Ma Private Wealth Jpmorgan Chase & CO Transaction History

Ma Private Wealth

$533 Million
Q3 2024

A detailed history of Ma Private Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ma Private Wealth holds 1,108 shares of JPM stock, worth $276,767. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,108

Previous 1,093 1.37%

Holding current value

$276,767

Previous $221,000 5.43%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$194.9 - $224.8 $2,923 - $3,372	15 Added 1.37%	1,108 $233,000
Q1 2024 Apr 30, 2024	BUY	$167.09 - $200.3 $182,629 - $218,927	1,093 New	1,093 $218,000
Q2 2022 Jul 14, 2022	SELL	$112.61 - $135.91 $190,761 - $230,231	-1,694 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$128.3 - $168.44 $769 - $1,010	6 Added 0.36%	1,694 $231,000
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $14,932 - $16,662	97 Added 6.1%	1,688 $267,000
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $734 - $834	5 Added 0.32%	1,591 $260,000
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $884 - $998	6 Added 0.38%	1,586 $247,000
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $198,527 - $249,087	1,580 New	1,580 $241,000
Q4 2020 Jan 11, 2021	SELL	$96.54 - $127.07 $323,119 - $425,303	-3,347 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $730 - $830	8 Added 0.24%	3,347 $322,000
Q2 2020 Jul 14, 2020	BUY	$84.03 - $113.45 $672 - $907	8 Added 0.24%	3,339 $314,000
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $263,248 - $469,970	3,331 New	3,331 $300,000
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $406,018 - $506,161	-3,631 Closed	0 $0
Q3 2019 Oct 10, 2019	SELL	$104.8 - $120.23 $29,134 - $33,423	-278 Reduced 7.11%	3,631 $427,000
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $1,255 - $1,393	12 Added 0.31%	3,909 $437,000
Q1 2019 Apr 24, 2019	SELL	$97.11 - $107.19 $45,835 - $50,593	-472 Reduced 10.8%	3,897 $395,000
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $402,559 - $503,833	4,369 New	4,369 $426,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $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 ...

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Ma Private Wealth Jpmorgan Chase & CO Transaction History