A detailed history of Paulson Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 9,894 shares of JPM stock, worth $2.17 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,894
Previous 9,920 0.26%
Holding current value
$2.17 Million
Previous $2.01 Million 3.94%
% of portfolio
0.56%
Previous 0.59%

Shares

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

Nov 05, 2024

SELL
$194.9 - $224.8 $5,067 - $5,844
-26 Reduced 0.26%
9,894 $2.09 Million
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $14,406 - $16,383
-80 Reduced 0.8%
9,920 $2.01 Million
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $15,873 - $19,028
-95 Reduced 0.94%
10,000 $2 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $286,712 - $359,843
-2,113 Reduced 17.31%
10,095 $1.72 Million
Q3 2023

Nov 01, 2023

BUY
$143.21 - $158.0 $229,708 - $253,432
1,604 Added 15.13%
12,208 $1.77 Million
Q2 2023

Aug 01, 2023

BUY
$127.47 - $145.44 $156,915 - $179,036
1,231 Added 13.13%
10,604 $1.54 Million
Q1 2023

May 09, 2023

BUY
$124.91 - $143.8 $44,343 - $51,049
355 Added 3.94%
9,373 $1.22 Million
Q4 2022

Jan 26, 2023

BUY
$101.96 - $137.84 $28,854 - $39,008
283 Added 3.24%
9,018 $0
Q3 2022

Nov 02, 2022

BUY
$20.73 - $120.58 $38,226 - $222,349
1,844 Added 26.76%
8,735 $913,000
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $32,431 - $39,142
288 Added 4.36%
6,891 $776,000
Q1 2022

May 02, 2022

SELL
$128.3 - $168.44 $3,464 - $4,547
-27 Reduced 0.41%
6,603 $900,000
Q4 2021

Jan 28, 2022

SELL
$153.94 - $171.78 $105,294 - $117,497
-684 Reduced 9.35%
6,630 $1.05 Million
Q3 2021

Oct 22, 2021

SELL
$146.97 - $166.98 $52,027 - $59,110
-354 Reduced 4.62%
7,314 $1.2 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $19,894 - $22,469
135 Added 1.79%
7,668 $1.19 Million
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $102,530 - $128,642
816 Added 12.15%
7,533 $1.15 Million
Q4 2020

Feb 05, 2021

BUY
$96.54 - $127.07 $55,317 - $72,811
573 Added 9.33%
6,717 $854,000
Q3 2020

Oct 14, 2020

BUY
$91.28 - $103.82 $140,845 - $160,194
1,543 Added 33.54%
6,144 $591,000
Q2 2020

Jul 17, 2020

SELL
$84.03 - $113.45 $32,099 - $43,337
-382 Reduced 7.67%
4,601 $433,000
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $22,997 - $41,057
-291 Reduced 5.52%
4,983 $452,000
Q4 2019

Jan 21, 2020

SELL
$111.82 - $139.4 $209,550 - $261,235
-1,874 Reduced 26.22%
5,274 $729,000
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $40,557 - $46,529
-387 Reduced 5.14%
7,148 $841,000
Q2 2019

Jul 30, 2019

SELL
$104.64 - $116.12 $19,463 - $21,598
-186 Reduced 2.41%
7,535 $877,000
Q1 2019

Apr 24, 2019

BUY
$97.11 - $107.19 $28,647 - $31,621
295 Added 3.97%
7,721 $782,000
Q4 2018

Jan 23, 2019

BUY
$92.14 - $115.32 $35,105 - $43,936
381 Added 5.41%
7,426 $764,000
Q3 2018

Oct 26, 2018

BUY
$103.61 - $118.63 $99,880 - $114,359
964 Added 15.85%
7,045 $741,000
Q2 2018

Aug 01, 2018

SELL
$103.24 - $114.29 $98,078 - $108,575
-950 Reduced 13.51%
6,081 $634,000
Q1 2018

May 02, 2018

BUY
$107.01 - $118.77 $2,568 - $2,850
24 Added 0.34%
7,031 $773,000
Q4 2017

Mar 01, 2018

BUY
$95.86 - $107.83 $671,691 - $755,564
7,007
7,007 $749,000

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 $645B
  • 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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