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 $1.43 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,719
Previous 5,719 -0.0%
Holding current value
$1.43 Million
Previous $1.16 Million 4.24%
% of portfolio
0.2%
Previous 0.2%

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 $733B
  • 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

Track Sendero Wealth Management, LLC Portfolio

Follow Sendero Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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