A detailed history of Marietta Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 50,301 shares of JPM stock, worth $11.1 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
50,301
Previous 49,779 1.05%
Holding current value
$11.1 Million
Previous $10.1 Million 5.3%
% of portfolio
1.59%
Previous 1.62%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$194.9 - $224.8 $101,737 - $117,345
522 Added 1.05%
50,301 $10.6 Million
Q2 2024

Jul 19, 2024

SELL
$180.08 - $204.79 $109,668 - $124,717
-609 Reduced 1.21%
49,779 $10.1 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $209,029 - $250,575
-1,251 Reduced 2.42%
50,388 $10.1 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $8,955 - $11,239
-66 Reduced 0.13%
51,639 $8.78 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $189,753 - $209,350
-1,325 Reduced 2.5%
51,705 $7.5 Million
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $137,922 - $157,366
1,082 Added 2.08%
53,030 $7.71 Million
Q1 2023

Apr 27, 2023

SELL
$124.91 - $143.8 $23,982 - $27,609
-192 Reduced 0.37%
51,948 $6.77 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $589,838 - $797,404
5,785 Added 12.48%
52,140 $6.99 Million
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $48,674 - $283,121
2,348 Added 5.34%
46,355 $4.84 Million
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $156,527 - $188,914
1,390 Added 3.26%
44,007 $4.96 Million
Q1 2022

Apr 12, 2022

BUY
$128.3 - $168.44 $195,400 - $256,534
1,523 Added 3.71%
42,617 $5.81 Million
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $102,677 - $114,577
667 Added 1.65%
41,094 $6.51 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $211,195 - $239,950
1,437 Added 3.69%
40,427 $6.62 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $40,968 - $46,270
278 Added 0.72%
38,990 $6.07 Million
Q1 2021

May 06, 2021

SELL
$125.65 - $157.65 $351,820 - $441,420
-2,800 Reduced 6.75%
38,712 $5.89 Million
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $44,698 - $58,833
463 Added 1.13%
41,512 $5.28 Million
Q3 2020

Nov 04, 2020

BUY
$91.28 - $103.82 $83,064 - $94,476
910 Added 2.27%
41,049 $3.95 Million
Q2 2020

Aug 05, 2020

BUY
$84.03 - $113.45 $268,643 - $362,699
3,197 Added 8.65%
40,139 $3.78 Million
Q1 2020

May 14, 2020

BUY
$79.03 - $141.09 $235,904 - $421,153
2,985 Added 8.79%
36,942 $3.33 Million
Q4 2019

Feb 07, 2020

SELL
$111.82 - $139.4 $17,443 - $21,746
-156 Reduced 0.46%
33,957 $4.73 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $120,310 - $138,024
1,148 Added 3.48%
34,113 $4.02 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $81,619 - $90,573
780 Added 2.42%
32,965 $3.69 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $167,514 - $184,902
1,725 Added 5.66%
32,185 $3.26 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $110,752 - $138,614
1,202 Added 4.11%
30,460 $2.97 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $18,857 - $21,590
182 Added 0.63%
29,258 $3.3 Million
Q2 2018

Aug 08, 2018

BUY
$103.24 - $114.29 $157,337 - $174,177
1,524 Added 5.53%
29,076 $3.03 Million
Q1 2018

May 14, 2018

SELL
$107.01 - $118.77 $42,482 - $47,151
-397 Reduced 1.42%
27,552 $3.03 Million
Q4 2017

Feb 06, 2018

SELL
$95.86 - $107.83 $22,718 - $25,555
-237 Reduced 0.84%
27,949 $2.99 Million
Q3 2017

Nov 13, 2017

SELL
$88.42 - $95.51 $119,809 - $129,416
-1,355 Reduced 4.59%
28,186 $2.69 Million
Q2 2017

Aug 11, 2017

BUY
N/A
29,541
29,541 $2.7 Million

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 $645B
  • 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
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