A detailed history of Sendero Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,719 shares of JPM stock, worth $1.17 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,719
Previous 6,268 8.76%
Holding current value
$1.17 Million
Previous $1.26 Million 7.89%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Jul 12, 2024

SELL
$180.08 - $204.79 $98,863 - $112,429
-549 Reduced 8.76%
5,719 $1.16 Million
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $76,360 - $91,537
457 Added 7.86%
6,268 $1.26 Million
Q4 2023

Jan 17, 2024

BUY
$135.69 - $170.3 $8,412 - $10,558
62 Added 1.08%
5,811 $988,000
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $732,825 - $836,134
5,749 New
5,749 $836,000
Q2 2022

Aug 09, 2022

SELL
$112.61 - $135.91 $90,651 - $109,407
-805 Reduced 21.6%
2,921 $329,000
Q1 2022

May 06, 2022

SELL
$128.3 - $168.44 $10.9 Million - $14.4 Million
-85,240 Reduced 95.81%
3,726 $508,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $13.7 Million - $15.3 Million
88,966 New
88,966 $714,000

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 $602B
  • 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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