Rmr Wealth Builders Jpmorgan Chase & CO Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rmr Wealth Builders holds 31,675 shares of JPM stock, worth $7.58 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

31,675

Previous 31,635 0.13%

Holding current value

$7.58 Million

Previous $6.4 Million 4.35%

% of portfolio

0.71%

Previous 0.74%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$194.9 - $224.8 $7,796 - $8,992	40 Added 0.13%	31,675 $6.68 Million
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $225,640 - $256,601	1,253 Added 4.12%	31,635 $6.4 Million
Q1 2024 Apr 15, 2024	BUY	$167.09 - $200.3 $254,979 - $305,657	1,526 Added 5.29%	30,382 $6.09 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $263,917 - $331,233	1,945 Added 7.23%	28,856 $4.91 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $479,467 - $528,984	3,348 Added 14.21%	26,911 $3.9 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $167,623 - $191,253	-1,315 Reduced 5.29%	23,563 $3.43 Million
Q1 2023 Apr 11, 2023	BUY	$124.91 - $143.8 $4,371 - $5,033	35 Added 0.14%	24,878 $3.24 Million
Q4 2022 Feb 02, 2023	BUY	$101.96 - $137.84 $12,337 - $16,678	121 Added 0.49%	24,843 $3.33 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $7,856 - $45,699	379 Added 1.56%	24,722 $2.58 Million
Q2 2022 Aug 02, 2022	SELL	$112.61 - $135.91 $162,383 - $195,982	-1,442 Reduced 5.59%	24,343 $2.74 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $1.78 Million - $2.34 Million	13,902 Added 116.99%	25,785 $3.52 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $2.28 Million - $2.54 Million	-14,813 Reduced 55.49%	11,883 $1.88 Million
Q3 2021 Oct 18, 2021	BUY	$146.97 - $166.98 $133,742 - $151,951	910 Added 3.53%	26,696 $4.37 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $436,509 - $492,995	-2,962 Reduced 10.3%	25,786 $4.01 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $1.08 Million - $1.36 Million	8,632 Added 42.91%	28,748 $4.38 Million
Q4 2020 Feb 26, 2021	BUY	$96.54 - $127.07 $1.84 Million - $2.42 Million	19,029 Added 1750.6%	20,116 $2.56 Million
Q4 2020 Feb 09, 2021	SELL	$96.54 - $127.07 $2.97 Million - $3.9 Million	-30,724 Reduced 96.58%	1,087 $2.56 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $1.3 Million - $1.48 Million	14,279 Added 81.45%	31,811 $3.06 Million
Q2 2020 Aug 19, 2020	SELL	$84.03 - $113.45 $137,052 - $185,036	-1,631 Reduced 8.51%	17,532 $1.65 Million
Q4 2019 Mar 03, 2020	BUY	$111.82 - $139.4 $2.14 Million - $2.67 Million	19,163 New	19,163 $2.67 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 $702B
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 ...

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Rmr Wealth Builders Jpmorgan Chase & CO Transaction History