Mine & Arao Wealth Creation & Management, Llc. Jpmorgan Chase & CO Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

A detailed history of Mine & Arao Wealth Creation & Management, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mine & Arao Wealth Creation & Management, Llc. holds 23,879 shares of JPM stock, worth $5.69 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

23,879

Previous 23,734 0.61%

Holding current value

$5.69 Million

Previous $4.8 Million 4.85%

% of portfolio

2.34%

Previous 2.34%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.9 - $224.8 $28,260 - $32,596	145 Added 0.61%	23,879 $5.03 Million
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $567,432 - $645,293	3,151 Added 15.31%	23,734 $4.8 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $54,805 - $65,698	328 Added 1.62%	20,583 $4.12 Million
Q4 2023 Feb 05, 2024	BUY	$135.69 - $170.3 $19,539 - $24,523	144 Added 0.72%	20,255 $3.45 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $24,059 - $26,544	168 Added 0.84%	20,111 $2.92 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $53,664 - $61,230	421 Added 2.16%	19,943 $2.9 Million
Q1 2023 May 09, 2023	BUY	$124.91 - $143.8 $91,933 - $105,836	736 Added 3.92%	19,522 $2.54 Million
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $16,619 - $22,467	163 Added 0.88%	18,786 $2.52 Million
Q3 2022 Oct 21, 2022	BUY	$20.73 - $120.58 $70,710 - $411,298	3,411 Added 22.42%	18,623 $1.95 Million
Q2 2022 Aug 16, 2022	BUY	$112.61 - $135.91 $331,411 - $399,983	2,943 Added 23.99%	15,212 $1.71 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $73,387 - $96,347	572 Added 4.89%	12,269 $1.67 Million
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $73,583 - $82,110	478 Added 4.26%	11,697 $1.85 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $210,314 - $238,948	1,431 Added 14.62%	11,219 $1.84 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $4,568 - $5,159	-31 Reduced 0.32%	9,788 $1.52 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $4,146 - $5,202	-33 Reduced 0.33%	9,819 $1.49 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $4,344 - $5,718	45 Added 0.46%	9,852 $1.25 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $78,865 - $89,700	864 Added 9.66%	9,807 $944,000
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $58,232 - $78,620	693 Added 8.4%	8,943 $841,000
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $43,466 - $77,599	550 Added 7.14%	8,250 $743,000
Q4 2019 Feb 12, 2020	BUY	$111.82 - $139.4 $861,014 - $1.07 Million	7,700 New	7,700 $1.07 Million

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

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 $699B
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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Mine & Arao Wealth Creation & Management, Llc. Jpmorgan Chase & CO Transaction History