A detailed history of Litman Gregory Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 1,971 shares of JPM stock, worth $492,690. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,971 -0.0%
Holding current value
$492,690
Previous $398,000 4.27%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $20,709 - $23,550
115 Added 6.2%
1,971 $398,000
Q1 2024

May 03, 2024

BUY
$167.09 - $200.3 $310,119 - $371,756
1,856 New
1,856 $371,000
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $262,647 - $289,772
1,834 New
1,834 $265,000
Q2 2021

Jul 27, 2021

SELL
$147.37 - $166.44 $156,064 - $176,259
-1,059 Closed
0 $0
Q4 2020

Feb 05, 2021

SELL
$96.54 - $127.07 $7,819 - $10,292
-81 Reduced 7.11%
1,059 $135,000
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $7,393 - $8,409
81 Added 7.65%
1,140 $110,000
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $88,908 - $158,726
-1,125 Reduced 51.51%
1,059 $95,000
Q4 2019

Jan 30, 2020

BUY
$111.82 - $139.4 $72,123 - $89,913
645 Added 41.91%
2,184 $304,000
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $63,508 - $72,859
-606 Reduced 28.25%
1,539 $181,000
Q2 2019

Jul 31, 2019

BUY
$104.64 - $116.12 $128,184 - $142,247
1,225 Added 133.15%
2,145 $240,000
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $118,726 - $131,433
-1,150 Reduced 55.56%
920 $96,000
Q1 2018

May 07, 2018

BUY
$107.01 - $118.77 $125,201 - $138,960
1,170 Added 130.0%
2,070 $228,000
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $79,578 - $85,959
900
900 $86,000

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 $733B
  • 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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.