Minot Wealth Management LLC Jpmorgan Chase & CO Transaction History

Minot Wealth Management LLC

$389 Million
Q2 2022

A detailed history of Minot Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Minot Wealth Management LLC holds 16,104 shares of JPM stock, worth $3.38 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,104

Previous 22,323 27.86%

Holding current value

$3.38 Million

Previous $3.04 Million 40.42%

% of portfolio

0.47%

Previous 0.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	SELL	$112.61 - $135.91 $700,321 - $845,224	-6,219 Reduced 27.86%	16,104 $1.81 Million
Q1 2022 Apr 14, 2022	SELL	$128.3 - $168.44 $308,048 - $404,424	-2,401 Reduced 9.71%	22,323 $3.04 Million
Q4 2021 Jan 20, 2022	BUY	$153.94 - $171.78 $686,110 - $765,623	4,457 Added 21.99%	24,724 $3.92 Million
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $286,738 - $325,777	1,951 Added 10.65%	20,267 $3.32 Million
Q2 2021 Jul 19, 2021	BUY	$147.37 - $166.44 $563,542 - $636,466	3,824 Added 26.39%	18,316 $2.85 Million

Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $603,120 - $756,720	4,800 Added 49.53%	14,492 $2.21 Million
Q4 2020 Jan 28, 2021	BUY	$96.54 - $127.07 $323,795 - $426,192	3,354 Added 52.92%	9,692 $1.23 Million
Q3 2020 Oct 13, 2020	BUY	$91.28 - $103.82 $44,088 - $50,145	483 Added 8.25%	6,338 $610,000
Q2 2020 Jul 14, 2020	SELL	$84.03 - $113.45 $163,438 - $220,660	-1,945 Reduced 24.94%	5,855 $551,000
Q1 2020 Apr 27, 2020	SELL	$79.03 - $141.09 $829,973 - $1.48 Million	-10,502 Reduced 57.38%	7,800 $702,000
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $2.05 Million - $2.55 Million	18,302 New	18,302 $2.5 Million

Others Institutions Holding JPM

# of Institutions

4,453

Shares Held

1.97B

Call Options Held

35.6M

Put Options Held

32.7M

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 $615B
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 Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.

Account

Minot Wealth Management LLC Jpmorgan Chase & CO Transaction History