Elk River Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Elk River Wealth Management, LLC

$542 Million
Q3 2024

A detailed history of Elk River Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 44,927 shares of JPM stock, worth $11.2 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

44,927

Previous 44,535 0.88%

Holding current value

$11.2 Million

Previous $9.01 Million 5.13%

% of portfolio

1.75%

Previous 1.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$194.9 - $224.8 $76,400 - $88,121	392 Added 0.88%	44,927 $9.47 Million
Q2 2024 Jul 31, 2024	BUY	$180.08 - $204.79 $46,640 - $53,040	259 Added 0.58%	44,535 $9.01 Million
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $810,386 - $971,455	-4,850 Reduced 9.87%	44,276 $8.87 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $35,822 - $44,959	264 Added 0.54%	49,126 $8.36 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $47,402 - $52,298	-331 Reduced 0.67%	48,862 $7.09 Million
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $123,136 - $140,495	-966 Reduced 1.93%	49,193 $7.15 Million
Q1 2023 Apr 12, 2023	BUY	$124.91 - $143.8 $197,232 - $227,060	1,579 Added 3.25%	50,159 $6.54 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $17,129 - $23,157	-168 Reduced 0.34%	48,580 $0
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $16,894 - $98,272	815 Added 1.7%	48,748 $5.09 Million
Q2 2022 Jul 12, 2022	SELL	$112.61 - $135.91 $29,391 - $35,472	-261 Reduced 0.54%	47,933 $5.4 Million
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $247,362 - $324,752	1,928 Added 4.17%	48,194 $6.57 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $133,312 - $148,761	866 Added 1.91%	46,266 $7.33 Million
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $30,569 - $34,731	-208 Reduced 0.46%	45,400 $7.43 Million
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $187,159 - $211,378	1,270 Added 2.86%	45,608 $7.09 Million
Q1 2021 Apr 27, 2021	BUY	$125.65 - $157.65 $517,803 - $649,675	4,121 Added 10.25%	44,338 $6.75 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $3.88 Million - $5.11 Million	40,217 New	40,217 $5.11 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $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 ...

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Elk River Wealth Management, LLC Jpmorgan Chase & CO Transaction History