Scissortail Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Scissortail Wealth Management, LLC

$3.47 Million
Q3 2024

A detailed history of Scissortail Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Scissortail Wealth Management, LLC holds 397 shares of JPM stock, worth $95,589. This represents 2.39% of its overall portfolio holdings.

Number of Shares

397

Previous 29,462 98.65%

Holding current value

$95,589

Previous $5.96 Million 98.61%

% of portfolio

2.39%

Previous 1.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $5.66 Million - $6.53 Million	-29,065 Reduced 98.65%	397 $83,000
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $25,931 - $29,489	144 Added 0.49%	29,462 $5.96 Million
Q1 2024 May 15, 2024	SELL	$167.09 - $200.3 $5.7 Million - $6.84 Million	-34,137 Reduced 53.8%	29,318 $5.87 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $4.75 Million - $5.97 Million	35,027 Added 123.21%	63,455 $10.8 Million
Q3 2023 Oct 23, 2023	BUY	$143.21 - $158.0 $61,437 - $67,782	429 Added 1.53%	28,428 $4.12 Million
Q2 2023 Jul 20, 2023	BUY	$127.47 - $145.44 $83,620 - $95,408	656 Added 2.4%	27,999 $4.07 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $17,612 - $20,275	141 Added 0.52%	27,343 $3.56 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $4.31 Million - $4.96 Million	-34,488 Reduced 55.91%	27,202 $3.54 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $3.65 Million - $4.93 Million	35,772 Added 138.02%	61,690 $8.7 Million
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $67,185 - $390,799	3,241 Added 14.29%	25,918 $3.29 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $239,408 - $288,944	-2,126 Reduced 8.57%	22,677 $3.59 Million
Q1 2022 Aug 19, 2022	BUY	$128.3 - $168.44 $272,765 - $358,103	2,126 Added 9.38%	24,803 $3.02 Million
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $3.49 Million - $3.9 Million	22,677 New	22,677 $3.59 Million

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

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 $706B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Scissortail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scissortail Wealth Management, LLC with notifications on news.

Account

Scissortail Wealth Management, LLC Jpmorgan Chase & CO Transaction History