A detailed history of Marion Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marion Wealth Management holds 16,772 shares of JPM stock, worth $4.19 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
16,772
Previous 16,136 3.94%
Holding current value
$4.19 Million
Previous $3.26 Million 8.34%
% of portfolio
0.95%
Previous 0.96%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 ...
More about JPM
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