A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 9,261 shares of JPM stock, worth $2.04 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,261
Previous 7,717 20.01%
Holding current value
$2.04 Million
Previous $1.31 Billion 48.78%
% of portfolio
0.41%
Previous 0.27%

Shares

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

Oct 10, 2024

BUY
$194.9 - $224.8 $300,925 - $347,091
1,544 Added 20.01%
9,261 $1.95 Billion
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $178,819 - $203,356
-993 Reduced 11.4%
7,717 $1.31 Billion
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $165,920 - $198,897
993 Added 12.87%
8,710 $1.74 Billion
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $56,989 - $71,526
420 Added 5.76%
7,717 $1.31 Billion
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $47,402 - $52,298
331 Added 4.75%
7,297 $1.06 Billion
Q2 2023

Jul 25, 2023

BUY
$127.47 - $145.44 $40,025 - $45,668
314 Added 4.72%
6,966 $1.01 Billion
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $44,093 - $50,761
353 Added 5.6%
6,652 $867 Million
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $642,246 - $868,254
6,299 New
6,299 $845 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 $645B
  • 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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