Principle Wealth Partners LLC Jpmorgan Chase & CO Transaction History

Principle Wealth Partners LLC

$1.21 Billion
Q1 2024

A detailed history of Principle Wealth Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Principle Wealth Partners LLC holds 354,208 shares of JPM stock, worth $72.5 Million. This represents 5.84% of its overall portfolio holdings.

Number of Shares

354,208

Previous 352,942 0.36%

Holding current value

$72.5 Million

Previous $60 Million 18.18%

% of portfolio

5.84%

Previous 5.45%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$167.09 - $200.3 $211,535 - $253,579	1,266 Added 0.36%	354,208 $70.9 Million
Q4 2023 Feb 05, 2024	SELL	$135.69 - $170.3 $59,567 - $74,761	-439 Reduced 0.12%	352,942 $60 Million
Q3 2023 Nov 01, 2023	BUY	$143.21 - $158.0 $120,726 - $133,194	843 Added 0.24%	353,381 $51.2 Million
Q2 2023 Jul 31, 2023	SELL	$127.47 - $145.44 $174,506 - $199,107	-1,369 Reduced 0.39%	352,538 $51.3 Million
Q1 2023 May 10, 2023	SELL	$124.91 - $143.8 $17,612 - $20,275	-141 Reduced 0.04%	353,907 $46.1 Million

Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $303,942 - $410,901	2,981 Added 0.85%	354,048 $47.5 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $196,955 - $1.15 Million	9,501 Added 2.78%	351,067 $36.7 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $371,049 - $447,823	3,295 Added 0.97%	341,566 $38.5 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $459,570 - $603,352	3,582 Added 1.07%	338,271 $46.1 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $14,008 - $15,631	91 Added 0.03%	334,689 $53 Million
Q3 2021 Nov 16, 2021	BUY	$146.97 - $166.98 $68,047 - $77,311	463 Added 0.14%	334,598 $54.8 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $78,548 - $88,712	-533 Reduced 0.16%	334,135 $52 Million
Q1 2021 May 18, 2021	BUY	$125.65 - $157.65 $201,919 - $253,343	1,607 Added 0.48%	334,668 $50.9 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $28.5 Million - $37.5 Million	295,120 Added 777.84%	333,061 $42.3 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $75,306 - $85,651	825 Added 2.22%	37,941 $3.65 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $4,621 - $6,239	-55 Reduced 0.15%	37,116 $3.49 Million
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $318,253 - $568,169	4,027 Added 12.15%	37,171 $3.35 Million
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $40,255 - $50,184	-360 Reduced 1.07%	33,144 $4.62 Million
Q3 2019 Nov 05, 2019	BUY	$104.8 - $120.23 $792,916 - $909,660	7,566 Added 29.17%	33,504 $3.94 Million
Q2 2019 Nov 05, 2019	BUY	$104.64 - $116.12 $182,701 - $202,745	1,746 Added 7.22%	25,938 $2.9 Million
Q1 2019 Oct 30, 2019	BUY	$97.11 - $107.19 $109,540 - $120,910	1,128 Added 4.89%	24,192 $2.45 Million
Q4 2018 Oct 11, 2019	BUY	$92.14 - $115.32 $2.13 Million - $2.66 Million	23,064 New	23,064 $2.25 Million

Others Institutions Holding JPM

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $601B
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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Principle Wealth Partners LLC Jpmorgan Chase & CO Transaction History