Peterson Wealth Services Jpmorgan Chase & CO Transaction History

Peterson Wealth Services

$313 Million
Q3 2024

A detailed history of Peterson Wealth Services transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peterson Wealth Services holds 45,171 shares of JPM stock, worth $10.7 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

45,171

Previous 43,638 3.51%

Holding current value

$10.7 Million

Previous $8.83 Million 7.87%

% of portfolio

3.04%

Previous 3.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$194.9 - $224.8 $298,781 - $344,618	1,533 Added 3.51%	45,171 $9.52 Million
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $73,472 - $83,554	408 Added 0.94%	43,638 $8.83 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $249,131 - $298,647	-1,491 Reduced 3.33%	43,230 $8.66 Million
Q4 2023 Jan 31, 2024	SELL	$135.69 - $170.3 $52,919 - $66,417	-390 Reduced 0.86%	44,721 $7.61 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $182,592 - $201,450	1,275 Added 2.91%	45,111 $6.54 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $177,183 - $202,161	1,390 Added 3.27%	43,836 $6.38 Million
Q1 2023 Apr 06, 2023	BUY	$124.91 - $143.8 $3.56 Million - $4.1 Million	28,521 Added 204.82%	42,446 $5.53 Million
Q4 2022 Jan 20, 2023	SELL	$101.96 - $137.84 $2.61 Million - $3.53 Million	-25,637 Reduced 64.8%	13,925 $0
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $71,394 - $415,277	3,444 Added 9.54%	39,562 $4.13 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $331,861 - $400,526	2,947 Added 8.88%	36,118 $4.07 Million
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $925,171 - $1.21 Million	7,211 Added 27.78%	33,171 $4.52 Million
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $4 Million - $4.46 Million	25,960 New	25,960 $4.11 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $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 ...

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Peterson Wealth Services Jpmorgan Chase & CO Transaction History