A detailed history of Graham Capital Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Graham Capital Wealth Management, LLC holds 1,672 shares of JPM stock, worth $415,575. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,672
Previous 1,650 1.33%
Holding current value
$415,575
Previous $333,000 5.71%
% of portfolio
0.42%
Previous 0.5%

Shares

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

Oct 24, 2024

BUY
$194.9 - $224.8 $4,287 - $4,945
22 Added 1.33%
1,672 $352,000
Q1 2024

Apr 23, 2024

BUY
$167.09 - $200.3 $266,341 - $319,278
1,594 Added 2846.43%
1,650 $330,000
Q1 2024

Apr 22, 2024

SELL
$167.09 - $200.3 $266,341 - $319,278
-1,594 Reduced 96.61%
56 $11,000
Q4 2023

Jan 29, 2024

BUY
$135.69 - $170.3 $6,106 - $7,663
45 Added 2.8%
1,650 $280,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $11,366 - $13,085
-91 Reduced 5.37%
1,605 $209,000
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $172,924 - $233,776
1,696 New
1,696 $227,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $176,797 - $232,110
-1,378 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $212,129 - $236,712
1,378 New
1,378 $219,000

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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