A detailed history of Pb Mares Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 7,259 shares of JPM stock, worth $1.81 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,259
Previous 6,757 7.43%
Holding current value
$1.81 Million
Previous $1.37 Million 12.01%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Oct 25, 2024

BUY
$194.9 - $224.8 $97,839 - $112,849
502 Added 7.43%
7,259 $1.53 Million
Q2 2024

Jul 22, 2024

BUY
$180.08 - $204.79 $23,770 - $27,032
132 Added 1.99%
6,757 $1.37 Million
Q1 2024

Apr 29, 2024

BUY
$167.09 - $200.3 $10,526 - $12,618
63 Added 0.96%
6,625 $1.33 Million
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $126,463 - $158,719
932 Added 16.55%
6,562 $1.12 Million
Q3 2023

Oct 26, 2023

SELL
$143.21 - $158.0 $4,725 - $5,214
-33 Reduced 0.58%
5,630 $816,000
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $764 - $872
6 Added 0.11%
5,663 $823,000
Q1 2023

Apr 27, 2023

BUY
$124.91 - $143.8 $6,245 - $7,190
50 Added 0.89%
5,657 $737,000
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $141,724 - $191,597
-1,390 Reduced 19.87%
5,607 $751,000
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $17,848 - $103,819
861 Added 14.03%
6,997 $731,000
Q2 2022

Jul 21, 2022

BUY
$112.61 - $135.91 $45,044 - $54,364
400 Added 6.97%
6,136 $691,000
Q1 2022

Apr 26, 2022

SELL
$128.3 - $168.44 $41,697 - $54,743
-325 Reduced 5.36%
5,736 $782,000
Q2 2021

Jul 13, 2021

SELL
$147.37 - $166.44 $39,347 - $44,439
-267 Reduced 4.22%
6,061 $943,000
Q1 2021

Apr 15, 2021

BUY
$125.65 - $157.65 $179,176 - $224,808
1,426 Added 29.09%
6,328 $963,000
Q4 2020

Jan 25, 2021

BUY
$96.54 - $127.07 $96 - $127
1 Added 0.02%
4,902 $623,000
Q3 2020

Oct 21, 2020

BUY
$91.28 - $103.82 $13,783 - $15,676
151 Added 3.18%
4,901 $472,000
Q1 2020

Apr 17, 2020

SELL
$79.03 - $141.09 $65,278 - $116,540
-826 Reduced 14.81%
4,750 $428,000
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $623,508 - $777,294
5,576 New
5,576 $777,000

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 $733B
  • 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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