Inlet Private Wealth, LLC Jpmorgan Chase & CO Transaction History

Inlet Private Wealth, LLC

$377 Million
Q3 2024

A detailed history of Inlet Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Inlet Private Wealth, LLC holds 53,614 shares of JPM stock, worth $13.3 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

53,614

Previous 53,789 0.33%

Holding current value

$13.3 Million

Previous $10.9 Million 3.87%

% of portfolio

2.99%

Previous 3.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$194.9 - $224.8 $34,107 - $39,340	-175 Reduced 0.33%	53,614 $11.3 Million
Q2 2024 Jul 23, 2024	SELL	$180.08 - $204.79 $104,806 - $119,187	-582 Reduced 1.07%	53,789 $10.9 Million
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $204,685 - $245,367	-1,225 Reduced 2.2%	54,371 $10.9 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $20,353 - $25,545	-150 Reduced 0.27%	55,596 $9.46 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $1.05 Million - $1.16 Million	-7,360 Reduced 11.66%	55,746 $8.08 Million
Q2 2023 Jul 27, 2023	SELL	$127.47 - $145.44 $12,747 - $14,544	-100 Reduced 0.16%	63,106 $9.18 Million
Q1 2023 May 03, 2023	SELL	$124.91 - $143.8 $55,834 - $64,278	-447 Reduced 0.7%	63,206 $8.24 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $172,618 - $233,363	1,693 Added 2.73%	63,653 $0
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $31,157 - $181,231	1,503 Added 2.49%	61,960 $6.48 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $2,139 - $2,582	19 Added 0.03%	60,457 $6.81 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $22,965 - $30,150	179 Added 0.3%	60,438 $8.24 Million
Q4 2021 Jan 31, 2022	SELL	$153.94 - $171.78 $1,385 - $1,546	-9 Reduced 0.01%	60,259 $9.54 Million
Q2 2021 Aug 04, 2021	BUY	$147.37 - $166.44 $2,800 - $3,162	19 Added 0.03%	60,268 $9.37 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $76,395 - $95,851	608 Added 1.02%	60,249 $9.17 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $24,135 - $31,767	-250 Reduced 0.42%	59,641 $7.58 Million
Q3 2020 Oct 16, 2020	BUY	$91.28 - $103.82 $184,385 - $209,716	2,020 Added 3.49%	59,891 $5.77 Million
Q1 2020 Apr 28, 2020	SELL	$79.03 - $141.09 $7,903 - $14,109	-100 Reduced 0.17%	57,871 $5.21 Million
Q4 2019 Jan 17, 2020	BUY	$111.82 - $139.4 $67,092 - $83,640	600 Added 1.05%	57,971 $8.08 Million
Q3 2019 Oct 17, 2019	BUY	$104.8 - $120.23 $167,680 - $192,368	1,600 Added 2.87%	57,371 $6.75 Million
Q2 2019 Jul 22, 2019	BUY	$104.64 - $116.12 $567,985 - $630,299	5,428 Added 10.78%	55,771 $6.43 Million
Q1 2019 Apr 26, 2019	BUY	$97.11 - $107.19 $1.16 Million - $1.29 Million	11,994 Added 31.28%	50,343 $5.1 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $3.53 Million - $4.42 Million	38,349 New	38,349 $3.74 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Inlet Private Wealth, LLC Jpmorgan Chase & CO Transaction History