A detailed history of Mc Naughton Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 5,961 shares of JPM stock, worth $1.45 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
5,961
Previous 5,976 0.25%
Holding current value
$1.45 Million
Previous $1.21 Million 3.97%
% of portfolio
0.61%
Previous 0.64%

Shares

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

Oct 04, 2024

SELL
$194.9 - $224.8 $2,923 - $3,372
-15 Reduced 0.25%
5,961 $1.26 Million
Q2 2024

Jul 12, 2024

BUY
$180.08 - $204.79 $26,291 - $29,899
146 Added 2.5%
5,976 $1.21 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $31,245 - $37,456
-187 Reduced 3.11%
5,830 $1.17 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $107,873 - $135,388
795 Added 15.22%
6,017 $1.02 Million
Q3 2023

Oct 05, 2023

SELL
$143.21 - $158.0 $18,903 - $20,856
-132 Reduced 2.47%
5,222 $757,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $7,648 - $8,726
60 Added 1.13%
5,354 $778,000
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $18,486 - $21,282
-148 Reduced 2.72%
5,294 $689,000
Q4 2022

Jan 31, 2023

BUY
$101.96 - $137.84 $9,278 - $12,543
91 Added 1.7%
5,442 $729,000
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $9,743 - $56,672
470 Added 9.63%
5,351 $559,000
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $195,153 - $235,532
1,733 Added 55.05%
4,881 $550,000
Q1 2022

Apr 08, 2022

BUY
$128.3 - $168.44 $63,123 - $82,872
492 Added 18.52%
3,148 $429,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $74,814 - $83,485
486 Added 22.4%
2,656 $444,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $35,713 - $40,576
243 Added 12.61%
2,170 $355,000
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $84,443 - $95,370
573 Added 42.32%
1,927 $300,000
Q1 2021

Apr 14, 2021

BUY
$125.65 - $157.65 $170,130 - $213,458
1,354 New
1,354 $206,000

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 $713B
  • 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
Track This Portfolio

Track Mc Naughton Wealth Management, LLC Portfolio

Follow Mc Naughton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Naughton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Naughton Wealth Management, LLC with notifications on news.