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 45,589 shares of JPM stock, worth $9.45 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
45,589
Previous 3,111 1365.41%
Holding current value
$9.45 Million
Previous $623,000 1379.94%
% of portfolio
2.73%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $608B
  • 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
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.