Falcon Wealth Planning Jpmorgan Chase & CO Transaction History

Falcon Wealth Planning

$798 Million
Q3 2024

A detailed history of Falcon Wealth Planning transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Falcon Wealth Planning holds 12,861 shares of JPM stock, worth $3.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

12,861

Previous 12,826 0.27%

Holding current value

$3.06 Million

Previous $2.59 Million 4.47%

% of portfolio

0.34%

Previous 0.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$194.9 - $224.8 $6,821 - $7,868	35 Added 0.27%	12,861 $2.71 Million
Q2 2024 Jul 16, 2024	BUY	$180.08 - $204.79 $64,108 - $72,905	356 Added 2.85%	12,826 $2.59 Million
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $74,020 - $88,732	-443 Reduced 3.43%	12,470 $2.5 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $100,410 - $126,022	740 Added 6.08%	12,913 $2.2 Million
Q3 2023 Oct 05, 2023	SELL	$143.21 - $158.0 $53,417 - $58,934	-373 Reduced 2.97%	12,173 $1.77 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $55,959 - $63,848	439 Added 3.63%	12,546 $1.82 Million
Q4 2022 Jan 20, 2023	SELL	$101.96 - $137.84 $7,137 - $9,648	-70 Reduced 0.57%	12,107 $0
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $7,193 - $41,841	-347 Reduced 2.77%	12,177 $1.27 Million
Q2 2022 Jul 20, 2022	BUY	$112.61 - $135.91 $1,689 - $2,038	15 Added 0.12%	12,524 $1.41 Million
Q1 2022 May 05, 2022	SELL	$128.3 - $168.44 $45,161 - $59,290	-352 Reduced 2.74%	12,509 $1.71 Million
Q4 2021 Jan 24, 2022	SELL	$153.94 - $171.78 $700,734 - $781,942	-4,552 Reduced 26.14%	12,861 $2.04 Million
Q3 2021 Oct 19, 2021	BUY	$146.97 - $166.98 $143,883 - $163,473	979 Added 5.96%	17,413 $2.85 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $1,768 - $1,997	12 Added 0.07%	16,434 $2.56 Million
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $9,800 - $12,296	78 Added 0.48%	16,422 $2.5 Million
Q4 2020 Feb 01, 2021	BUY	$96.54 - $127.07 $1.58 Million - $2.08 Million	16,344 New	16,344 $2.08 Million

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 ...

More about JPM

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Falcon Wealth Planning Jpmorgan Chase & CO Transaction History