A detailed history of Rkl Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rkl Wealth Management LLC holds 19,512 shares of JPM stock, worth $4.88 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
19,512
Previous 19,305 1.07%
Holding current value
$4.88 Million
Previous $3.9 Million 5.33%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Nov 01, 2024

BUY
$194.9 - $224.8 $40,344 - $46,533
207 Added 1.07%
19,512 $4.11 Million
Q2 2024

Jul 17, 2024

SELL
$180.08 - $204.79 $83,737 - $95,227
-465 Reduced 2.35%
19,305 $3.9 Million
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $7,017 - $8,412
-42 Reduced 0.21%
19,770 $3.96 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $227,009 - $284,911
1,673 Added 9.22%
19,812 $3.37 Million
Q3 2023

Nov 03, 2023

SELL
$143.21 - $158.0 $56,424 - $62,252
-394 Reduced 2.13%
18,139 $2.63 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $7,903 - $9,017
-62 Reduced 0.33%
18,533 $2.7 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $1,873 - $2,157
15 Added 0.08%
18,595 $2.42 Million
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $407 - $551
-4 Reduced 0.02%
18,580 $2.49 Million
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $17,185 - $99,960
829 Added 4.67%
18,584 $1.94 Million
Q2 2022

Aug 01, 2022

BUY
$112.61 - $135.91 $35,021 - $42,268
311 Added 1.78%
17,755 $2 Million
Q1 2022

May 10, 2022

BUY
$128.3 - $168.44 $164,737 - $216,276
1,284 Added 7.95%
17,444 $2.38 Million
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $2,924 - $3,263
19 Added 0.12%
16,160 $2.56 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $3,380 - $3,840
-23 Reduced 0.14%
16,141 $2.64 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $35,221 - $39,779
239 Added 1.5%
16,164 $2.51 Million
Q1 2021

May 10, 2021

SELL
$125.65 - $157.65 $83,557 - $104,837
-665 Reduced 4.01%
15,925 $2.42 Million
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $13,322 - $17,535
-138 Reduced 0.82%
16,590 $2.11 Million
Q3 2020

Nov 09, 2020

SELL
$91.28 - $103.82 $78,957 - $89,804
-865 Reduced 4.92%
16,728 $1.61 Million
Q2 2020

Aug 07, 2020

BUY
$84.03 - $113.45 $42,939 - $57,972
511 Added 2.99%
17,593 $1.66 Million
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $34,852 - $62,220
-441 Reduced 2.52%
17,082 $1.54 Million
Q4 2019

Feb 04, 2020

SELL
$111.82 - $139.4 $14,536 - $18,122
-130 Reduced 0.74%
17,523 $2.44 Million
Q3 2019

Oct 31, 2019

SELL
$104.8 - $120.23 $8,488 - $9,738
-81 Reduced 0.46%
17,653 $2.08 Million
Q2 2019

Aug 02, 2019

BUY
$104.64 - $116.12 $39,763 - $44,125
380 Added 2.19%
17,734 $1.98 Million
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $6,991 - $7,717
72 Added 0.42%
17,354 $1.76 Million
Q4 2018

Feb 08, 2019

SELL
$92.14 - $115.32 $18,980 - $23,755
-206 Reduced 1.18%
17,282 $1.69 Million
Q3 2018

Nov 07, 2018

SELL
$103.61 - $118.63 $62,580 - $71,652
-604 Reduced 3.34%
17,488 $1.98 Million
Q2 2018

Aug 03, 2018

SELL
$103.24 - $114.29 $32,004 - $35,429
-310 Reduced 1.68%
18,092 $1.88 Million
Q1 2018

Apr 26, 2018

BUY
$107.01 - $118.77 $46,656 - $51,783
436 Added 2.43%
18,402 $2.02 Million
Q4 2017

Feb 02, 2018

SELL
$95.86 - $107.83 $2.34 Million - $2.63 Million
-24,425 Reduced 57.62%
17,966 $1.91 Million
Q3 2017

Nov 07, 2017

BUY
$88.42 - $95.51 $2.52 Million - $2.72 Million
28,456 Added 204.21%
42,391 $2.4 Million
Q2 2017

Aug 14, 2017

BUY
N/A
13,935
13,935 $1.27 Million

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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