A detailed history of Reuter James Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 3,348 shares of JPM stock, worth $836,899. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,348
Previous 2,956 13.26%
Holding current value
$836,899
Previous $597,000 18.09%
% of portfolio
0.13%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$194.9 - $224.8 $76,400 - $88,121
392 Added 13.26%
3,348 $705,000
Q2 2024

Aug 01, 2024

SELL
$180.08 - $204.79 $11,164 - $12,696
-62 Reduced 2.05%
2,956 $597,000
Q1 2024

May 06, 2024

SELL
$167.09 - $200.3 $78,031 - $93,540
-467 Reduced 13.4%
3,018 $604,000
Q4 2023

Apr 08, 2024

SELL
$135.69 - $170.3 $5,970 - $7,493
-44 Reduced 1.25%
3,485 $592,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $1,575 - $1,738
-11 Reduced 0.31%
3,529 $511,000
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $4,461 - $5,090
-35 Reduced 0.98%
3,540 $514,000
Q1 2023

May 10, 2023

SELL
$124.91 - $143.8 $596,195 - $686,357
-4,773 Reduced 57.18%
3,575 $465,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $144,987 - $196,008
1,422 Added 20.53%
8,348 $1.12 Million
Q3 2022

Nov 04, 2022

BUY
$20.73 - $120.58 $73,632 - $428,300
3,552 Added 105.28%
6,926 $724,000
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $22,522 - $27,182
200 Added 6.3%
3,374 $380,000
Q1 2022

Apr 14, 2022

BUY
$128.3 - $168.44 $130,352 - $171,135
1,016 Added 47.08%
3,174 $433,000
Q4 2021

Jan 25, 2022

BUY
$153.94 - $171.78 $332,202 - $370,701
2,158 New
2,158 $342,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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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