Measured Wealth Private Client Group, LLC Jpmorgan Chase & CO Transaction History

Measured Wealth Private Client Group, LLC

$285 Million
Q1 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 5,352 shares of JPM stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,352

Previous 5,191 3.1%

Holding current value

$1.08 Million

Previous $882,000 21.54%

% of portfolio

0.38%

Previous 0.33%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$167.09 - $200.3 $26,901 - $32,248	161 Added 3.1%	5,352 $1.07 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $293,361 - $368,188	2,162 Added 71.38%	5,191 $882,000
Q2 2023 Jul 20, 2023	SELL	$127.47 - $145.44 $2,549 - $2,908	-20 Reduced 0.66%	3,029 $440,000
Q1 2023 May 01, 2023	SELL	$124.91 - $143.8 $19,860 - $22,864	-159 Reduced 4.96%	3,049 $397,000
Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $8,258 - $11,165	-81 Reduced 2.46%	3,208 $0

Q3 2022 Oct 27, 2022	SELL	$20.73 - $120.58 $25,477 - $148,192	-1,229 Reduced 27.2%	3,289 $344,000
Q2 2022 Jul 25, 2022	BUY	$112.61 - $135.91 $53,151 - $64,149	472 Added 11.67%	4,518 $509,000
Q1 2022 May 03, 2022	SELL	$128.3 - $168.44 $46,444 - $60,975	-362 Reduced 8.21%	4,046 $552,000
Q3 2021 Nov 01, 2021	SELL	$146.97 - $166.98 $109,492 - $124,400	-745 Reduced 14.46%	4,408 $722,000
Q2 2021 Aug 05, 2021	BUY	$147.37 - $166.44 $1,915 - $2,163	13 Added 0.25%	5,153 $801,000
Q1 2021 May 04, 2021	BUY	$125.65 - $157.65 $82,426 - $103,418	656 Added 14.63%	5,140 $782,000
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $118,647 - $156,169	-1,229 Reduced 21.51%	4,484 $570,000
Q3 2020 Oct 15, 2020	BUY	$91.28 - $103.82 $108,440 - $123,338	1,188 Added 26.25%	5,713 $550,000
Q2 2020 Aug 03, 2020	BUY	$84.03 - $113.45 $109,407 - $147,711	1,302 Added 40.4%	4,525 $426,000
Q1 2020 Apr 22, 2020	SELL	$79.03 - $141.09 $28,608 - $51,074	-362 Reduced 10.1%	3,223 $290,000
Q4 2019 Jan 15, 2020	SELL	$111.82 - $139.4 $95,606 - $119,187	-855 Reduced 19.26%	3,585 $500,000
Q3 2019 Oct 11, 2019	SELL	$104.8 - $120.23 $516,873 - $592,974	-4,932 Reduced 52.62%	4,440 $523,000
Q2 2019 Jul 26, 2019	SELL	$104.64 - $116.12 $58,075 - $64,446	-555 Reduced 5.59%	9,372 $1.04 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $161,979 - $178,792	1,668 Added 20.2%	9,927 $1.01 Million
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $5,436 - $6,803	-59 Reduced 0.71%	8,259 $806,000
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $3,937 - $4,507	38 Added 0.46%	8,318 $942,000
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $854,827 - $946,321	8,280 New	8,280 $862,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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 ...

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Measured Wealth Private Client Group, LLC Jpmorgan Chase & CO Transaction History