Minich Mac Gregor Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 4,688 shares of JPM stock, worth $1.17 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,688
Previous 4,688 -0.0%
Holding current value
$1.17 Million
Previous $948,000 4.22%
% of portfolio
0.22%
Previous 0.24%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$180.08 - $204.79 $8,643 - $9,829
-48 Reduced 1.01%
4,688 $948,000
Q4 2023

Feb 08, 2024
SELL
$135.69 - $170.3 $3,392 - $4,257
-25 Reduced 0.53%
4,736 $805,000
Q3 2023

Oct 16, 2023
BUY
$143.21 - $158.0 $2,720 - $3,002
19 Added 0.4%
4,761 $690,000
Q2 2023

Jul 13, 2023
SELL
$127.47 - $145.44 $17,208 - $19,634
-135 Reduced 2.77%
4,742 $689,000
Q1 2023

Apr 19, 2023
BUY
$124.91 - $143.8 $26,356 - $30,341
211 Added 4.52%
4,877 $635,000
Q4 2022

Jan 09, 2023
BUY
$101.96 - $137.84 $120,312 - $162,651
1,180 Added 33.85%
4,666 $0
Q3 2022

Oct 06, 2022
BUY
$20.73 - $120.58 $165 - $964
8 Added 0.23%
3,486 $364,000
Q2 2022

Jul 13, 2022
BUY
$112.61 - $135.91 $3,941 - $4,756
35 Added 1.02%
3,478 $391,000
Q4 2021

Jan 18, 2022
BUY
$153.94 - $171.78 $14,162 - $15,803
92 Added 2.75%
3,443 $545,000
Q3 2021

Nov 03, 2021
SELL
$146.97 - $166.98 $24,837 - $28,219
-169 Reduced 4.8%
3,351 $548,000
Q2 2021

Aug 02, 2021
SELL
$147.37 - $166.44 $10,758 - $12,150
-73 Reduced 2.03%
3,520 $547,000
Q1 2021

Apr 27, 2021
BUY
$125.65 - $157.65 $154,926 - $194,382
1,233 Added 52.25%
3,593 $546,000
Q4 2020

Jan 19, 2021
BUY
$96.54 - $127.07 $289 - $381
3 Added 0.13%
2,360 $299,000
Q3 2020

Oct 14, 2020
BUY
$91.28 - $103.82 $18,256 - $20,764
200 Added 9.27%
2,357 $226,000
Q2 2020

Aug 05, 2020
BUY
$84.03 - $113.45 $181,252 - $244,711
2,157 New
2,157 $202,000
Q1 2020

Apr 21, 2020
SELL
$79.03 - $141.09 $177,817 - $317,452
-2,250 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$111.82 - $139.4 $13,865 - $17,285
-124 Reduced 5.22%
2,250 $313,000
Q3 2019

Oct 21, 2019
BUY
$104.8 - $120.23 $51,037 - $58,552
487 Added 25.81%
2,374 $279,000
Q2 2019

Aug 05, 2019
BUY
$104.64 - $116.12 $197,455 - $219,118
1,887 New
1,887 $214,000
Q1 2019

Apr 16, 2019
SELL
$97.11 - $107.19 $3.44 Million - $3.8 Million
-35,471 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
$92.14 - $115.32 $3.12 Million - $3.91 Million
33,870 Added 2115.55%
35,471 $3.39 Million
Q3 2018

Oct 17, 2018
SELL
$103.61 - $118.63 $9,635 - $11,032
-93 Reduced 5.49%
1,601 $181,000
Q2 2018

Jul 13, 2018
SELL
$103.24 - $114.29 $6,917 - $7,657
-67 Reduced 3.8%
1,694 $178,000
Q1 2018

Jul 03, 2018
BUY
$107.01 - $118.77 $2,996 - $3,325
28 Added 1.62%
1,761 $193,000
Q4 2017

Jul 03, 2018
BUY
$95.86 - $107.83 $3,067 - $3,450
32 Added 1.88%
1,733 $185,000
Q3 2017

Jul 03, 2018
SELL
$88.42 - $95.51 $17,684 - $19,102
-200 Reduced 10.52%
1,701 $162,000
Q2 2017

Jul 02, 2018
BUY
N/A
200 Added 11.76%
1,901 $173,000
Q1 2017

Jun 28, 2018
SELL
N/A
-2 Reduced 0.12%
1,701 $149,000
Q4 2016

Jun 28, 2018
SELL
N/A
-5 Reduced 0.29%
1,703 $146,000
Q3 2016

Jun 28, 2018
SELL
N/A
-4 Reduced 0.23%
1,708 $113,000
Q2 2016

Jun 28, 2018
BUY
N/A
6 Added 0.35%
1,712 $106,000
Q1 2016

Jun 28, 2018
BUY
N/A
104 Added 6.49%
1,706 $101,000
Q4 2015

Jun 27, 2018
BUY
N/A
1,602
1,602 $105,000

Others Institutions Holding JPM

# of Institutions
4,615
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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 Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email