A detailed history of King Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, King Wealth holds 77,474 shares of JPM stock, worth $18.4 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
77,474
Previous 78,584 1.41%
Holding current value
$18.4 Million
Previous $15.9 Million 2.78%
% of portfolio
2.55%
Previous 2.65%

Shares

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

Nov 06, 2024

SELL
$194.9 - $224.8 $216,339 - $249,528
-1,110 Reduced 1.41%
77,474 $16.3 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $25,751 - $29,284
143 Added 0.18%
78,584 $15.9 Million
Q1 2024

May 09, 2024

BUY
$167.09 - $200.3 $184,968 - $221,732
1,107 Added 1.43%
78,441 $15.7 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $173,954 - $218,324
-1,282 Reduced 1.63%
77,334 $13.2 Million
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $75,901 - $83,740
530 Added 0.68%
78,616 $11.4 Million
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $233,015 - $265,864
1,828 Added 2.4%
78,086 $11.4 Million
Q1 2023

May 10, 2023

BUY
$124.91 - $143.8 $236,954 - $272,788
1,897 Added 2.55%
76,258 $9.94 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $369,197 - $499,118
-3,621 Reduced 4.64%
74,361 $9.97 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $11,608 - $67,524
560 Added 0.72%
77,982 $8.15 Million
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $248,079 - $299,409
2,203 Added 2.93%
77,422 $8.72 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $180,389 - $236,826
1,406 Added 1.9%
75,219 $10.3 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $186,113 - $207,682
1,209 Added 1.67%
73,813 $11.7 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $153,877 - $174,828
1,047 Added 1.46%
72,604 $11.9 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $209,118 - $236,178
1,419 Added 2.02%
71,557 $11.1 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $134,948 - $169,316
1,074 Added 1.56%
70,138 $10.7 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $185,453 - $244,101
1,921 Added 2.86%
69,064 $8.78 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $38,246 - $43,500
419 Added 0.63%
67,143 $6.46 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $147,892 - $199,672
1,760 Added 2.71%
66,724 $6.28 Million
Q1 2020

May 13, 2020

SELL
$79.03 - $141.09 $120,757 - $215,585
-1,528 Reduced 2.3%
64,964 $5.85 Million
Q4 2019

Feb 13, 2020

BUY
$111.82 - $139.4 $79,504 - $99,113
711 Added 1.08%
66,492 $9.27 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $317,753 - $364,537
3,032 Added 4.83%
65,781 $7.74 Million
Q2 2019

Aug 13, 2019

BUY
$104.64 - $116.12 $89,153 - $98,934
852 Added 1.38%
62,749 $7.02 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $243,260 - $268,510
2,505 Added 4.22%
61,897 $6.27 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $1,750 - $2,191
19 Added 0.03%
59,392 $5.8 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $18,960 - $21,709
183 Added 0.31%
59,373 $6.7 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $104,995 - $116,232
1,017 Added 1.75%
59,190 $6.17 Million
Q1 2018

May 14, 2018

BUY
$107.01 - $118.77 $32,424 - $35,987
303 Added 0.52%
58,173 $6.4 Million
Q4 2017

Feb 12, 2018

SELL
$95.86 - $107.83 $4,026 - $4,528
-42 Reduced 0.07%
57,870 $6.19 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $150,225 - $162,271
1,699 Added 3.02%
57,912 $5.53 Million
Q2 2017

Aug 14, 2017

BUY
N/A
56,213
56,213 $5.14 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 $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 ...
More about JPM
Track This Portfolio

Track King Wealth Portfolio

Follow King Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of King Wealth, based on Form 13F filings with the SEC.

News

Stay updated on King Wealth with notifications on news.