9258 Wealth Management, LLC Jpmorgan Chase & CO Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 29,310 shares of JPM stock, worth $7.1 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

29,310

Previous 30,240 3.08%

Holding current value

$7.1 Million

Previous $6.12 Million 1.0%

% of portfolio

0.93%

Previous 0.95%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $181,257 - $209,064	-930 Reduced 3.08%	29,310 $6.18 Million
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $57,625 - $65,532	-320 Reduced 1.05%	30,240 $6.12 Million
Q1 2024 May 03, 2024	BUY	$167.09 - $200.3 $67,337 - $80,720	403 Added 1.34%	30,560 $6.12 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $3,799 - $4,768	-28 Reduced 0.09%	30,157 $5.13 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $75,471 - $83,266	527 Added 1.78%	30,185 $4.38 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $92,798 - $105,880	728 Added 2.52%	29,658 $4.31 Million
Q1 2023 May 03, 2023	SELL	$124.91 - $143.8 $20,610 - $23,727	-165 Reduced 0.57%	28,930 $3.77 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $166,092 - $224,541	1,629 Added 5.93%	29,095 $3.9 Million
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $31,364 - $182,437	-1,513 Reduced 5.22%	27,466 $2.87 Million
Q2 2022 Aug 04, 2022	BUY	$112.61 - $135.91 $98,533 - $118,921	875 Added 3.11%	28,979 $3.26 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $128,300 - $168,440	1,000 Added 3.69%	28,104 $3.83 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $199,968 - $223,142	1,299 Added 5.03%	27,104 $4.29 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $44,972 - $51,095	-306 Reduced 1.17%	25,805 $4.22 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $121,727 - $137,479	826 Added 3.27%	26,111 $4.06 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $26,009 - $32,633	207 Added 0.83%	25,285 $3.85 Million
Q4 2020 Feb 10, 2021	BUY	$96.54 - $127.07 $273,208 - $359,608	2,830 Added 12.72%	25,078 $3.19 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $62,891 - $71,531	-689 Reduced 3.0%	22,248 $2.18 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $56,216 - $75,898	669 Added 3.0%	22,937 $2.16 Million
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $93,413 - $166,768	1,182 Added 5.61%	22,268 $2.11 Million
Q4 2019 Feb 06, 2020	BUY	$111.82 - $139.4 $688,475 - $858,285	6,157 Added 41.24%	21,086 $2.94 Million
Q3 2019 Nov 07, 2019	BUY	$104.8 - $120.23 $94,529 - $108,447	902 Added 6.43%	14,929 $1.76 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $126,300 - $140,156	1,207 Added 9.41%	14,027 $1.57 Million
Q1 2019 May 07, 2019	SELL	$97.11 - $107.19 $3,593 - $3,966	-37 Reduced 0.29%	12,820 $1.3 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $1.18 Million - $1.48 Million	12,857 New	12,857 $1.26 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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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9258 Wealth Management, LLC Jpmorgan Chase & CO Transaction History