A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 26,448 shares of JPM stock, worth $6.28 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
26,448
Previous 24,319 8.75%
Holding current value
$6.28 Million
Previous $4.92 Million 13.34%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Oct 15, 2024

BUY
$194.9 - $224.8 $414,942 - $478,599
2,129 Added 8.75%
26,448 $5.57 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $67,530 - $76,796
-375 Reduced 1.52%
24,319 $4.92 Million
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $537,695 - $644,565
-3,218 Reduced 11.53%
24,694 $4.95 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $183,859 - $230,756
-1,355 Reduced 4.63%
27,912 $4.75 Million
Q3 2023

Oct 13, 2023

SELL
$143.21 - $158.0 $3,723 - $4,108
-26 Reduced 0.09%
29,267 $4.24 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $112,173 - $127,987
880 Added 3.1%
29,293 $4.26 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $161,883 - $186,364
1,296 Added 4.78%
28,413 $3.7 Million
Q4 2022

Feb 07, 2023

BUY
$101.96 - $137.84 $246,641 - $333,434
2,419 Added 9.79%
27,117 $3.64 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $476 - $2,773
23 Added 0.09%
24,698 $2.58 Million
Q2 2022

Jul 15, 2022

BUY
$112.61 - $135.91 $57,656 - $69,585
512 Added 2.12%
24,675 $2.78 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $144,080 - $189,158
1,123 Added 4.87%
24,163 $3.29 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $90,054 - $100,491
585 Added 2.61%
23,040 $3.65 Million
Q3 2021

Nov 03, 2021

BUY
$146.97 - $166.98 $139,621 - $158,631
950 Added 4.42%
22,455 $3.68 Million
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $120,696 - $136,314
-819 Reduced 3.67%
21,505 $3.35 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $93,483 - $117,291
744 Added 3.45%
22,324 $3.4 Million
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $621,138 - $817,568
6,434 Added 42.48%
21,580 $2.74 Million
Q4 2020

Feb 12, 2021

SELL
$96.54 - $127.07 $40,836 - $53,750
-423 Reduced 2.72%
15,146 $1.93 Million
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $122,132 - $138,911
1,338 Added 9.4%
15,569 $1.5 Million
Q2 2020

Jul 20, 2020

SELL
$84.03 - $113.45 $63,358 - $85,541
-754 Reduced 5.03%
14,231 $1.34 Million
Q1 2020

May 01, 2020

BUY
$79.03 - $141.09 $11,064 - $19,752
140 Added 0.94%
14,985 $1.35 Million
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $211,563 - $263,744
1,892 Added 14.61%
14,845 $2.07 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $448,858 - $514,945
4,283 Added 49.4%
12,953 $1.52 Million
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $26,055 - $28,913
249 Added 2.96%
8,670 $969,000
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $8,351 - $9,218
-86 Reduced 1.01%
8,421 $852,000
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $58,048 - $72,651
-630 Reduced 6.9%
8,507 $831,000
Q3 2018

Nov 06, 2018

BUY
$103.61 - $118.63 $7,252 - $8,304
70 Added 0.77%
9,137 $1.03 Million
Q2 2018

Dec 07, 2018

SELL
$103.24 - $114.29 $8,052 - $8,914
-78 Reduced 0.85%
9,067 $945,000
Q1 2018

May 17, 2018

BUY
$107.01 - $118.77 $107 - $118
1 Added 0.01%
9,145 $1.01 Million
Q4 2017

Jan 31, 2018

SELL
$95.86 - $107.83 $127,302 - $143,198
-1,328 Reduced 12.68%
9,144 $978,000
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $353 - $382
4 Added 0.04%
10,472 $1 Million
Q2 2017

Aug 08, 2017

BUY
N/A
10,468
10,468 $957,000

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 $697B
  • 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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