A detailed history of Strait & Sound Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 9,257 shares of JPM stock, worth $2.27 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
9,257
Previous 9,734 4.9%
Holding current value
$2.27 Million
Previous $1.97 Billion 0.86%
% of portfolio
0.95%
Previous 1.0%

Shares

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

Nov 15, 2024

SELL
$194.9 - $224.8 $92,967 - $107,229
-477 Reduced 4.9%
9,257 $1.95 Billion
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $46,820 - $53,245
-260 Reduced 2.6%
9,734 $1.97 Billion
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $334 - $400
-2 Reduced 0.02%
9,994 $1.95 Billion
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $16,011 - $20,095
-118 Reduced 1.17%
9,996 $1.67 Billion
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $417,027 - $460,096
2,912 Added 40.43%
10,114 $1.47 Billion
Q2 2023

Aug 29, 2023

SELL
$127.47 - $145.44 $54,684 - $62,393
-429 Reduced 5.62%
7,202 $1.05 Billion
Q1 2023

Aug 29, 2023

BUY
$124.91 - $143.8 $4,371 - $5,033
35 Added 0.46%
7,631 $994 Million
Q4 2022

Feb 16, 2023

BUY
$101.96 - $137.84 $774,488 - $1.05 Million
7,596 New
7,596 $1.07 Billion

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 $718B
  • 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
Track This Portfolio

Track Strait & Sound Wealth Management LLC Portfolio

Follow Strait & Sound Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strait & Sound Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strait & Sound Wealth Management LLC with notifications on news.