A detailed history of Ruedi Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 2,081 shares of JPM stock, worth $439,548. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,081
Previous 1,972 5.53%
Holding current value
$439,548
Previous $395 Million 6.57%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$180.08 - $204.79 $19,628 - $22,322
109 Added 5.53%
2,081 $421 Million
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $17,544 - $21,031
105 Added 5.62%
1,972 $395 Million
Q4 2023

Jan 25, 2024

BUY
$135.69 - $170.3 $5,563 - $6,982
41 Added 2.25%
1,867 $318 Million
Q3 2023

Oct 26, 2023

SELL
$143.21 - $158.0 $54,992 - $60,672
-384 Reduced 17.38%
1,826 $265 Million
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $8,493 - $9,778
-68 Reduced 2.99%
2,210 $288 Million
Q4 2022

Feb 21, 2023

BUY
$101.96 - $137.84 $232,264 - $313,999
2,278 New
2,278 $305 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 $620B
  • 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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