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 $674,643. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,830
Previous 2,703 4.7%
Holding current value
$674,643
Previous $541,000 5.73%
% of portfolio
0.12%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $699B
  • 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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