Rede Wealth, LLC Jpmorgan Chase & CO Transaction History

Rede Wealth, LLC

$260 Million
Q3 2024

A detailed history of Rede Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rede Wealth, LLC holds 3,706 shares of JPM stock, worth $898,000. This represents 0.3% of its overall portfolio holdings.

Number of Shares

3,706

Previous 3,692 0.38%

Holding current value

$898,000

Previous $746,000 4.69%

% of portfolio

0.3%

Previous 0.69%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$194.9 - $224.8 $2,728 - $3,147	14 Added 0.38%	3,706 $781,000
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $360 - $409	-2 Reduced 0.05%	3,692 $746,000
Q1 2024 May 03, 2024	BUY	$167.09 - $200.3 $19,883 - $23,835	119 Added 3.33%	3,694 $739,000
Q4 2023 Jan 17, 2024	BUY	$135.69 - $170.3 $3,392 - $4,257	25 Added 0.7%	3,575 $608,000
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $19,906 - $21,962	-139 Reduced 3.77%	3,550 $514,000
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $203,824 - $232,558	-1,599 Reduced 30.24%	3,689 $536,000
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $249 - $287	2 Added 0.04%	5,288 $689,000
Q4 2022 Jan 17, 2023	SELL	$101.96 - $137.84 $25,184 - $34,046	-247 Reduced 4.46%	5,286 $0
Q3 2022 Oct 17, 2022	SELL	$20.73 - $120.58 $1,927 - $11,213	-93 Reduced 1.65%	5,533 $578,000
Q2 2022 Jul 21, 2022	BUY	$112.61 - $135.91 $11,035 - $13,319	98 Added 1.77%	5,626 $633,000
Q1 2022 Apr 18, 2022	BUY	$128.3 - $168.44 $4,618 - $6,063	36 Added 0.66%	5,528 $753,000
Q4 2021 Feb 07, 2022	BUY	$153.94 - $171.78 $1,231 - $1,374	8 Added 0.15%	5,492 $870,000
Q3 2021 Oct 08, 2021	BUY	$146.97 - $166.98 $36,889 - $41,911	251 Added 4.8%	5,484 $898,000
Q2 2021 Jul 22, 2021	BUY	$147.37 - $166.44 $147 - $166	1 Added 0.02%	5,233 $814,000
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $35,182 - $44,142	280 Added 5.65%	5,232 $797,000
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $478,066 - $629,250	4,952 New	4,952 $628,000

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 Rede Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rede Wealth, LLC with notifications on news.

Account