A detailed history of Jgp Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 91,756 shares of JPM stock, worth $20.2 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
91,756
Previous 92,301 0.59%
Holding current value
$20.2 Million
Previous $18.7 Million 3.6%
% of portfolio
2.5%
Previous 2.66%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$194.9 - $224.8 $106,220 - $122,516
-545 Reduced 0.59%
91,756 $19.3 Million
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $117,052 - $133,113
-650 Reduced 0.7%
92,301 $18.7 Million
Q1 2024

Apr 24, 2024

SELL
$167.09 - $200.3 $2.13 Million - $2.55 Million
-12,731 Reduced 12.05%
92,951 $18.6 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $159,707 - $200,443
1,177 Added 1.13%
105,682 $18 Million
Q3 2023

Oct 19, 2023

BUY
$143.21 - $158.0 $346,568 - $382,360
2,420 Added 2.37%
104,505 $15.2 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $89,483 - $102,098
702 Added 0.69%
102,085 $14.8 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $3.6 Million - $4.15 Million
28,853 Added 39.78%
101,383 $13.2 Million
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $105,732 - $142,940
1,037 Added 1.45%
72,530 $9.73 Million
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $62,853 - $365,598
3,032 Added 4.43%
71,493 $7.58 Million
Q2 2022

Jul 19, 2022

BUY
$112.61 - $135.91 $365,532 - $441,163
3,246 Added 4.98%
68,461 $7.66 Million
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $47,727 - $62,659
372 Added 0.57%
65,215 $8.71 Million
Q4 2021

Jan 18, 2022

BUY
$153.94 - $171.78 $296,488 - $330,848
1,926 Added 3.06%
64,843 $10.6 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $39,387 - $44,750
268 Added 0.43%
62,917 $10.3 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $664,933 - $750,977
-4,512 Reduced 6.72%
62,649 $9.74 Million
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $54,029 - $67,789
430 Added 0.64%
67,161 $10.2 Million
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $139,983 - $184,251
1,450 Added 2.22%
66,731 $9.23 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $228,930 - $260,380
2,508 Added 4.0%
65,281 $6.51 Million
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $78,484 - $105,962
934 Added 1.51%
62,773 $5.86 Million
Q1 2020

Apr 14, 2020

BUY
$79.03 - $141.09 $8,140 - $14,532
103 Added 0.17%
61,839 $5.83 Million
Q4 2019

Jan 09, 2020

BUY
$111.82 - $139.4 $470,985 - $587,152
4,212 Added 7.32%
61,736 $8.53 Million
Q3 2019

Oct 24, 2019

BUY
$104.8 - $120.23 $60,993 - $69,973
582 Added 1.02%
57,524 $6.52 Million
Q2 2019

Jul 15, 2019

BUY
$104.64 - $116.12 $96,268 - $106,830
920 Added 1.64%
56,942 $6.37 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $489,531 - $540,344
5,041 Added 9.89%
56,022 $5.67 Million
Q4 2018

Jan 17, 2019

BUY
$92.14 - $115.32 $143,554 - $179,668
1,558 Added 3.15%
50,981 $4.98 Million
Q3 2018

Nov 27, 2018

BUY
$103.61 - $118.63 $37,817 - $43,299
365 Added 0.74%
49,423 $5.58 Million
Q2 2018

Aug 10, 2018

BUY
$103.24 - $114.29 $5.06 Million - $5.61 Million
49,058 New
49,058 $5.11 Million

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 $645B
  • 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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