Mattern Wealth Management LLC Jpmorgan Chase & CO Transaction History

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024

A detailed history of Mattern Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mattern Wealth Management LLC holds 28,455 shares of JPM stock, worth $6.98 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
28,455
Previous 27,868 2.11%
Holding current value
$6.98 Million
Previous $5.64 Million 6.41%
% of portfolio
1.41%
Previous 1.4%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$194.9 - $224.8 $114,406 - $131,957
587 Added 2.11%
28,455 $6 Million
Q2 2024

Jul 17, 2024
SELL
$180.08 - $204.79 $86,618 - $98,503
-481 Reduced 1.7%
27,868 $5.64 Million
Q1 2024

May 13, 2024
BUY
$167.09 - $200.3 $101,757 - $121,982
609 Added 2.2%
28,349 $5.68 Million
Q4 2023

Feb 12, 2024
BUY
$135.69 - $170.3 $90,505 - $113,590
667 Added 2.46%
27,740 $4.72 Million
Q3 2023

Nov 01, 2023
BUY
$143.21 - $158.0 $383,229 - $422,808
2,676 Added 10.97%
27,073 $3.93 Million
Q2 2023

Jul 26, 2023
BUY
$127.47 - $145.44 $404,717 - $461,772
3,175 Added 14.96%
24,397 $3.55 Million
Q1 2023

May 05, 2023
BUY
$124.91 - $143.8 $472,159 - $543,564
3,780 Added 21.67%
21,222 $2.77 Million
Q4 2022

Feb 06, 2023
BUY
$101.96 - $137.84 $33,137 - $44,798
325 Added 1.9%
17,442 $2.34 Million
Q3 2022

Nov 01, 2022
BUY
$20.73 - $120.58 $7,172 - $41,720
346 Added 2.06%
17,117 $1.79 Million
Q2 2022

Jul 25, 2022
SELL
$112.61 - $135.91 $4,842 - $5,844
-43 Reduced 0.26%
16,771 $1.89 Million
Q1 2022

Apr 14, 2022
BUY
$128.3 - $168.44 $332,681 - $436,764
2,593 Added 18.23%
16,814 $2.29 Million
Q4 2021

Jan 27, 2022
SELL
$153.94 - $171.78 $14,778 - $16,490
-96 Reduced 0.67%
14,221 $2.25 Million
Q3 2021

Oct 13, 2021
SELL
$146.97 - $166.98 $40,563 - $46,086
-276 Reduced 1.89%
14,317 $2.34 Million
Q2 2021

Jul 27, 2021
BUY
$147.37 - $166.44 $147,517 - $166,606
1,001 Added 7.36%
14,593 $2.22 Million
Q1 2021

May 13, 2021
SELL
$125.65 - $157.65 $396,802 - $497,858
-3,158 Reduced 18.85%
13,592 $2.07 Million
Q4 2020

Feb 12, 2021
SELL
$96.54 - $127.07 $70,956 - $93,396
-735 Reduced 4.2%
16,750 $2.13 Million
Q3 2020

Nov 12, 2020
BUY
$91.28 - $103.82 $17,069 - $19,414
187 Added 1.08%
17,485 $1.68 Million
Q2 2020

Jul 29, 2020
BUY
$84.03 - $113.45 $32,771 - $44,245
390 Added 2.31%
17,298 $1.63 Million
Q1 2020

May 13, 2020
BUY
$79.03 - $141.09 $9,957 - $17,777
126 Added 0.75%
16,908 $1.52 Million
Q4 2019

Feb 12, 2020
BUY
$111.82 - $139.4 $1.88 Million - $2.34 Million
16,782 New
16,782 $2.34 Million

Others Institutions Holding JPM

# of Institutions
4,610
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • 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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