Marcum Wealth, LLC Jpmorgan Chase & CO Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 34,611 shares of JPM stock, worth $7.35 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

34,611

Previous 34,208 1.18%

Holding current value

$7.35 Million

Previous $6.85 Million 2.17%

% of portfolio

0.71%

Previous 0.7%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$180.08 - $204.79 $72,572 - $82,530	403 Added 1.18%	34,611 $7 Million
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $156,229 - $187,280	-935 Reduced 2.66%	34,208 $6.85 Million
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $6,648 - $8,344	-49 Reduced 0.14%	35,143 $5.98 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $24,202 - $26,702	-169 Reduced 0.48%	35,192 $5.1 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $93,053 - $106,171	730 Added 2.11%	35,361 $5.14 Million
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $205,102 - $236,119	1,642 Added 4.98%	34,631 $4.51 Million
Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $38,031 - $51,414	373 Added 1.14%	32,989 $0
Q3 2022 Oct 11, 2022	BUY	$20.73 - $120.58 $22,678 - $131,914	1,094 Added 3.47%	32,616 $3.41 Million
Q2 2022 Jul 14, 2022	BUY	$112.61 - $135.91 $205,175 - $247,628	1,822 Added 6.13%	31,522 $3.55 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $86,602 - $113,697	-675 Reduced 2.22%	29,700 $4.05 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $114,685 - $127,976	745 Added 2.51%	30,375 $4.81 Million
Q3 2021 Nov 08, 2021	SELL	$146.97 - $166.98 $643,875 - $731,539	-4,381 Reduced 12.88%	29,630 $4.85 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $61,011 - $68,906	414 Added 1.23%	34,011 $5.29 Million
Q1 2021 May 11, 2021	BUY	$125.65 - $157.65 $1.5 Million - $1.88 Million	11,899 Added 54.84%	33,597 $5.12 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $586,480 - $771,950	6,075 Added 38.88%	21,698 $2.76 Million
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $652,743 - $742,416	7,151 Added 84.41%	15,623 $1.5 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $80,584 - $108,798	959 Added 12.76%	8,472 $797,000
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $41,411 - $73,931	524 Added 7.5%	7,513 $676,000
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $781,509 - $974,266	6,989 New	6,989 $974,000

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $623B
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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Marcum Wealth, LLC Jpmorgan Chase & CO Transaction History