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 50,388 shares of JPM stock, worth $10.5 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
50,388
Previous 51,639 2.42%
Holding current value
$10.5 Million
Previous $8.78 Million 14.9%
% of portfolio
1.71%
Previous 1.6%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $613B
  • 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 Marietta Wealth Management, LLC Portfolio

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

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.