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

Measured Wealth Private Client Group, LLC

$296 Million
Q3 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 6,493 shares of JPM stock, worth $1.57 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

6,493

Previous 6,138 5.78%

Holding current value

$1.57 Million

Previous $1.24 Million 10.23%

% of portfolio

0.46%

Previous 0.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$194.9 - $224.8 $69,189 - $79,804	355 Added 5.78%	6,493 $1.37 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $141,542 - $160,964	786 Added 14.69%	6,138 $1.24 Million
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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $708B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

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