Hedeker Wealth, LLC Jpmorgan Chase & CO Transaction History

Hedeker Wealth, LLC

$364 Million
Q3 2024

A detailed history of Hedeker Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hedeker Wealth, LLC holds 18,982 shares of JPM stock, worth $4.74 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

18,982

Previous 18,971 0.06%

Holding current value

$4.74 Million

Previous $3.84 Million 4.27%

% of portfolio

1.1%

Previous 1.15%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$194.9 - $224.8 $2,143 - $2,472	11 Added 0.06%	18,982 $4 Million
Q2 2024 Jul 19, 2024	SELL	$180.08 - $204.79 $68,970 - $78,434	-383 Reduced 1.98%	18,971 $3.84 Million
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $102,760 - $123,184	615 Added 3.28%	19,354 $3.88 Million
Q4 2023 Jan 24, 2024	SELL	$135.69 - $170.3 $57,668 - $72,377	-425 Reduced 2.22%	18,739 $3.19 Million
Q3 2023 Nov 07, 2023	SELL	$143.21 - $158.0 $1.83 Million - $2.01 Million	-12,751 Reduced 39.95%	19,164 $2.78 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $1 Million - $1.15 Million	-7,875 Reduced 19.79%	31,915 $4.64 Million
Q1 2023 Apr 18, 2023	SELL	$124.91 - $143.8 $34,225 - $39,401	-274 Reduced 0.68%	39,790 $5.19 Million
Q4 2022 Jan 20, 2023	SELL	$101.96 - $137.84 $7,035 - $9,510	-69 Reduced 0.17%	40,064 $0
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $88,620 - $515,479	4,275 Added 11.92%	40,133 $4.19 Million
Q2 2022 Jul 28, 2022	SELL	$112.61 - $135.91 $310,240 - $374,432	-2,755 Reduced 7.13%	35,858 $4.11 Million
Q1 2022 Apr 13, 2022	BUY	$128.3 - $168.44 $145,620 - $191,179	1,135 Added 3.03%	38,613 $5.26 Million
Q4 2021 Feb 01, 2022	SELL	$153.94 - $171.78 $31,403 - $35,043	-204 Reduced 0.54%	37,478 $5.93 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $221,483 - $251,638	1,507 Added 4.17%	37,682 $6.17 Million
Q2 2021 Jul 21, 2021	SELL	$147.37 - $166.44 $162,107 - $183,084	-1,100 Reduced 2.95%	36,175 $5.63 Million
Q1 2021 May 04, 2021	SELL	$125.65 - $157.65 $46,239 - $58,015	-368 Reduced 0.98%	37,275 $5.67 Million
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $150,216 - $197,720	1,556 Added 4.31%	37,643 $4.78 Million
Q3 2020 Oct 26, 2020	SELL	$91.28 - $103.82 $542,933 - $617,521	-5,948 Reduced 14.15%	36,087 $3.47 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $17,898 - $24,164	213 Added 0.51%	42,035 $3.95 Million
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $53,503 - $95,517	-677 Reduced 1.59%	41,822 $3.77 Million
Q4 2019 Jan 28, 2020	BUY	$111.82 - $139.4 $1,565 - $1,951	14 Added 0.03%	42,499 $5.92 Million
Q3 2019 Nov 01, 2019	BUY	$104.8 - $120.23 $165,584 - $189,963	1,580 Added 3.86%	42,485 $5 Million
Q2 2019 Jul 26, 2019	BUY	$104.64 - $116.12 $137,496 - $152,581	1,314 Added 3.32%	40,905 $4.57 Million
Q1 2019 Apr 22, 2019	BUY	$97.11 - $107.19 $52,148 - $57,561	537 Added 1.38%	39,591 $3.89 Million
Q4 2018 Jan 16, 2019	BUY	$92.14 - $115.32 $67,722 - $84,760	735 Added 1.92%	39,054 $3.81 Million
Q3 2018 Oct 26, 2018	BUY	$103.61 - $118.63 $79,883 - $91,463	771 Added 2.05%	38,319 $4.32 Million
Q2 2018 Jul 27, 2018	BUY	$103.24 - $114.29 $1.16 Million - $1.28 Million	11,223 Added 42.63%	37,548 $3.91 Million
Q2 2018 Jul 25, 2018	SELL	$103.24 - $114.29 $1.1 Million - $1.22 Million	-10,675 Reduced 28.85%	26,325 $2.31 Million
Q1 2018 May 04, 2018	BUY	$107.01 - $118.77 $162,548 - $180,411	1,519 Added 4.28%	37,000 $4.07 Million
Q4 2017 Feb 06, 2018	BUY	$95.86 - $107.83 $191,624 - $215,552	1,999 Added 5.97%	35,481 $3.79 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $639,365 - $690,632	7,231 Added 27.55%	33,482 $3.2 Million
Q2 2017 Aug 09, 2017	BUY	N/A	26,251	26,251 $2.4 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $733B
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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Hedeker Wealth, LLC Jpmorgan Chase & CO Transaction History