Steel Peak Wealth Management LLC Jpmorgan Chase & CO Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 68,264 shares of JPM stock, worth $17 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

68,264

Previous 68,978 1.04%

Holding current value

$17 Million

Previous $14 Million 3.13%

% of portfolio

0.64%

Previous 0.66%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $139,158 - $160,507	-714 Reduced 1.04%	68,264 $14.4 Million
Q2 2024 Jul 16, 2024	SELL	$180.08 - $204.79 $1.5 Million - $1.71 Million	-8,336 Reduced 10.78%	68,978 $14 Million
Q1 2024 Apr 17, 2024	BUY	$167.09 - $200.3 $594,339 - $712,467	3,557 Added 4.82%	77,314 $15.5 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $5.99 Million - $7.52 Million	-44,177 Reduced 37.46%	73,757 $12.5 Million
Q3 2023 Nov 02, 2023	SELL	$143.21 - $158.0 $5.13 Million - $5.65 Million	-35,788 Reduced 23.28%	117,934 $17.1 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $1.65 Million - $1.89 Million	12,977 Added 9.22%	153,722 $22.4 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $347,999 - $400,626	2,786 Added 2.02%	140,745 $18.3 Million
Q4 2022 Jan 25, 2023	BUY	$101.96 - $137.84 $983,812 - $1.33 Million	9,649 Added 7.52%	137,959 $0
Q3 2022 Oct 26, 2022	BUY	$20.73 - $120.58 $58,831 - $342,206	2,838 Added 2.26%	128,310 $13.4 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $9.27 Million - $11.2 Million	82,342 Added 190.92%	125,472 $14.1 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $3.45 Million - $4.53 Million	-26,902 Reduced 38.41%	43,130 $5.88 Million
Q4 2021 Jan 31, 2022	SELL	$153.94 - $171.78 $2.39 Million - $2.67 Million	-15,517 Reduced 18.14%	70,032 $11.1 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1.1 Million - $1.25 Million	7,501 Added 9.61%	85,549 $14 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $1.27 Million - $1.43 Million	-8,592 Reduced 9.92%	78,048 $12.1 Million
Q1 2021 May 18, 2021	BUY	$125.65 - $157.65 $620,082 - $778,002	4,935 Added 6.04%	86,640 $13.2 Million
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $329,780 - $434,071	3,416 Added 4.36%	81,705 $10.4 Million
Q3 2020 Oct 26, 2020	BUY	$91.28 - $103.82 $391,317 - $445,076	4,287 Added 5.79%	78,289 $7.54 Million
Q2 2020 Jul 21, 2020	SELL	$84.03 - $113.45 $719,800 - $971,812	-8,566 Reduced 10.37%	74,002 $6.96 Million
Q1 2020 Apr 16, 2020	BUY	$79.03 - $141.09 $1.15 Million - $2.05 Million	14,495 Added 21.29%	82,568 $7.43 Million
Q4 2019 Feb 06, 2020	BUY	$111.82 - $139.4 $7.61 Million - $9.49 Million	68,073 New	68,073 $9.49 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 ...

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Steel Peak Wealth Management LLC Jpmorgan Chase & CO Transaction History