Elmwood Wealth Management, Inc. Jpmorgan Chase & CO Transaction History

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 10,678 shares of JPM stock, worth $2.16 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

10,678

Previous 8,252 29.4%

Holding current value

$2.16 Million

Previous $1.4 Million 52.39%

% of portfolio

0.98%

Previous 1.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$167.09 - $200.3 $405,360 - $485,927	2,426 Added 29.4%	10,678 $2.14 Million
Q4 2023 Jan 30, 2024	SELL	$135.69 - $170.3 $435,971 - $547,173	-3,213 Reduced 28.02%	8,252 $1.4 Million
Q3 2023 Nov 15, 2023	SELL	$143.21 - $158.0 $54,849 - $60,514	-383 Reduced 3.23%	11,465 $1.66 Million
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $118,802 - $135,550	-932 Reduced 7.29%	11,848 $1.72 Million
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $18,111 - $20,851	145 Added 1.15%	12,780 $1.67 Million

Q4 2022 Jan 25, 2023	SELL	$101.96 - $137.84 $5,098 - $6,892	-50 Reduced 0.39%	12,635 $0
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $5,493 - $31,953	265 Added 2.13%	12,685 $1.33 Million
Q2 2022 Jul 12, 2022	BUY	$112.61 - $135.91 $195,941 - $236,483	1,740 Added 16.29%	12,420 $1.4 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $35,924 - $47,163	280 Added 2.69%	10,680 $1.46 Million
Q4 2021 Feb 08, 2022	BUY	$153.94 - $171.78 $52,339 - $58,405	340 Added 3.38%	10,400 $1.65 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $15,706 - $19,706	-125 Reduced 1.23%	10,060 $1.53 Million
Q2 2020 Aug 13, 2020	SELL	$84.03 - $113.45 $237,888 - $321,176	-2,831 Reduced 21.75%	10,185 $958,000
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $81,875 - $146,169	1,036 Added 8.65%	13,016 $1.17 Million
Q4 2019 Feb 05, 2020	SELL	$111.82 - $139.4 $46,181 - $57,572	-413 Reduced 3.33%	11,980 $1.67 Million
Q3 2019 Nov 13, 2019	SELL	$104.8 - $120.23 $5,135 - $5,891	-49 Reduced 0.39%	12,393 $1.46 Million
Q2 2019 Aug 07, 2019	SELL	$104.64 - $116.12 $20,823 - $23,107	-199 Reduced 1.57%	12,442 $1.39 Million
Q1 2019 May 22, 2019	SELL	$97.11 - $107.19 $78,076 - $86,180	-804 Reduced 5.98%	12,641 $1.28 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $50,769 - $63,541	551 Added 4.27%	13,445 $1.31 Million
Q3 2018 Oct 11, 2018	SELL	$103.61 - $118.63 $15,437 - $17,675	-149 Reduced 1.14%	12,894 $1.45 Billion
Q2 2018 Aug 22, 2018	BUY	$103.24 - $114.29 $2,787 - $3,085	27 Added 0.21%	13,043 $1.36 Billion
Q1 2018 May 10, 2018	BUY	$107.01 - $118.77 $1.39 Million - $1.55 Million	13,016 New	13,016 $1.43 Billion

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Elmwood Wealth Management, Inc. Jpmorgan Chase & CO Transaction History