Aafmaa Wealth Management & Trust LLC Jpmorgan Chase & CO Transaction History

Aafmaa Wealth Management & Trust LLC

$181 Million
Q1 2024

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 25,000 shares of JPM stock, worth $5.22 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

25,000

Previous 27,240 8.22%

Holding current value

$5.22 Million

Previous $4.63 Million 8.07%

% of portfolio

2.77%

Previous 2.67%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $374,281 - $448,672	-2,240 Reduced 8.22%	25,000 $5.01 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $32,972 - $41,382	-243 Reduced 0.88%	27,240 $4.63 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $26,350 - $29,072	-184 Reduced 0.67%	27,483 $3.99 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $3.29 Million - $3.75 Million	-25,778 Reduced 48.23%	27,667 $4.02 Million
Q1 2023 Apr 27, 2023	BUY	$124.91 - $143.8 $3.11 Million - $3.58 Million	24,911 Added 87.3%	53,445 $6.96 Million

Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $27,937 - $37,768	-274 Reduced 0.95%	28,534 $0
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $4,850 - $28,215	234 Added 0.82%	28,808 $3.01 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $182,090 - $219,766	-1,617 Reduced 5.36%	28,574 $3.22 Million
Q1 2022 Apr 07, 2022	BUY	$128.3 - $168.44 $3.22 Million - $4.22 Million	25,060 Added 488.4%	30,191 $4.12 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $12,469 - $13,914	81 Added 1.6%	5,131 $812,000
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $3.62 Million - $4.11 Million	-24,622 Reduced 82.98%	5,050 $827,000
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $1.61 Million - $1.82 Million	10,941 Added 58.41%	29,672 $4.62 Million
Q1 2021 Apr 29, 2021	SELL	$125.65 - $157.65 $1.98 Million - $2.48 Million	-15,731 Reduced 45.65%	18,731 $2.85 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $3.33 Million - $4.38 Million	34,462 New	34,462 $4.38 Million

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $613B
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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Aafmaa Wealth Management & Trust LLC Jpmorgan Chase & CO Transaction History