A detailed history of Cook Wealth Management Group LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cook Wealth Management Group LLC holds 1,738 shares of JPM stock, worth $434,135. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,738
Previous 2,934 40.76%
Holding current value
$434,135
Previous $593,000 38.28%
% of portfolio
0.19%
Previous 0.33%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $233,100 - $268,860
-1,196 Reduced 40.76%
1,738 $366,000
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $65,549 - $74,543
-364 Reduced 11.04%
2,934 $593,000
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $334 - $400
-2 Reduced 0.06%
3,298 $660,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $10,448 - $13,113
77 Added 2.39%
3,300 $561,000
Q3 2023

Oct 31, 2023

BUY
$143.21 - $158.0 $57,284 - $63,200
400 Added 14.17%
3,223 $467,000
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $29,955 - $34,178
235 Added 9.08%
2,823 $410,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $1,873 - $2,157
15 Added 0.58%
2,588 $337,000
Q2 2022

Aug 12, 2022

SELL
$112.61 - $135.91 $9,008 - $10,872
-80 Reduced 3.02%
2,573 $294,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $408,402 - $455,732
2,653 New
2,653 $405,000

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 $733B
  • 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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