A detailed history of Yoder Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 1,397 shares of JPM stock, worth $348,956. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,397
Previous 1,369 2.05%
Holding current value
$348,956
Previous $277 Million 6.38%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $5,457 - $6,294
28 Added 2.05%
1,397 $295 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $3,241 - $3,686
-18 Reduced 1.3%
1,369 $277 Million
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $28,405 - $34,051
-170 Reduced 10.92%
1,387 $278 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $5,291 - $6,641
39 Added 2.57%
1,557 $265 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $17,614 - $19,434
123 Added 8.82%
1,518 $220 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $177,820 - $202,888
1,395 New
1,395 $203 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 $733B
  • 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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