Janiczek Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 2,830 shares of JPM stock, worth $626,816. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,830

Previous 2,703 4.7%

Holding current value

$626,816

Previous $541,000 5.73%

% of portfolio

0.12%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $22,870 - $26,008	127 Added 4.7%	2,830 $572,000
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $39,433 - $47,270	236 Added 9.57%	2,703 $541,000
Q4 2023 Jan 26, 2024	BUY	$135.69 - $170.3 $58,482 - $73,399	431 Added 21.17%	2,467 $419,000
Q3 2023 Oct 13, 2023	BUY	$143.21 - $158.0 $101,822 - $112,338	711 Added 53.66%	2,036 $295,000
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $12,364 - $14,107	97 Added 7.9%	1,325 $192,000
Q1 2023 Apr 21, 2023	SELL	$124.91 - $143.8 $12,740 - $14,667	-102 Reduced 7.67%	1,228 $160,000
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $48,023 - $64,922	471 Added 54.83%	1,330 $0
Q3 2022 Oct 17, 2022	SELL	$20.73 - $120.58 $4,767 - $27,733	-230 Reduced 21.12%	859 $90,000
Q2 2022 Aug 03, 2022	BUY	$112.61 - $135.91 $5,517 - $6,659	49 Added 4.71%	1,089 $126,000
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $513 - $673	4 Added 0.39%	1,040 $142,000
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $8,774 - $9,791	57 Added 5.82%	1,036 $164,000
Q3 2021 Oct 19, 2021	BUY	$146.97 - $166.98 $17,342 - $19,703	118 Added 13.7%	979 $160,000
Q2 2021 Jul 28, 2021	BUY	$147.37 - $166.44 $10,315 - $11,650	70 Added 8.85%	861 $134,000
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $27,140 - $34,052	216 Added 37.57%	791 $120,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $3,089 - $4,066	32 Added 5.89%	575 $73,000
Q3 2020 Oct 19, 2020	SELL	$91.28 - $103.82 $15,791 - $17,960	-173 Reduced 24.16%	543 $52,000
Q2 2020 Jul 17, 2020	BUY	$84.03 - $113.45 $28,654 - $38,686	341 Added 90.93%	716 $67,000
Q1 2020 Apr 20, 2020	SELL	$79.03 - $141.09 $1,185 - $2,116	-15 Reduced 3.85%	375 $34,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $1,677 - $2,091	15 Added 4.0%	390 $54,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $18,340 - $21,040	175 Added 87.5%	375 $44,000
Q1 2019 May 02, 2019	SELL	$97.11 - $107.19 $40,786 - $45,019	-420 Reduced 67.74%	200 $20,000
Q3 2018 Oct 22, 2018	SELL	$103.61 - $118.63 $1,554 - $1,779	-15 Reduced 2.36%	620 $70,000
Q2 2018 Jul 25, 2018	BUY	$103.24 - $114.29 $65,557 - $72,574	635 New	635 $66,000

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $650B
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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Janiczek Wealth Management, LLC Jpmorgan Chase & CO Transaction History