Qp Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Qp Wealth Management, LLC holds 6,495 shares of JPM stock, worth $1.36 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

6,495

Previous 7,586 14.38%

Holding current value

$1.36 Million

Previous $1.1 Million 14.69%

% of portfolio

1.64%

Previous 1.75%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 05, 2023	SELL	$143.21 - $158.0 $156,242 - $172,378	-1,091 Reduced 14.38%	6,495 $941,000
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $25,494 - $29,088	-200 Reduced 2.57%	7,586 $1.1 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $3,247 - $3,738	26 Added 0.34%	7,786 $1.01 Million
Q4 2022 Jan 17, 2023	SELL	$101.96 - $137.84 $35,278 - $47,692	-346 Reduced 4.27%	7,760 $0
Q3 2022 Oct 12, 2022	BUY	$20.73 - $120.58 $37,707 - $219,335	1,819 Added 28.93%	8,106 $861,000

Q2 2022 Jul 08, 2022	SELL	$112.61 - $135.91 $165,536 - $199,787	-1,470 Reduced 18.95%	6,287 $708,000
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $7,313 - $9,601	57 Added 0.74%	7,757 $1.06 Million
Q4 2021 Jan 13, 2022	BUY	$153.94 - $171.78 $10,313 - $11,509	67 Added 0.88%	7,700 $1.22 Million
Q3 2021 Nov 05, 2021	SELL	$146.97 - $166.98 $18,665 - $21,206	-127 Reduced 1.64%	7,633 $1.25 Million
Q2 2021 Jul 13, 2021	SELL	$147.37 - $166.44 $168,149 - $189,908	-1,141 Reduced 12.82%	7,760 $1.21 Million
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $1,884 - $2,364	15 Added 0.17%	8,901 $1.36 Million
Q4 2020 Jan 15, 2021	SELL	$96.54 - $127.07 $25,100 - $33,038	-260 Reduced 2.84%	8,886 $1.13 Million
Q3 2020 Oct 08, 2020	SELL	$91.28 - $103.82 $857,119 - $974,869	-9,390 Reduced 50.66%	9,146 $880,000
Q2 2020 Jul 08, 2020	SELL	$84.03 - $113.45 $34,032 - $45,947	-405 Reduced 2.14%	18,536 $1.74 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $515,038 - $919,483	6,517 Added 52.45%	18,941 $1.69 Million
Q4 2019 Feb 11, 2020	BUY	$111.82 - $139.4 $1.39 Million - $1.73 Million	12,424 New	12,424 $1.69 Million

Others Institutions Holding JPM

# of Institutions

4,421

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 $613B
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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Qp Wealth Management, LLC Jpmorgan Chase & CO Transaction History