Monterey Private Wealth, Inc. Jpmorgan Chase & CO Transaction History

Monterey Private Wealth, Inc.

$338 Million
Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 9,319 shares of JPM stock, worth $2.9 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

9,319

Previous 9,544 2.36%

Holding current value

$2.9 Million

Previous $2.29 Million 0.09%

% of portfolio

0.68%

Previous 0.76%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$225.19 - $279.95 $50,667 - $62,988	-225 Reduced 2.36%	9,319 $2.29 Million
Q4 2024 Jan 16, 2025	BUY	$205.18 - $250.29 $329,313 - $401,715	1,605 Added 20.22%	9,544 $2.29 Million
Q3 2024 Oct 03, 2024	SELL	$194.9 - $224.8 $85,561 - $98,687	-439 Reduced 5.24%	7,939 $1.67 Million
Q2 2024 Jul 08, 2024	BUY	$180.08 - $204.79 $150,726 - $171,409	837 Added 11.1%	8,378 $1.69 Million
Q1 2024 Apr 09, 2024	BUY	$167.09 - $200.3 $7,184 - $8,612	43 Added 0.57%	7,541 $1.51 Million
Q4 2023 Jan 12, 2024	SELL	$135.69 - $170.3 $18,182 - $22,820	-134 Reduced 1.76%	7,498 $1.28 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $100,247 - $110,600	-700 Reduced 8.4%	7,632 $1.11 Million
Q2 2023 Jul 11, 2023	BUY	$127.47 - $145.44 $637 - $727	5 Added 0.06%	8,332 $1.21 Million
Q1 2023 Apr 06, 2023	BUY	$124.91 - $143.8 $11,366 - $13,085	91 Added 1.1%	8,327 $1.09 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $455,047 - $615,179	4,463 Added 118.29%	8,236 $0
Q3 2022 Oct 11, 2022	SELL	$20.73 - $120.58 $11,339 - $65,957	-547 Reduced 12.66%	3,773 $401,000
Q2 2022 Jul 13, 2022	SELL	$112.61 - $135.91 $15,202 - $18,347	-135 Reduced 3.03%	4,320 $487,000
Q1 2022 Apr 08, 2022	BUY	$128.3 - $168.44 $51,448 - $67,544	401 Added 9.89%	4,455 $626,000
Q4 2021 Jan 18, 2022	SELL	$153.94 - $171.78 $89,131 - $99,460	-579 Reduced 12.5%	4,054 $642,000
Q3 2021 Oct 08, 2021	SELL	$146.97 - $166.98 $12,786 - $14,527	-87 Reduced 1.84%	4,633 $781,000
Q2 2021 Aug 30, 2021	BUY	$147.37 - $166.44 $71,621 - $80,889	486 Added 11.48%	4,720 $734,000
Q1 2021 Apr 28, 2021	SELL	$125.65 - $157.65 $13,444 - $16,868	-107 Reduced 2.46%	4,234 $637,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $3,765 - $4,955	-39 Reduced 0.89%	4,341 $552,000
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $36,395 - $47,905	-377 Reduced 7.93%	4,380 $422,000
Q3 2020 Feb 24, 2021	BUY	$91.28 - $103.82 $39,067 - $44,434	428 Added 9.89%	4,757 $458,000
Q2 2020 Feb 24, 2021	BUY	$84.03 - $113.45 $50,418 - $68,070	600 Added 16.09%	4,329 $407,000
Q1 2020 Feb 24, 2021	SELL	$79.03 - $141.09 $33,903 - $60,527	-429 Reduced 10.32%	3,729 $336,000
Q4 2019 Feb 24, 2021	BUY	$111.82 - $139.4 $464,947 - $579,625	4,158 New	4,158 $580,000

Others Institutions Holding JPM

# of Institutions

5,376

Shares Held

2.01B

Call Options Held

28.8M

Put Options Held

30.3M

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 $913B
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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Monterey Private Wealth, Inc. Jpmorgan Chase & CO Transaction History