Rwq Financial Management Services, Inc. Jpmorgan Chase & CO Transaction History

Rwq Financial Management Services, Inc.

$150 Million
Q1 2025

A detailed history of Rwq Financial Management Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Rwq Financial Management Services, Inc. holds 39,450 shares of JPM stock, worth $10.4 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares

39,450

Previous 101,369 61.08%

Holding current value

$10.4 Million

Previous $24.3 Million 60.18%

% of portfolio

6.47%

Previous 9.84%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$225.19 - $279.95 $13.9 Million - $17.3 Million	-61,919 Reduced 61.08%	39,450 $9.68 Million
Q4 2024 Feb 11, 2025	BUY	$205.18 - $250.29 $3.27 Million - $3.99 Million	15,952 Added 18.68%	101,369 $24.3 Million
Q3 2024 Oct 29, 2024	BUY	$194.9 - $224.8 $4.25 Million - $4.9 Million	21,804 Added 34.28%	85,417 $18 Million
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $2.88 Million - $3.28 Million	16,013 Added 33.64%	63,613 $12.9 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $1.26 Million - $1.51 Million	7,519 Added 18.76%	47,600 $9.53 Million
Q4 2023 Jan 24, 2024	SELL	$135.69 - $170.3 $947,523 - $1.19 Million	-6,983 Reduced 14.84%	40,081 $6.82 Million
Q3 2023 Oct 30, 2023	BUY	$143.21 - $158.0 $2.32 Million - $2.56 Million	16,179 Added 52.38%	47,064 $6.83 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $3.55 Million - $4.05 Million	27,870 Added 924.38%	30,885 $4.49 Million
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $2.41 Million - $2.78 Million	-19,314 Reduced 86.5%	3,015 $392,000
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $169,559 - $229,227	1,663 Added 8.05%	22,329 $2.99 Million
Q3 2022 Oct 20, 2022	SELL	$20.73 - $120.58 $18,491 - $107,557	-892 Reduced 4.14%	20,666 $2.16 Million
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $4.22 Million - $5.09 Million	-37,460 Reduced 63.47%	21,558 $2.43 Million
Q1 2022 Apr 20, 2022	SELL	$128.3 - $168.44 $3.56 Million - $4.67 Million	-27,740 Reduced 31.97%	59,018 $8.05 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $2.07 Million - $2.31 Million	13,433 Added 18.32%	86,758 $13.7 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $3.63 Million - $4.12 Million	24,700 Added 50.8%	73,325 $12 Million
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $3.3 Million - $3.72 Million	-22,375 Reduced 31.51%	48,625 $7.56 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $1.1 Million - $1.38 Million	8,725 Added 14.01%	71,000 $10.8 Million
Q4 2020 Mar 08, 2021	BUY	$96.54 - $127.07 $6.01 Million - $7.91 Million	62,275 New	62,275 $7.91 Million

Others Institutions Holding JPM

# of Institutions

5,185

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

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 $773B
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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Rwq Financial Management Services, Inc. Jpmorgan Chase & CO Transaction History