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 $4.53 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
20,624
Previous 20,838 1.03%
Holding current value
$4.53 Million
Previous $4.21 Million 3.16%
% of portfolio
0.43%
Previous 0.46%

Shares

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

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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