Jeppson Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 14,337 shares of JPM stock, worth $2.9 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

14,337

Previous 14,647 2.12%

Holding current value

$2.9 Million

Previous $2.49 Million 15.25%

% of portfolio

1.11%

Previous 1.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $51,797 - $62,093	-310 Reduced 2.12%	14,337 $2.87 Million
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $542 - $681	-4 Reduced 0.03%	14,647 $2.49 Million
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $100,247 - $110,600	-700 Reduced 4.56%	14,651 $2.12 Million
Q2 2023 Jul 31, 2023	SELL	$127.47 - $145.44 $37,731 - $43,050	-296 Reduced 1.89%	15,351 $2.23 Million
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $31,976 - $36,812	-256 Reduced 1.61%	15,647 $2.04 Million

Q4 2022 Jan 27, 2023	SELL	$101.96 - $137.84 $69,740 - $94,282	-684 Reduced 4.12%	15,903 $0
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $14,635 - $85,129	-706 Reduced 4.08%	16,587 $1.73 Million
Q2 2022 Aug 03, 2022	BUY	$112.61 - $135.91 $211,031 - $254,695	1,874 Added 12.15%	17,293 $1.95 Million
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $211,823 - $278,094	1,651 Added 11.99%	15,419 $2.1 Million
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $13,084 - $14,601	85 Added 0.62%	13,768 $2.18 Million
Q3 2021 Nov 17, 2021	BUY	$146.97 - $166.98 $30,863 - $35,065	210 Added 1.56%	13,683 $2.24 Million
Q2 2021 Jul 20, 2021	SELL	$147.37 - $166.44 $18,421 - $20,805	-125 Reduced 0.92%	13,473 $2.1 Million
Q1 2021 May 19, 2021	SELL	$125.65 - $157.65 $215,489 - $270,369	-1,715 Reduced 11.2%	13,598 $2.07 Million
Q4 2020 Mar 05, 2021	BUY	$96.54 - $127.07 $125,502 - $165,191	1,300 Added 9.28%	15,313 $1.95 Million
Q3 2020 Nov 19, 2020	BUY	$91.28 - $103.82 $1.28 Million - $1.45 Million	14,013 New	14,013 $1.35 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

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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Jeppson Wealth Management, LLC Jpmorgan Chase & CO Transaction History