Liberty Wealth Management LLC Jpmorgan Chase & CO Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,484 shares of JPM stock, worth $1.09 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,484

Previous 51,376 91.27%

Holding current value

$1.09 Million

Previous $907,000 4.19%

% of portfolio

0.17%

Previous 0.17%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$194.9 - $224.8 $9.14 Million - $10.5 Million	-46,892 Reduced 91.27%	4,484 $945,000
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $8.46 Million - $9.62 Million	46,982 Added 1069.23%	51,376 $907,000
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $30,410 - $36,454	-182 Reduced 3.98%	4,394 $880,000
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $42,742 - $53,644	315 Added 7.39%	4,576 $778,000
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $39,382 - $43,450	-275 Reduced 6.06%	4,261 $618,000
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $338,432 - $386,143	-2,655 Reduced 36.92%	4,536 $659,000
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $325,515 - $374,742	2,606 Added 56.84%	7,191 $937,000
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $14,407 - $83,803	695 Added 17.87%	4,585 $479,000
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $10,697 - $12,911	95 Added 2.5%	3,890 $438,000
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $63,765 - $83,714	497 Added 15.07%	3,795 $517,000
Q4 2021 Feb 15, 2022	BUY	$153.94 - $171.78 $8,158 - $9,104	53 Added 1.63%	3,298 $522,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $67,312 - $76,476	458 Added 16.43%	3,245 $533,000
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $63.5 Million - $71.7 Million	-430,659 Reduced 99.36%	2,787 $433,000
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $63.4 Million - $71.6 Million	430,466 Added 14445.17%	433,446 $2.79 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $24,617 - $32,402	255 Added 9.36%	2,980 $386,000
Q3 2020 Nov 05, 2020	SELL	$91.28 - $103.82 $638 - $726	-7 Reduced 0.26%	2,725 $262,000
Q2 2020 Aug 04, 2020	SELL	$84.03 - $113.45 $5,882 - $7,941	-70 Reduced 2.5%	2,732 $257,000
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $2,291 - $4,091	29 Added 1.05%	2,802 $252,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $7,715 - $9,618	69 Added 2.55%	2,773 $386,000
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $117,585 - $134,898	1,122 Added 70.92%	2,704 $318,000
Q2 2019 Jul 30, 2019	BUY	$104.64 - $116.12 $12,556 - $13,934	120 Added 8.21%	1,582 $177,000
Q1 2019 Apr 18, 2019	SELL	$97.11 - $107.19 $388 - $428	-4 Reduced 0.27%	1,462 $147,000
Q4 2018 Mar 26, 2019	BUY	$92.14 - $115.32 $135,077 - $169,059	1,466 New	1,466 $143,000

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 $711B
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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Liberty Wealth Management LLC Jpmorgan Chase & CO Transaction History