - $145.44 $13,256 - $15,125
-104 Reduced 0.25%
41,952 $6.1 Million
Q1 2023

May 02, 2023

BUY
$124.91 - $143.8 $151,016 - $173,854
1,209 Added 2.96%
42,056 $5.48 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $18,046 - $24,397
177 Added 0.44%
40,847 $5.48 Million
Q3 2022

Oct 31, 2022

SELL
$20.73 - $120.58 $41 - $241
-2 Reduced -0.0%
40,670 $4.25 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $15,314 - $18,483
-136 Reduced 0.33%
40,672 $4.58 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $11,803 - $15,496
92 Added 0.23%
40,808 $5.56 Million
Q4 2021

Jan 31, 2022

BUY
$153.94 - $171.78 $425,336 - $474,628
2,763 Added 7.28%
40,716 $6.45 Million
Q3 2021

Nov 01, 2021

BUY
$146.97 - $166.98 $5.14 Million - $5.84 Million
34,996 Added 1183.5%
37,953 $6.21 Million
Q2 2021

Jul 20, 2021

BUY
$147.37 - $166.44 $35,074 - $39,612
238 Added 8.75%
2,957 $460,000
Q1 2021

Apr 26, 2021

BUY
$125.65 - $157.65 $341,642 - $428,650
2,719 New
2,719 $413,000

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 $706B
  • 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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