Gsb Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Gsb Wealth Management, LLC

$387 Million
Q3 2024

A detailed history of Gsb Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 15,298 shares of JPM stock, worth $3.8 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

15,298

Previous 15,963 4.17%

Holding current value

$3.8 Million

Previous $3.23 Million 0.12%

% of portfolio

0.83%

Previous 0.89%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $129,608 - $149,492	-665 Reduced 4.17%	15,298 $3.22 Million
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $18,728 - $21,298	-104 Reduced 0.65%	15,963 $3.23 Million
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $37,762 - $45,267	-226 Reduced 1.39%	16,067 $3.22 Million
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $47,491 - $59,605	-350 Reduced 2.1%	16,293 $2.77 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $4,725 - $5,214	33 Added 0.2%	16,643 $2.41 Million
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $14,786 - $16,871	116 Added 0.7%	16,610 $2.42 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $185,866 - $213,974	-1,488 Reduced 8.27%	16,494 $2.15 Million
Q4 2022 Feb 16, 2023	SELL	$101.96 - $137.84 $721,672 - $975,631	-7,078 Reduced 28.24%	17,982 $2.41 Million
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $5,638 - $32,797	-272 Reduced 1.07%	25,060 $2.62 Million
Q2 2022 Jul 20, 2022	SELL	$112.61 - $135.91 $45,381 - $54,771	-403 Reduced 1.57%	25,332 $2.85 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $139,077 - $182,588	-1,084 Reduced 4.04%	25,735 $3.51 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $566,807 - $632,493	3,682 Added 15.91%	26,819 $4.25 Million
Q3 2021 Oct 22, 2021	SELL	$146.97 - $166.98 $655,339 - $744,563	-4,459 Reduced 16.16%	23,137 $3.79 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $44,358 - $50,098	301 Added 1.1%	27,596 $4.29 Million
Q1 2021 Aug 11, 2021	SELL	$125.65 - $157.65 $122 Million - $153 Million	-968,900 Reduced 97.26%	27,295 $4.16 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $125 Million - $157 Million	996,195 New	996,195 $152 Million
Q1 2020 Apr 30, 2020	SELL	$79.03 - $141.09 $118,545 - $211,635	-1,500 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $830,151 - $1.03 Million	-7,424 Reduced 83.19%	1,500 $209,000
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $20,686 - $25,789	-185 Reduced 2.03%	8,924 $1.25 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $954,623 - $1.1 Million	9,109 New	9,109 $1.07 Million
Q3 2017 Nov 24, 2017	SELL	$88.42 - $95.51 $198,591 - $214,515	-2,246 Closed	0 $0
Q2 2017 Aug 21, 2017	BUY	N/A	2,246	2,246 $205,000

Others Institutions Holding JPM

# of Institutions

4,613

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gsb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gsb Wealth Management, LLC with notifications on news.

Account

Gsb Wealth Management, LLC Jpmorgan Chase & CO Transaction History