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

Red Door Wealth Management, LLC

$572 Million
Q3 2024

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 64,894 shares of JPM stock, worth $15.7 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

64,894

Previous 62,071 4.55%

Holding current value

$15.7 Million

Previous $12.6 Million 8.95%

% of portfolio

2.39%

Previous 2.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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 $711B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Door Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Door Wealth Management, LLC with notifications on news.

Account

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