Sculati Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Sculati Wealth Management, LLC

$249 Million
Q3 2024

A detailed history of Sculati Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 20,315 shares of JPM stock, worth $5.05 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

20,315

Previous 20,024 1.45%

Holding current value

$5.05 Million

Previous $4.05 Million 5.7%

% of portfolio

1.72%

Previous 1.74%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 22, 2024	BUY	$194.9 - $224.8 $56,715 - $65,416	291 Added 1.45%	20,315 $4.28 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $52,403 - $59,593	-291 Reduced 1.43%	20,024 $4.05 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $668 - $801	-4 Reduced 0.02%	20,315 $4.07 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $13,569 - $17,030	100 Added 0.49%	20,319 $3.46 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $90,508 - $99,856	632 Added 3.23%	20,219 $2.93 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $21,924 - $25,015	172 Added 0.89%	19,587 $2.85 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $180,619 - $207,934	1,446 Added 8.05%	19,415 $2.53 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $267,237 - $361,278	2,621 Added 17.08%	17,969 $2.41 Million
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $36,028 - $209,568	1,738 Added 12.77%	15,348 $1.6 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $11,261 - $13,591	100 Added 0.74%	13,610 $1.53 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $57,863 - $75,966	451 Added 3.45%	13,510 $1.84 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $28,632 - $31,951	-186 Reduced 1.4%	13,059 $2.07 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $75,306 - $85,050	511 Added 4.01%	13,245 $2.06 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $19,475 - $24,435	-155 Reduced 1.2%	12,734 $1.94 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $11,102 - $14,613	-115 Reduced 0.88%	12,889 $1.64 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $25,558 - $29,069	280 Added 2.2%	13,004 $1.25 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $2,604 - $3,516	-31 Reduced 0.24%	12,724 $1.2 Million
Q1 2020 May 22, 2020	BUY	$79.03 - $141.09 $10,352 - $18,482	131 Added 1.04%	12,755 $1.15 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $1.41 Million - $1.76 Million	12,624 New	12,624 $1.76 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Sculati Wealth Management, LLC Jpmorgan Chase & CO Transaction History