Maltin Wealth Management, Inc. Jpmorgan Chase & CO Transaction History

Maltin Wealth Management, Inc.

$183 Million
Q3 2024

A detailed history of Maltin Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Maltin Wealth Management, Inc. holds 3,768 shares of JPM stock, worth $941,208. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,768

Previous 3,752 0.43%

Holding current value

$941,208

Previous $758,000 4.75%

% of portfolio

0.43%

Previous 0.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$194.9 - $224.8 $3,118 - $3,596	16 Added 0.43%	3,768 $794,000
Q2 2024 Jul 12, 2024	BUY	$180.08 - $204.79 $900 - $1,023	5 Added 0.13%	3,752 $758,000
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $7,853 - $9,414	47 Added 1.27%	3,747 $750,000
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $57,803 - $72,547	-426 Reduced 10.32%	3,700 $629,000
Q3 2023 Oct 10, 2023	BUY	$143.21 - $158.0 $3,150 - $3,476	22 Added 0.54%	4,126 $598,000
Q2 2023 Aug 03, 2023	SELL	$127.47 - $145.44 $73,422 - $83,773	-576 Reduced 12.31%	4,104 $596,000
Q2 2023 Jul 11, 2023	SELL	$127.47 - $145.44 $20,522 - $23,415	-161 Reduced 3.33%	4,680 $680,000
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $3,247 - $3,738	26 Added 0.54%	4,841 $630,000
Q4 2022 Feb 16, 2023	SELL	$101.96 - $137.84 $46,595 - $62,992	-457 Reduced 8.67%	4,815 $645,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $1,181 - $6,873	57 Added 1.09%	5,272 $551,000
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $10,585 - $12,775	94 Added 1.84%	5,215 $587,000
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $93,787 - $123,129	-731 Reduced 12.49%	5,121 $698,000
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $4,310 - $4,809	-28 Reduced 0.48%	5,852 $927,000
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $3,674 - $4,174	25 Added 0.43%	5,880 $962,000
Q2 2021 Jul 23, 2021	SELL	$147.37 - $166.44 $358,109 - $404,449	-2,430 Reduced 29.33%	5,855 $911,000
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $317,768 - $398,696	2,529 Added 43.94%	8,285 $1.26 Million
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $193,080 - $254,140	-2,000 Reduced 25.79%	5,756 $731,000
Q3 2020 Oct 19, 2020	SELL	$91.28 - $103.82 $46,005 - $52,325	-504 Reduced 6.1%	7,756 $747,000
Q2 2020 Aug 05, 2020	BUY	$84.03 - $113.45 $50,249 - $67,843	598 Added 7.8%	8,260 $777,000
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $69,704 - $124,441	882 Added 13.01%	7,662 $690,000
Q4 2019 Feb 25, 2020	BUY	$111.82 - $139.4 $758,139 - $945,132	6,780 New	6,780 $945,000

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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Maltin Wealth Management, Inc. Jpmorgan Chase & CO Transaction History