Palumbo Wealth Management LLC Jpmorgan Chase & CO Transaction History

Palumbo Wealth Management LLC

$232 Million
Q2 2024

A detailed history of Palumbo Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 9,975 shares of JPM stock, worth $2.1 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

9,975

Previous 10,162 1.84%

Holding current value

$2.1 Million

Previous $2.04 Million 0.88%

% of portfolio

0.87%

Previous 0.94%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $33,674 - $38,295	-187 Reduced 1.84%	9,975 $2.02 Million
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $13,534 - $16,224	-81 Reduced 0.79%	10,162 $2.04 Million
Q4 2023 Jan 22, 2024	BUY	$135.69 - $170.3 $6,106 - $7,663	45 Added 0.44%	10,243 $1.74 Million
Q3 2023 Oct 16, 2023	SELL	$143.21 - $158.0 $419,175 - $462,466	-2,927 Reduced 22.3%	10,198 $1.48 Million
Q2 2023 Jul 26, 2023	BUY	$127.47 - $145.44 $2,549 - $2,908	20 Added 0.15%	13,125 $1.91 Million
Q1 2023 May 04, 2023	BUY	$124.91 - $143.8 $59,582 - $68,592	477 Added 3.78%	13,105 $1.71 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $18,046 - $24,397	177 Added 1.42%	12,628 $1.69 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $4,975 - $28,939	240 Added 1.97%	12,451 $1.3 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $49,773 - $60,072	442 Added 3.76%	12,211 $1.38 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $38,746 - $50,868	302 Added 2.63%	11,769 $1.6 Million
Q4 2021 Feb 16, 2022	BUY	$153.94 - $171.78 $66,194 - $73,865	430 Added 3.9%	11,467 $1.82 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $458,252 - $520,643	-3,118 Reduced 22.03%	11,037 $1.81 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $27,558 - $31,124	187 Added 1.34%	14,155 $2.2 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $591,183 - $741,743	4,705 Added 50.79%	13,968 $2.13 Million
Q4 2020 May 17, 2021	BUY	$96.54 - $127.07 $894,250 - $1.18 Million	9,263 New	9,263 $1.18 Million

Others Institutions Holding JPM

# of Institutions

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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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Palumbo Wealth Management LLC Jpmorgan Chase & CO Transaction History