Keebeck Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Keebeck Wealth Management, LLC

$667 Million
Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 3,617 shares of JPM stock, worth $859,399. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,617

Previous 14,346 74.79%

Holding current value

$859,399

Previous $2.9 Million 73.73%

% of portfolio

0.11%

Previous 0.43%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $2.09 Million - $2.41 Million	-10,729 Reduced 74.79%	3,617 $762,000
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $1.08 Million - $1.23 Million	-6,001 Reduced 29.49%	14,346 $2.9 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $21,710 - $27,248	160 Added 0.79%	20,347 $3.46 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $1,288 - $1,422	9 Added 0.04%	20,187 $2.93 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $22,562 - $25,742	177 Added 0.88%	20,178 $2.93 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $5,246 - $6,039	42 Added 0.21%	20,001 $2.61 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $20,595 - $27,843	202 Added 1.02%	19,959 $2.68 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $168,161 - $978,144	-8,112 Reduced 29.11%	19,757 $2.07 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $186,819 - $225,474	-1,659 Reduced 5.62%	27,869 $3.14 Million
Q1 2022 May 16, 2022	SELL	$128.3 - $168.44 $427,752 - $561,578	-3,334 Reduced 10.15%	29,528 $4.03 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $209,974 - $234,307	1,364 Added 4.33%	32,862 $5.2 Million
Q3 2021 Nov 16, 2021	BUY	$146.97 - $166.98 $50,263 - $57,107	342 Added 1.1%	31,498 $5.16 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $415,141 - $468,861	-2,817 Reduced 8.29%	31,156 $4.85 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $63,453 - $79,613	505 Added 1.51%	33,973 $5.17 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $40,257 - $52,988	417 Added 1.26%	33,468 $4.25 Million
Q3 2020 Nov 02, 2020	BUY	$91.28 - $103.82 $123,410 - $140,364	1,352 Added 4.27%	33,051 $3.18 Million
Q2 2020 Aug 06, 2020	SELL	$84.03 - $113.45 $47,140 - $63,645	-561 Reduced 1.74%	31,699 $2.98 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $289,803 - $517,377	3,667 Added 12.82%	32,260 $2.9 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $3.2 Million - $3.99 Million	28,593 New	28,593 $3.99 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $697B
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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Keebeck Wealth Management, LLC Jpmorgan Chase & CO Transaction History