Hohimer Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Hohimer Wealth Management, LLC

  • $424 Million
  • Q2 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 5,479 shares of JPM stock, worth $1.15 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,479
Previous 39,728 86.21%
Holding current value
$1.15 Million
Previous $7.96 Million 86.08%
% of portfolio
0.26%
Previous 1.9%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$180.08 - $204.79 $6.17 Million - $7.01 Million
-34,249 Reduced 86.21%
5,479 $1.11 Million
Q1 2024

May 07, 2024
BUY
$167.09 - $200.3 $204,852 - $245,567
1,226 Added 3.18%
39,728 $7.96 Million
Q4 2023

Feb 09, 2024
SELL
$135.69 - $170.3 $120,899 - $151,737
-891 Reduced 2.26%
38,502 $6.55 Million
Q3 2023

Nov 20, 2023
SELL
$143.21 - $158.0 $99,817 - $110,126
-697 Reduced 1.74%
39,393 $5.71 Million
Q2 2023

Jul 27, 2023
SELL
$127.47 - $145.44 $168,897 - $192,708
-1,325 Reduced 3.2%
40,090 $5.83 Million
Q1 2023

May 02, 2023
BUY
$124.91 - $143.8 $171,626 - $197,581
1,374 Added 3.43%
41,415 $5.4 Million
Q4 2022

Feb 01, 2023
SELL
$101.96 - $137.84 $212,790 - $287,672
-2,087 Reduced 4.95%
40,041 $5.37 Million
Q3 2022

Nov 02, 2022
BUY
$20.73 - $120.58 $174,753 - $1.02 Million
8,430 Added 25.02%
42,128 $4.4 Million
Q2 2022

Jul 25, 2022
SELL
$112.61 - $135.91 $814,620 - $983,172
-7,234 Reduced 17.67%
33,698 $3.8 Million
Q1 2022

May 03, 2022
BUY
$128.3 - $168.44 $145,107 - $190,505
1,131 Added 2.84%
40,932 $5.58 Million
Q4 2021

Jan 25, 2022
SELL
$153.94 - $171.78 $303,415 - $338,578
-1,971 Reduced 4.72%
39,801 $6.3 Million
Q3 2021

Oct 18, 2021
SELL
$146.97 - $166.98 $151,673 - $172,323
-1,032 Reduced 2.41%
41,772 $6.84 Million
Q2 2021

Jul 12, 2021
BUY
$147.37 - $166.44 $273,371 - $308,746
1,855 Added 4.53%
42,804 $6.66 Million
Q1 2021

Apr 12, 2021
BUY
$125.65 - $157.65 $73,882 - $92,698
588 Added 1.46%
40,949 $6.23 Million
Q4 2020

Jan 11, 2021
SELL
$96.54 - $127.07 $1.05 Million - $1.39 Million
-10,904 Reduced 21.27%
40,361 $5.13 Million
Q3 2020

Nov 13, 2020
BUY
$91.28 - $103.82 $1.52 Million - $1.73 Million
16,699 Added 48.31%
51,265 $5.12 Million
Q2 2020

Jul 14, 2020
BUY
$84.03 - $113.45 $597,537 - $806,742
7,111 Added 25.9%
34,566 $3.25 Million
Q1 2020

May 05, 2020
BUY
$79.03 - $141.09 $1.15 Million - $2.05 Million
14,528 Added 112.38%
27,455 $2.6 Million
Q4 2019

Feb 14, 2020
BUY
$111.82 - $139.4 $1.45 Million - $1.8 Million
12,927 New
12,927 $1.8 Million

Others Institutions Holding JPM

# of Institutions
4,533
Shares Held
2.01B
Call Options Held
26.2M
Put Options Held
29.1M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $617B
  • 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

Track Hohimer Wealth Management, LLC Portfolio

Follow Hohimer Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email