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 11,187 shares of JPM stock, worth $2.78 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
11,187
Previous 9,975 12.15%
Holding current value
$2.78 Million
Previous $2.02 Million 16.86%
% of portfolio
0.94%
Previous 0.87%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$194.9 - $224.8 $236,218 - $272,457
1,212 Added 12.15%
11,187 $2.36 Million
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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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