Rede Wealth, LLC Jpmorgan Chase & CO Transaction History

Rede Wealth, LLC

$107 Million
Q2 2024

A detailed history of Rede Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rede Wealth, LLC holds 3,692 shares of JPM stock, worth $764,391. This represents 0.69% of its overall portfolio holdings.

Number of Shares

3,692

Previous 3,694 0.05%

Holding current value

$764,391

Previous $739,000 0.95%

% of portfolio

0.69%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $607B
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