Hemington Wealth Management Jpmorgan Chase & CO Transaction History

Hemington Wealth Management

$276 Million
Q1 2024

A detailed history of Hemington Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hemington Wealth Management holds 9,202 shares of JPM stock, worth $1.86 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

9,202

Previous 10,518 12.51%

Holding current value

$1.86 Million

Previous $1.79 Million 3.07%

% of portfolio

0.67%

Previous 0.69%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $219,890 - $263,594	-1,316 Reduced 12.51%	9,202 $1.84 Million
Q4 2023 Jan 26, 2024	BUY	$135.69 - $170.3 $174,361 - $218,835	1,285 Added 13.92%	10,518 $1.79 Million
Q3 2023 Oct 20, 2023	SELL	$143.21 - $158.0 $64,158 - $70,784	-448 Reduced 4.63%	9,233 $1.34 Million
Q2 2023 Aug 04, 2023	SELL	$127.47 - $145.44 $41,937 - $47,849	-329 Reduced 3.29%	9,681 $1.41 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $27,480 - $31,636	220 Added 2.25%	10,010 $1.3 Million

Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $4,588 - $6,202	-45 Reduced 0.46%	9,790 $1.31 Million
Q3 2022 Oct 31, 2022	BUY	$20.73 - $120.58 $290 - $1,688	14 Added 0.14%	9,835 $1.03 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $14,977 - $18,076	133 Added 1.37%	9,821 $1.11 Million
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $413,510 - $542,882	3,223 Added 49.85%	9,688 $1.32 Million
Q4 2021 Jan 13, 2022	SELL	$153.94 - $171.78 $442,269 - $493,523	-2,873 Reduced 30.77%	6,465 $822,000
Q3 2021 Oct 06, 2021	SELL	$146.97 - $166.98 $37,183 - $42,245	-253 Reduced 2.64%	9,338 $1.53 Million
Q2 2021 Jul 09, 2021	SELL	$147.37 - $166.44 $124,085 - $140,142	-842 Reduced 8.07%	9,591 $1.49 Million
Q1 2021 Apr 12, 2021	BUY	$125.65 - $157.65 $498,579 - $625,555	3,968 Added 61.38%	10,433 $1.59 Million
Q4 2020 Feb 01, 2021	BUY	$96.54 - $127.07 $624,131 - $821,507	6,465 New	6,465 $822,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Hemington Wealth Management Jpmorgan Chase & CO Transaction History