Dakota Wealth Management Jpmorgan Chase & CO Transaction History

Dakota Wealth Management

$4.18 Billion
Q2 2024

A detailed history of Dakota Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Dakota Wealth Management holds 182,521 shares of JPM stock, worth $37.9 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

182,521

Previous 181,306 0.67%

Holding current value

$37.9 Million

Previous $36.3 Million 1.65%

% of portfolio

0.88%

Previous 0.91%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $218,797 - $248,819	1,215 Added 0.67%	182,521 $36.9 Million
Q1 2024 Apr 24, 2024	BUY	$167.09 - $200.3 $6.59 Million - $7.89 Million	39,410 Added 27.77%	181,306 $36.3 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $6.15 Million - $7.72 Million	-45,349 Reduced 24.22%	141,896 $24.1 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $1.21 Million - $1.34 Million	8,470 Added 4.74%	187,245 $27.2 Million
Q2 2023 Jul 31, 2023	BUY	$127.47 - $145.44 $3.39 Million - $3.86 Million	26,558 Added 17.45%	178,775 $26 Million
Q1 2023 Apr 14, 2023	BUY	$124.91 - $143.8 $1.27 Million - $1.46 Million	10,142 Added 7.14%	152,217 $19.8 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $6.4 Million - $8.65 Million	62,727 Added 79.05%	142,075 $19.1 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $474,820 - $2.76 Million	22,905 Added 40.58%	79,348 $8.29 Million
Q2 2022 Aug 05, 2022	SELL	$112.61 - $135.91 $3.73 Million - $4.5 Million	-33,130 Reduced 36.99%	56,443 $6.36 Million
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $4.74 Million - $6.22 Million	-36,932 Reduced 29.19%	89,573 $12.2 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $596,209 - $665,303	3,873 Added 3.16%	126,505 $20 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $15,725 - $17,866	-107 Reduced 0.09%	122,632 $20.1 Million
Q2 2021 Aug 02, 2021	BUY	$147.37 - $166.44 $1.6 Million - $1.8 Million	10,831 Added 9.68%	122,739 $19.1 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $7.05 Million - $8.85 Million	56,130 Added 100.63%	111,908 $17 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $1.52 Million - $2 Million	15,724 Added 39.26%	55,778 $7.09 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $1.23 Million - $1.4 Million	-13,506 Reduced 25.22%	40,054 $3.86 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $520,986 - $703,390	6,200 Added 13.09%	53,560 $5.04 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $422,415 - $754,126	5,345 Added 12.72%	47,360 $4.26 Million
Q4 2019 Feb 06, 2020	SELL	$111.82 - $139.4 $113,944 - $142,048	-1,019 Reduced 2.37%	42,015 $5.86 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $432,300 - $495,948	-4,125 Reduced 8.75%	43,034 $5.07 Million
Q2 2019 Aug 07, 2019	BUY	$104.64 - $116.12 $664,777 - $737,710	6,353 Added 15.57%	47,159 $5.27 Million
Q1 2019 Apr 18, 2019	SELL	$97.11 - $107.19 $461,272 - $509,152	-4,750 Reduced 10.43%	40,806 $908,000
Q4 2018 Jan 22, 2019	BUY	$92.14 - $115.32 $30,406 - $38,055	330 Added 0.73%	45,556 $5 Million
Q3 2018 Nov 07, 2018	BUY	$103.61 - $118.63 $1.1 Million - $1.26 Million	10,604 Added 30.63%	45,226 $5.1 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $3.16 Million - $3.5 Million	30,596 Added 759.96%	34,622 $3.61 Million
Q1 2018 Apr 10, 2018	SELL	$107.01 - $118.77 $9,630 - $10,689	-90 Reduced 2.19%	4,026 $443,000
Q4 2017 Jan 16, 2018	BUY	$95.86 - $107.83 $394,559 - $443,828	4,116	4,116 $440,000

Others Institutions Holding JPM

# of Institutions

4,532

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $609B
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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Dakota Wealth Management Jpmorgan Chase & CO Transaction History