Ima Wealth, Inc. Jpmorgan Chase & CO Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ima Wealth, Inc. holds 23,529 shares of JPM stock, worth $5.59 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

23,529

Previous 22,810 3.15%

Holding current value

$5.59 Million

Previous $4.61 Million 7.5%

% of portfolio

1.08%

Previous 2.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $140,133 - $161,631	719 Added 3.15%	23,529 $4.96 Million
Q2 2024 Jul 25, 2024	SELL	$180.08 - $204.79 $31,694 - $36,043	-176 Reduced 0.77%	22,810 $4.61 Million
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $363,420 - $435,652	-2,175 Reduced 8.64%	22,986 $4.6 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $251,976 - $316,247	-1,857 Reduced 6.87%	25,161 $4.28 Million
Q3 2023 Nov 28, 2023	SELL	$143.21 - $158.0 $72,464 - $79,948	-506 Reduced 1.84%	27,018 $3.92 Million
Q2 2023 Aug 15, 2023	SELL	$127.47 - $145.44 $2,166 - $2,472	-17 Reduced 0.06%	27,524 $4 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $419,947 - $483,455	3,362 Added 13.9%	27,541 $3.59 Million
Q4 2022 Feb 15, 2023	SELL	$101.96 - $137.84 $1.09 Million - $1.48 Million	-10,710 Reduced 30.7%	24,179 $3.24 Million
Q3 2022 Nov 15, 2022	SELL	$20.73 - $120.58 $45,751 - $266,120	-2,207 Reduced 5.95%	34,889 $3.65 Million
Q2 2022 Aug 18, 2022	BUY	$112.61 - $135.91 $443,908 - $535,757	3,942 Added 11.89%	37,096 $4.18 Million
Q1 2022 Jun 13, 2022	BUY	$128.3 - $168.44 $936,333 - $1.23 Million	7,298 Added 28.23%	33,154 $4.52 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $155,171 - $173,154	1,008 Added 4.06%	25,856 $4.09 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $108,169 - $122,897	736 Added 3.05%	24,848 $4.07 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $581,374 - $656,605	3,945 Added 19.56%	24,112 $3.75 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $818,861 - $1.03 Million	-6,517 Reduced 24.42%	20,167 $3.07 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $871,370 - $1.15 Million	9,026 Added 51.12%	26,684 $3.39 Million
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $402,727 - $458,053	-4,412 Reduced 19.99%	17,658 $1.7 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $3,109 - $4,197	37 Added 0.17%	22,070 $2.08 Million
Q1 2020 Apr 14, 2020	SELL	$79.03 - $141.09 $810,136 - $1.45 Million	-10,251 Reduced 31.75%	22,033 $1.98 Million
Q4 2019 Feb 24, 2020	SELL	$111.82 - $139.4 $687,693 - $857,310	-6,150 Reduced 16.0%	32,284 $4.5 Million
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $189,478 - $217,375	1,808 Added 4.94%	38,434 $4.52 Million
Q2 2019 Jul 19, 2019	BUY	$104.64 - $116.12 $144,403 - $160,245	1,380 Added 3.92%	36,626 $4.1 Million
Q1 2019 May 09, 2019	BUY	$97.11 - $107.19 $640,343 - $706,810	6,594 Added 23.01%	35,246 $3.57 Million
Q4 2018 Jan 15, 2019	SELL	$92.14 - $115.32 $139,315 - $174,363	-1,512 Reduced 5.01%	28,652 $2.8 Million
Q3 2018 Oct 18, 2018	BUY	$103.61 - $118.63 $628,394 - $719,490	6,065 Added 25.17%	30,164 $3.4 Million
Q2 2018 Aug 01, 2018	SELL	$103.24 - $114.29 $4,336 - $4,800	-42 Reduced 0.17%	24,099 $2.51 Million
Q1 2018 Apr 20, 2018	BUY	$107.01 - $118.77 $198,396 - $220,199	1,854 Added 8.32%	24,141 $2.66 Million
Q4 2017 Feb 05, 2018	BUY	$95.86 - $107.83 $2.14 Million - $2.4 Million	22,287	22,287 $2.38 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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