Red Door Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Red Door Wealth Management, LLC

$645 Million
Q1 2025

A detailed history of Red Door Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 72,225 shares of JPM stock, worth $18.8 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

72,225

Previous 69,670 3.67%

Holding current value

$18.8 Million

Previous $16.7 Million 6.08%

% of portfolio

2.75%

Previous 2.7%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$225.19 - $279.95 $575,360 - $715,272	2,555 Added 3.67%	72,225 $17.7 Million
Q4 2024 Jan 17, 2025	BUY	$205.18 - $250.29 $979,939 - $1.2 Million	4,776 Added 7.36%	69,670 $16.7 Million
Q3 2024 Oct 16, 2024	BUY	$194.9 - $224.8 $550,202 - $634,610	2,823 Added 4.55%	64,894 $13.7 Million
Q2 2024 Jul 17, 2024	BUY	$180.08 - $204.79 $516,109 - $586,928	2,866 Added 4.84%	62,071 $12.6 Million
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $135,342 - $162,243	810 Added 1.39%	59,205 $11.9 Million
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $255,911 - $321,185	1,886 Added 3.34%	58,395 $9.93 Million
Q3 2023 Oct 19, 2023	SELL	$143.21 - $158.0 $839,640 - $926,354	-5,863 Reduced 9.4%	56,509 $8.19 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $1.22 Million - $1.39 Million	9,561 Added 18.1%	62,372 $9.07 Million
Q1 2023 May 08, 2023	BUY	$124.91 - $143.8 $67,576 - $77,795	541 Added 1.04%	52,811 $6.88 Million
Q4 2022 Jan 23, 2023	BUY	$101.96 - $137.84 $325,966 - $440,674	3,197 Added 6.51%	52,270 $0
Q3 2022 Oct 13, 2022	BUY	$20.73 - $120.58 $39,179 - $227,896	1,890 Added 4.01%	49,073 $5.13 Million
Q2 2022 Jul 13, 2022	BUY	$112.61 - $135.91 $189,747 - $229,008	1,685 Added 3.7%	47,183 $5.31 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $593,772 - $779,540	4,628 Added 11.32%	45,498 $6.2 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $270,934 - $302,332	1,760 Added 4.5%	40,870 $6.47 Million
Q3 2021 Oct 14, 2021	BUY	$146.97 - $166.98 $477,211 - $542,184	3,247 Added 9.05%	39,110 $6.4 Million
Q2 2021 Jul 29, 2021	BUY	$147.37 - $166.44 $435,036 - $491,330	2,952 Added 8.97%	35,863 $5.58 Million
Q1 2021 Apr 27, 2021	BUY	$125.65 - $157.65 $236,598 - $296,854	1,883 Added 6.07%	32,911 $5.01 Million
Q4 2020 Jan 12, 2021	BUY	$96.54 - $127.07 $75,494 - $99,368	782 Added 2.59%	31,028 $3.94 Million
Q3 2020 Oct 14, 2020	BUY	$91.28 - $103.82 $30,578 - $34,779	335 Added 1.12%	30,246 $2.92 Million
Q2 2020 Jul 07, 2020	BUY	$84.03 - $113.45 $122,851 - $165,863	1,462 Added 5.14%	29,911 $2.81 Million
Q1 2020 Apr 20, 2020	BUY	$79.03 - $141.09 $250,683 - $447,537	3,172 Added 12.55%	28,449 $2.56 Million
Q4 2019 Jan 29, 2020	BUY	$111.82 - $139.4 $2.83 Million - $3.52 Million	25,277 New	25,277 $3.51 Million

Others Institutions Holding JPM

# of Institutions

5,151

Shares Held

1.99B

Call Options Held

26.5M

Put Options Held

29.7M

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 $763B
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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Red Door Wealth Management, LLC Jpmorgan Chase & CO Transaction History