A detailed history of Buck Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 40,619 shares of JPM stock, worth $9.96 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
40,619
Previous 45,589 10.9%
Holding current value
$9.96 Million
Previous $9.22 Million 7.15%
% of portfolio
2.7%
Previous 2.73%

Shares

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

Nov 05, 2024

SELL
$194.9 - $224.8 $968,653 - $1.12 Million
-4,970 Reduced 10.9%
40,619 $8.56 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $7.65 Million - $8.7 Million
42,478 Added 1365.41%
45,589 $9.22 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $7.34 Million - $8.79 Million
-43,904 Reduced 93.38%
3,111 $623,000
Q4 2023

Jan 23, 2024

BUY
$135.69 - $170.3 $669,494 - $840,260
4,934 Added 11.73%
47,015 $8 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $16,469 - $18,170
115 Added 0.27%
42,081 $6.1 Million
Q2 2023

Nov 06, 2023

BUY
$127.47 - $145.44 $299,809 - $342,074
2,352 Added 5.94%
41,966 $6.1 Billion
Q1 2023

Nov 06, 2023

BUY
$124.91 - $143.8 $89,560 - $103,104
717 Added 1.84%
39,614 $5.16 Billion
Q3 2022

Oct 30, 2023

BUY
$20.73 - $120.58 $806,334 - $4.69 Million
38,897 New
38,897 $5.64 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 $720B
  • 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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