New Edge Wealth, LLC Jpmorgan Chase & CO Transaction History

New Edge Wealth, LLC

$4.55 Billion
Q1 2024

A detailed history of New Edge Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, New Edge Wealth, LLC holds 295,728 shares of JPM stock, worth $60.6 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

295,728

Previous 265,191 11.52%

Holding current value

$60.6 Million

Previous $45.1 Million 31.32%

% of portfolio

1.3%

Previous 1.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$167.09 - $200.3 $5.1 Million - $6.12 Million	30,537 Added 11.52%	295,728 $59.2 Million
Q4 2023 Jan 29, 2024	BUY	$135.69 - $170.3 $4.38 Million - $5.49 Million	32,265 Added 13.85%	265,191 $45.1 Million
Q3 2023 Nov 08, 2023	BUY	$143.21 - $158.0 $3.19 Million - $3.52 Million	22,264 Added 10.57%	232,926 $33.8 Million
Q2 2023 Aug 09, 2023	BUY	$127.47 - $145.44 $9.01 Million - $10.3 Million	70,676 Added 50.49%	210,662 $30.6 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $1.99 Million - $2.29 Million	15,952 Added 12.86%	139,986 $18.2 Million

Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $813,844 - $1.1 Million	7,982 Added 6.88%	124,034 $16.6 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $10,634 - $61,857	513 Added 0.44%	116,052 $12.1 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $1.63 Million - $1.97 Million	14,459 Added 14.3%	115,539 $13 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $3.43 Million - $4.5 Million	26,700 Added 35.9%	101,080 $13.8 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $1.01 Million - $1.12 Million	6,539 Added 9.64%	74,380 $11.8 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $492,055 - $559,049	3,348 Added 5.19%	67,841 $11.1 Million
Q2 2021 Aug 11, 2021	BUY	$147.37 - $166.44 $755,860 - $853,670	5,129 Added 8.64%	64,493 $10 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $5.24 Million - $6.58 Million	41,730 Added 236.65%	59,364 $9.04 Million
Q4 2020 May 13, 2021	BUY	$96.54 - $127.07 $1.7 Million - $2.24 Million	17,634 New	17,634 $2.24 Million

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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New Edge Wealth, LLC Jpmorgan Chase & CO Transaction History