Mbl Wealth, LLC Jpmorgan Chase & CO Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mbl Wealth, LLC holds 10,532 shares of JPM stock, worth $2.24 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

10,532

Previous 10,398 1.29%

Holding current value

$2.24 Million

Previous $2.08 Million 2.31%

% of portfolio

0.26%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $24,130 - $27,441	134 Added 1.29%	10,532 $2.13 Million
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $172,938 - $207,310	-1,035 Reduced 9.05%	10,398 $2.08 Million
Q4 2023 Jan 18, 2024	BUY	$135.69 - $170.3 $64,181 - $80,551	473 Added 4.32%	11,433 $1.94 Million
Q3 2023 Oct 11, 2023	SELL	$143.21 - $158.0 $24,059 - $26,544	-168 Reduced 1.51%	10,960 $1.59 Million
Q2 2023 Jul 17, 2023	SELL	$127.47 - $145.44 $27,151 - $30,978	-213 Reduced 1.88%	11,128 $1.62 Million

Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $19,985 - $23,008	160 Added 1.43%	11,341 $1.48 Million
Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $42,823 - $57,892	420 Added 3.9%	11,181 $1.5 Million
Q3 2022 Jan 12, 2023	BUY	$20.73 - $120.58 $14,262 - $82,959	688 Added 6.83%	10,761 $1.12 Million
Q2 2022 Jan 12, 2023	BUY	$112.61 - $135.91 $71,845 - $86,710	638 Added 6.76%	10,073 $1.13 Million
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $1.21 Million - $1.59 Million	9,435 New	9,435 $1.29 Million
Q3 2021 Oct 25, 2021	SELL	$146.97 - $166.98 $1.05 Million - $1.19 Million	-7,131 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$125.65 - $157.65 $89,085 - $111,773	709 Added 11.04%	7,131 $1.09 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $619,979 - $816,043	6,422 New	6,422 $816,000

Others Institutions Holding JPM

# of Institutions

4,462

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

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 $623B
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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