Journey Strategic Wealth LLC Jpmorgan Chase & CO Transaction History

Journey Strategic Wealth LLC

$3.03 Billion
Q2 2025

A detailed history of Journey Strategic Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 35,572 shares of JPM stock, worth $10.6 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

35,572

Previous 26,879 32.34%

Holding current value

$10.6 Million

Previous $6.59 Million 56.41%

% of portfolio

0.34%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$210.28 - $289.91 $1.83 Million - $2.52 Million	8,693 Added 32.34%	35,572 $10.3 Million
Q1 2025 May 06, 2025	BUY	$225.19 - $279.95 $1.37 Million - $1.7 Million	6,089 Added 29.29%	26,879 $6.59 Million
Q4 2024 Jan 24, 2025	BUY	$205.18 - $250.29 $566,707 - $691,300	2,762 Added 15.32%	20,790 $4.98 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $833,977 - $961,919	4,279 Added 31.12%	18,028 $3.8 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $314,779 - $357,972	1,748 Added 14.57%	13,749 $2.78 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $433,765 - $519,978	2,596 Added 27.6%	12,001 $2.4 Million
Q4 2023 Feb 09, 2024	BUY	$135.69 - $170.3 $72,051 - $90,429	531 Added 5.98%	9,405 $1.6 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $166,839 - $184,070	-1,165 Reduced 11.6%	8,874 $1.29 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $158,700 - $181,072	-1,245 Reduced 11.03%	10,039 $1.46 Million
Q1 2023 May 11, 2023	SELL	$124.91 - $143.8 $104,050 - $119,785	-833 Reduced 6.87%	11,284 $1.47 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $373,071 - $504,356	3,659 Added 43.26%	12,117 $1.63 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $47,057 - $273,716	2,270 Added 36.68%	8,458 $885,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $35,246 - $42,539	-313 Reduced 4.81%	6,188 $697,000
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $103,024 - $135,257	803 Added 14.09%	6,501 $886,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $877,150 - $978,802	5,698 New	5,698 $902,000

Others Institutions Holding JPM

# of Institutions

5,358

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

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 $871B
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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Journey Strategic Wealth LLC Jpmorgan Chase & CO Transaction History