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

Minich Mac Gregor Wealth Management, LLC

  • $392 Million
  • Q2 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 $996,012. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,688
Previous 4,736 1.01%
Holding current value
$996,012
Previous $948,000 -0.0%
% of portfolio
0.24%
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
4,527
Shares Held
2.01B
Call Options Held
26.2M
Put Options Held
29.1M
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 $623B
  • 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
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