A detailed history of Iht Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Iht Wealth Management, LLC holds 67,797 shares of JPM stock, worth $16.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
67,797
Previous 53,988 25.58%
Holding current value
$16.3 Million
Previous $10.9 Million 30.87%
% of portfolio
0.42%
Previous 0.42%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $2.69 Million - $3.1 Million
13,809 Added 25.58%
67,797 $14.3 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $55,644 - $63,280
309 Added 0.58%
53,988 $10.9 Million
Q1 2024

May 15, 2024

SELL
$167.09 - $200.3 $384,474 - $460,890
-2,301 Reduced 4.11%
53,679 $10.8 Million
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $416,839 - $523,161
-3,072 Reduced 5.2%
55,980 $9.52 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $440,943 - $486,482
3,079 Added 5.5%
59,052 $8.56 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $462,971 - $528,238
3,632 Added 6.94%
55,973 $8.14 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $243,074 - $279,834
1,946 Added 3.86%
52,341 $6.82 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $4,282 - $5,789
42 Added 0.08%
50,395 $6.76 Million
Q3 2022

Nov 22, 2022

BUY
$20.73 - $120.58 $161,590 - $939,921
7,795 Added 18.32%
50,353 $5.26 Million
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $876,218 - $1.06 Million
7,781 Added 22.37%
42,558 $4.79 Million
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $44,391 - $58,280
346 Added 1.0%
34,777 $4.74 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $213,360 - $238,087
1,386 Added 4.19%
34,431 $5.45 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $884,906 - $1.01 Million
-6,021 Reduced 15.41%
33,045 $5.41 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $587,564 - $663,596
3,987 Added 11.37%
39,066 $6.08 Million
Q1 2021

May 18, 2021

SELL
$125.65 - $157.65 $122,383 - $153,551
-974 Reduced 2.7%
35,079 $5.34 Million
Q4 2020

Feb 17, 2021

BUY
$96.54 - $127.07 $503,359 - $662,542
5,214 Added 16.91%
36,053 $4.58 Million
Q3 2020

Nov 19, 2020

SELL
$91.28 - $103.82 $195,065 - $221,863
-2,137 Reduced 6.48%
30,839 $2.97 Million
Q2 2020

Aug 14, 2020

SELL
$84.03 - $113.45 $241,334 - $325,828
-2,872 Reduced 8.01%
32,976 $3.1 Million
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $10,352 - $18,482
131 Added 0.37%
35,848 $3.23 Million
Q4 2019

Feb 18, 2020

SELL
$111.82 - $139.4 $48,529 - $60,499
-434 Reduced 1.2%
35,717 $4.98 Million
Q3 2019

Nov 15, 2019

BUY
$104.8 - $120.23 $277,929 - $318,849
2,652 Added 7.92%
36,151 $4.27 Million
Q2 2019

Aug 12, 2019

BUY
$104.64 - $116.12 $79,212 - $87,902
757 Added 2.31%
33,499 $3.74 Million
Q1 2019

May 16, 2019

SELL
$97.11 - $107.19 $166,058 - $183,294
-1,710 Reduced 4.96%
32,742 $3.31 Million
Q4 2018

Feb 15, 2019

BUY
$92.14 - $115.32 $326,267 - $408,348
3,541 Added 11.46%
34,452 $3.36 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $220,792 - $252,800
2,131 Added 7.4%
30,911 $3.49 Million
Q2 2018

Aug 13, 2018

BUY
$103.24 - $114.29 $1.22 Million - $1.36 Million
11,864 Added 70.13%
28,780 $3 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $160,943 - $178,630
-1,504 Reduced 8.17%
16,916 $1.82 Million
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $706,392 - $794,599
7,369 Added 66.68%
18,420 $2 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $977,129 - $1.06 Million
11,051
11,051 $1.07 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $706B
  • 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
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