Marks Group Wealth Management, Inc Jpmorgan Chase & CO Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 20,624 shares of JPM stock, worth $5.15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

20,624

Previous 20,838 1.03%

Holding current value

$5.15 Million

Previous $4.21 Million 3.16%

% of portfolio

0.43%

Previous 0.46%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$194.9 - $224.8 $41,708 - $48,107	-214 Reduced 1.03%	20,624 $4.35 Million
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $134,159 - $152,568	-745 Reduced 3.45%	20,838 $4.21 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $306,443 - $367,350	-1,834 Reduced 7.83%	21,583 $4.32 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $227,145 - $285,082	-1,674 Reduced 6.67%	23,417 $3.98 Million
Q3 2023 Oct 30, 2023	SELL	$143.21 - $158.0 $186,745 - $206,032	-1,304 Reduced 4.94%	25,091 $3.64 Million
Q2 2023 Jul 19, 2023	SELL	$127.47 - $145.44 $412,237 - $470,352	-3,234 Reduced 10.91%	26,395 $3.84 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $176,747 - $203,477	1,415 Added 5.02%	29,629 $3.86 Million
Q4 2022 Feb 06, 2023	BUY	$101.96 - $137.84 $166,296 - $224,817	1,631 Added 6.14%	28,214 $3.78 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $103,567 - $602,417	4,996 Added 23.14%	26,583 $2.78 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $1.64 Million - $1.98 Million	14,593 Added 208.65%	21,587 $2.43 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $142,284 - $186,799	1,109 Added 18.84%	6,994 $953,000
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $207,357 - $231,387	1,347 Added 29.68%	5,885 $626,000
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $231,330 - $262,826	1,574 Added 53.1%	4,538 $740,000
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $16,947 - $19,140	115 Added 4.04%	2,964 $462,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $16,711 - $20,967	133 Added 4.9%	2,849 $433,000
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $4,837 - $5,502	-53 Reduced 1.91%	2,716 $261,000
Q2 2020 Aug 10, 2020	SELL	$84.03 - $113.45 $443,678 - $599,016	-5,280 Reduced 65.6%	2,769 $260,000
Q1 2020 Apr 23, 2020	BUY	$79.03 - $141.09 $4,188 - $7,477	53 Added 0.66%	8,049 $728,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $894,112 - $1.11 Million	7,996 New	7,996 $1.12 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

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 $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 ...

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Marks Group Wealth Management, Inc Jpmorgan Chase & CO Transaction History