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 $3.95 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

16,104

Previous 22,323 27.86%

Holding current value

$3.95 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

4,610

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 $720B
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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Minot Wealth Management LLC Jpmorgan Chase & CO Transaction History