A detailed history of Ledge Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 17,466 shares of JPM stock, worth $4.19 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
17,466
Previous 17,853 2.17%
Holding current value
$4.19 Million
Previous $2.59 Million 14.72%
% of portfolio
1.15%
Previous 1.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

SELL
$135.69 - $170.3 $52,512 - $65,906
-387 Reduced 2.17%
17,466 $2.97 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $247,753 - $273,340
1,730 Added 10.73%
17,853 $2.59 Million
Q2 2023

Jul 11, 2023

SELL
$127.47 - $145.44 $607,649 - $693,312
-4,767 Reduced 22.82%
16,123 $2.34 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $24,232 - $27,897
194 Added 0.94%
20,890 $2.72 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $439,345 - $593,952
4,309 Added 26.3%
20,696 $2.78 Million
Q3 2022

Oct 18, 2022

SELL
$20.73 - $120.58 $97,804 - $568,896
-4,718 Reduced 22.35%
16,387 $1.71 Million
Q2 2022

Jul 20, 2022

BUY
$112.61 - $135.91 $736,018 - $888,307
6,536 Added 44.86%
21,105 $2.38 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $1.87 Million - $2.45 Million
14,569 New
14,569 $1.99 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 $703B
  • 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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