Domani Wealth, LLC Jpmorgan Chase & CO Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Domani Wealth, LLC holds 3,793 shares of JPM stock, worth $901,216. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,793

Previous 3,687 2.87%

Holding current value

$901,216

Previous $494,000 -0.0%

% of portfolio

0.11%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$124.91 - $143.8 $13,240 - $15,242	106 Added 2.87%	3,793 $494,000
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $3,160 - $4,273	31 Added 0.85%	3,687 $0
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $7,421 - $43,167	-358 Reduced 8.92%	3,656 $382,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $22,522 - $27,182	-200 Reduced 4.75%	4,014 $452,000
Q1 2022 Apr 15, 2022	SELL	$128.3 - $168.44 $25,146 - $33,014	-196 Reduced 4.44%	4,214 $574,000
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $61,422 - $68,540	399 Added 9.95%	4,410 $698,000
Q3 2021 Oct 20, 2021	SELL	$146.97 - $166.98 $8,230 - $9,350	-56 Reduced 1.38%	4,011 $657,000
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $1,031 - $1,165	7 Added 0.17%	4,067 $633,000
Q1 2021 Apr 12, 2021	BUY	$125.65 - $157.65 $77,023 - $96,639	613 Added 17.78%	4,060 $618,000
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $37,457 - $49,303	-388 Reduced 10.12%	3,447 $438,000
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $39,159 - $44,538	-429 Reduced 10.06%	3,835 $369,000
Q2 2020 Jul 24, 2020	SELL	$84.03 - $113.45 $74,618 - $100,743	-888 Reduced 17.24%	4,264 $401,000
Q1 2020 Apr 10, 2020	BUY	$79.03 - $141.09 $8,298 - $14,814	105 Added 2.08%	5,152 $464,000
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $39,584 - $49,347	-354 Reduced 6.55%	5,047 $704,000
Q3 2019 Oct 11, 2019	BUY	$104.8 - $120.23 $11,213 - $12,864	107 Added 2.02%	5,401 $636,000
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $51,506 - $64,463	-559 Reduced 9.55%	5,294 $517,000
Q3 2018 Nov 09, 2018	BUY	$103.61 - $118.63 $75,635 - $86,599	730 Added 14.25%	5,853 $661,000
Q3 2017 Nov 02, 2017	SELL	$88.42 - $95.51 $5,835 - $6,303	-66 Reduced 1.27%	5,123 $489,000
Q2 2017 Aug 11, 2017	BUY	N/A	5,189	5,189 $474,000

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 $697B
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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Domani Wealth, LLC Jpmorgan Chase & CO Transaction History