Apollon Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Apollon Wealth Management, LLC

$3.45 Billion
Q3 2024

A detailed history of Apollon Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 123,511 shares of JPM stock, worth $29.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

123,511

Previous 120,547 2.46%

Holding current value

$29.4 Million

Previous $24.4 Million 6.78%

% of portfolio

0.75%

Previous 0.76%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $577,683 - $666,307	2,964 Added 2.46%	123,511 $26 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $343,052 - $390,124	-1,905 Reduced 1.56%	120,547 $24.4 Million
Q1 2024 May 02, 2024	BUY	$167.09 - $200.3 $58,314 - $69,904	349 Added 0.29%	122,452 $24.5 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $5.4 Million - $6.78 Million	39,794 Added 48.35%	122,103 $20.8 Million
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $203,644 - $224,676	-1,422 Reduced 1.7%	82,309 $11.9 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $668,452 - $762,687	5,244 Added 6.68%	83,731 $12.2 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $996,906 - $1.15 Million	7,981 Added 11.32%	78,487 $10.2 Million
Q4 2022 Feb 15, 2023	BUY	$101.96 - $137.84 $650,096 - $878,867	6,376 Added 9.94%	70,506 $9.46 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $68,947 - $401,049	3,326 Added 5.47%	64,130 $6.7 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $195,941 - $236,483	1,740 Added 2.95%	60,804 $6.85 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $68,255 - $89,610	532 Added 0.91%	59,064 $8.05 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $1.98 Million - $2.2 Million	12,831 Added 28.08%	58,532 $9.27 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $2.23 Million - $2.54 Million	15,204 Added 49.85%	45,701 $7.48 Million
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $45,684 - $51,596	-310 Reduced 1.01%	30,497 $4.74 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $2.77 Million - $3.48 Million	22,063 Added 252.32%	30,807 $4.69 Million
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $292,612 - $385,149	3,031 Added 53.05%	8,744 $1.11 Million
Q3 2020 Nov 03, 2020	SELL	$91.28 - $103.82 $21,724 - $24,709	-238 Reduced 4.0%	5,713 $550,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $500,062 - $675,140	5,951 New	5,951 $560,000
Q1 2020 May 08, 2020	SELL	$79.03 - $141.09 $162,801 - $290,645	-2,060 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$111.82 - $139.4 $111 - $139	1 Added 0.05%	2,060 $283,000
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $112,869 - $129,487	1,077 Added 109.67%	2,059 $242,000
Q2 2019 Aug 14, 2019	BUY	$104.64 - $116.12 $102,756 - $114,029	982 New	982 $110,000

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 $699B
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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Apollon Wealth Management, LLC Jpmorgan Chase & CO Transaction History