Marion Wealth Management Jpmorgan Chase & CO Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marion Wealth Management holds 14,469 shares of JPM stock, worth $3.4 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

14,469

Previous 16,748 13.61%

Holding current value

$3.4 Million

Previous $4.01 Million 11.58%

% of portfolio

0.96%

Previous 1.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$225.19 - $279.95 $513,208 - $638,006	-2,279 Reduced 13.61%	14,469 $3.55 Million
Q4 2024 Jan 13, 2025	SELL	$205.18 - $250.29 $4,924 - $6,006	-24 Reduced 0.14%	16,748 $4.01 Million
Q3 2024 Oct 07, 2024	BUY	$194.9 - $224.8 $123,956 - $142,972	636 Added 3.94%	16,772 $3.54 Million
Q2 2024 Jul 09, 2024	BUY	$180.08 - $204.79 $45,020 - $51,197	250 Added 1.57%	16,136 $3.26 Million
Q1 2024 Apr 08, 2024	BUY	$167.09 - $200.3 $11,696 - $14,021	70 Added 0.44%	15,886 $3.18 Million
Q4 2023 Jan 10, 2024	SELL	$135.69 - $170.3 $13,840 - $17,370	-102 Reduced 0.64%	15,816 $2.69 Million
Q3 2023 Oct 18, 2023	SELL	$143.21 - $158.0 $24,918 - $27,492	-174 Reduced 1.08%	15,918 $2.31 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $108,604 - $123,914	852 Added 5.59%	16,092 $2.34 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $111,419 - $128,269	892 Added 6.22%	15,240 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$101.96 - $137.84 $89,011 - $120,334	873 Added 6.48%	14,348 $0
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $2,922 - $17,001	141 Added 1.06%	13,475 $1.41 Million
Q2 2022 Jul 27, 2022	BUY	$112.61 - $135.91 $446,498 - $538,883	3,965 Added 42.32%	13,334 $1.5 Million
Q1 2022 Apr 08, 2022	BUY	$128.3 - $168.44 $16,550 - $21,728	129 Added 1.4%	9,369 $1.28 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $1.42 Million - $1.59 Million	9,240 New	9,240 $1.46 Million

Others Institutions Holding JPM

# of Institutions

5,091

Shares Held

2.01B

Call Options Held

29.3M

Put Options Held

31.4M

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 $688B
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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Marion Wealth Management Jpmorgan Chase & CO Transaction History