Jackson Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Jackson Wealth Management, LLC

  • $340 Million
  • Q2 2024

A detailed history of Jackson Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 996 shares of JPM stock, worth $201,450. This represents 0.06% of its overall portfolio holdings.

Number of Shares
996
Holding current value
$201,450
% of portfolio
0.06%

Shares

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

Jul 01, 2024
BUY
$180.08 - $204.79 $179,359 - $203,970
996 New
996 $201,000
Q1 2022

May 05, 2022
SELL
$128.3 - $168.44 $165,250 - $216,950
-1,288 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$153.94 - $171.78 $198,274 - $221,252
1,288 New
1,288 $204,000
Q3 2021

Dec 10, 2021
SELL
$146.97 - $166.98 $1.61 Million - $1.83 Million
-10,983 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$147.37 - $166.44 $1.62 Million - $1.83 Million
10,983 New
10,983 $1.71 Million
Q1 2020

May 13, 2020
SELL
$79.03 - $141.09 $1.55 Million - $2.77 Million
-19,598 Closed
0 $0
Q4 2019

Feb 04, 2020
SELL
$111.82 - $139.4 $407,472 - $507,973
-3,644 Reduced 15.68%
19,598 $2.61 Million
Q3 2019

Nov 07, 2019
BUY
$104.8 - $120.23 $441,417 - $506,408
4,212 Added 22.13%
23,242 $2.65 Million
Q2 2019

Jul 12, 2019
BUY
$104.64 - $116.12 $62,784 - $69,672
600 Added 3.26%
19,030 $2.16 Million
Q1 2019

May 09, 2019
BUY
$97.11 - $107.19 $43,213 - $47,699
445 Added 2.47%
18,430 $1.87 Million
Q4 2018

Jan 24, 2019
SELL
$92.14 - $115.32 $13,544 - $16,952
-147 Reduced 0.81%
17,985 $1.75 Million
Q3 2018

Nov 14, 2018
BUY
$103.61 - $118.63 $153,653 - $175,928
1,483 Added 8.91%
18,132 $2.05 Million
Q2 2018

Aug 08, 2018
SELL
$103.24 - $114.29 $6,400 - $7,085
-62 Reduced 0.37%
16,649 $1.92 Million
Q1 2018

May 03, 2018
SELL
$107.01 - $118.77 $317,177 - $352,034
-2,964 Reduced 15.06%
16,711 $1.86 Million
Q4 2017

Feb 05, 2018
BUY
$95.86 - $107.83 $13,707 - $15,419
143 Added 0.73%
19,675 $2.15 Million
Q3 2017

Nov 09, 2017
BUY
$88.42 - $95.51 $87,005 - $93,981
984 Added 5.31%
19,532 $1.9 Million
Q2 2017

Aug 10, 2017
BUY
N/A
18,548
18,548 $1.73 Million

Others Institutions Holding JPM

# of Institutions
4,418
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
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 $593B
  • 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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