Hurlow Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History

Hurlow Wealth Management Group, Inc.

$319 Million
Q3 2024

A detailed history of Hurlow Wealth Management Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 5,498 shares of JPM stock, worth $1.37 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

5,498

Previous 5,498 -0.0%

Holding current value

$1.37 Million

Previous $1.11 Million 4.14%

% of portfolio

0.36%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$180.08 - $204.79 $15,126 - $17,202	-84 Reduced 1.5%	5,498 $1.11 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $1,169 - $1,402	7 Added 0.13%	5,582 $1.12 Million
Q4 2023 Jan 08, 2024	BUY	$135.69 - $170.3 $13,297 - $16,689	98 Added 1.79%	5,575 $948,000
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $60,864 - $67,150	-425 Reduced 7.2%	5,477 $794,000
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $1,402 - $1,599	-11 Reduced 0.19%	5,902 $858,000
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $1,374 - $1,581	11 Added 0.19%	5,913 $770,000
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $9,890 - $13,370	97 Added 1.67%	5,902 $0
Q3 2022 Oct 13, 2022	SELL	$20.73 - $120.58 $6,053 - $35,209	-292 Reduced 4.79%	5,805 $607,000
Q1 2022 Apr 13, 2022	SELL	$128.3 - $168.44 $8,852 - $11,622	-69 Reduced 1.12%	6,097 $831,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $10,621 - $11,852	69 Added 1.13%	6,166 $793,000
Q3 2021 Oct 08, 2021	SELL	$146.97 - $166.98 $10,140 - $11,521	-69 Reduced 1.12%	6,097 $998,000
Q2 2021 Jul 22, 2021	SELL	$147.37 - $166.44 $9,136 - $10,319	-62 Reduced 1.0%	6,166 $959,000
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $25,130 - $31,530	200 Added 3.32%	6,228 $948,000
Q4 2020 Jan 19, 2021	BUY	$96.54 - $127.07 $4,827 - $6,353	50 Added 0.84%	6,028 $766,000
Q1 2020 Apr 16, 2020	SELL	$79.03 - $141.09 $16,596 - $29,628	-210 Reduced 3.39%	5,978 $543,000
Q4 2019 Jan 17, 2020	SELL	$111.82 - $139.4 $5,591 - $6,970	-50 Reduced 0.8%	6,188 $843,000
Q4 2018 Feb 01, 2019	BUY	$92.14 - $115.32 $574,769 - $719,366	6,238 New	6,238 $648,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $732B
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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Hurlow Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History