A detailed history of Epg Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Epg Wealth Management LLC holds 26,762 shares of JPM stock, worth $6.65 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
26,762
Previous 0 Infinity%
Holding current value
$6.65 Million
Previous $0 Infinity%
% of portfolio
1.42%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $5.22 Million - $6.02 Million
26,762 New
26,762 $5.64 Billion
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $5.25 Million - $5.98 Million
-29,180 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $31,078 - $37,255
-186 Reduced 0.63%
29,180 $5.84 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $261,338 - $327,997
-1,926 Reduced 6.15%
29,366 $5 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $22,483 - $24,806
157 Added 0.5%
31,292 $4.54 Million
Q2 2023

Aug 15, 2023

BUY
$127.47 - $145.44 $254 - $290
2 Added 0.01%
31,135 $4.53 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $807,418 - $929,523
6,464 Added 26.2%
31,133 $4.06 Million
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $18,658 - $25,224
-183 Reduced 0.74%
24,669 $3.31 Million
Q3 2022

Nov 15, 2022

BUY
$20.73 - $120.58 $52,198 - $303,620
2,518 Added 11.27%
24,852 $2.6 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $10,472 - $12,639
93 Added 0.42%
22,334 $2.52 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $299,067 - $392,633
2,331 Added 11.71%
22,241 $3.03 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $595,439 - $664,445
3,868 Added 24.11%
19,910 $3.15 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $108,757 - $123,565
740 Added 4.84%
16,042 $2.63 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $98,148 - $110,849
666 Added 4.55%
15,302 $2.38 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $115,974 - $145,510
923 Added 6.73%
14,636 $2.23 Million
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $128,977 - $169,765
1,336 Added 10.79%
13,713 $1.74 Million
Q3 2020

Nov 02, 2020

BUY
$91.28 - $103.82 $87,628 - $99,667
960 Added 8.41%
12,377 $1.19 Million
Q2 2020

Aug 06, 2020

BUY
$84.03 - $113.45 $76,971 - $103,920
916 Added 8.72%
11,417 $1.07 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $87,802 - $156,750
1,111 Added 11.83%
10,501 $946,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $1.05 Million - $1.31 Million
9,390 New
9,390 $1.31 Million

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 $729B
  • 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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