A detailed history of Peloton Wealth Strategists transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peloton Wealth Strategists holds 36,563 shares of JPM stock, worth $8.69 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
36,563
Previous 38,336 4.62%
Holding current value
$8.69 Million
Previous $7.75 Million 0.61%
% of portfolio
3.13%
Previous 3.25%

Shares

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

Nov 15, 2024

SELL
$194.9 - $224.8 $345,557 - $398,570
-1,773 Reduced 4.62%
36,563 $7.71 Million
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $13,866 - $15,768
-77 Reduced 0.2%
38,336 $7.75 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $17,544 - $21,031
105 Added 0.27%
38,413 $7.69 Million
Q4 2023

Feb 15, 2024

SELL
$135.69 - $170.3 $232,029 - $291,213
-1,710 Reduced 4.27%
38,308 $6.52 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $245,605 - $270,970
-1,715 Reduced 4.11%
40,018 $5.8 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $16,316 - $18,616
-128 Reduced 0.31%
41,733 $6.07 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $162,383 - $186,940
1,300 Added 3.21%
41,861 $5.45 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2,321 - $13,504
112 Added 0.28%
40,561 $4.24 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $67,566 - $81,546
600 Added 1.51%
40,449 $4.56 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $115,470 - $151,596
-900 Reduced 2.21%
39,849 $5.43 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $215,516 - $240,492
-1,400 Reduced 3.32%
40,749 $6.45 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $146,970 - $166,980
-1,000 Reduced 2.32%
42,149 $6.9 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $53,790 - $60,750
365 Added 0.85%
43,149 $6.71 Million
Q1 2021

Jun 23, 2021

BUY
$125.65 - $157.65 $8,795 - $11,035
70 Added 0.16%
42,784 $6.51 Million
Q4 2020

Feb 17, 2021

BUY
$96.54 - $127.07 $9,654 - $12,707
100 Added 0.23%
42,714 $5.43 Million
Q3 2020

Nov 17, 2020

BUY
$91.28 - $103.82 $245,817 - $279,587
2,693 Added 6.75%
42,614 $4.1 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $457,963 - $618,302
5,450 Added 15.81%
39,921 $3.76 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $7,903 - $14,109
100 Added 0.29%
34,471 $3.1 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $78,274 - $97,580
-700 Reduced 2.0%
34,371 $4.79 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $73,674 - $84,521
703 Added 2.05%
35,071 $4.13 Million
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $134,148 - $148,865
-1,282 Reduced 3.6%
34,368 $3.84 Million
Q1 2019

May 15, 2019

SELL
$97.11 - $107.19 $29,133 - $32,157
-300 Reduced 0.83%
35,650 $3.61 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $230,350 - $288,300
2,500 Added 7.47%
35,950 $3.51 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $113,971 - $130,493
-1,100 Reduced 3.18%
33,450 $3.77 Million
Q2 2018

Aug 15, 2018

SELL
$103.24 - $114.29 $20,648 - $22,858
-200 Reduced 0.58%
34,550 $3.6 Million
Q1 2018

May 07, 2018

SELL
$107.01 - $118.77 $74,907 - $83,139
-700 Reduced 1.97%
34,750 $3.82 Million
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $19,172 - $21,566
200 Added 0.57%
35,450 $3.79 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $3.12 Million - $3.37 Million
35,250
35,250 $3.37 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 $697B
  • 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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