Stockman Wealth Management, Inc. Jpmorgan Chase & CO Transaction History

Stockman Wealth Management, Inc.

$554 Million
Q2 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 76,413 shares of JPM stock, worth $16.1 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

76,413

Previous 77,956 1.98%

Holding current value

$16.1 Million

Previous $15.6 Million 1.02%

% of portfolio

2.79%

Previous 2.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$180.08 - $204.79 $277,863 - $315,990	-1,543 Reduced 1.98%	76,413 $15.5 Million
Q1 2024 Apr 17, 2024	SELL	$167.09 - $200.3 $661,175 - $792,587	-3,957 Reduced 4.83%	77,956 $15.6 Million
Q4 2023 Feb 01, 2024	SELL	$135.69 - $170.3 $21,167 - $26,566	-156 Reduced 0.19%	81,913 $13.9 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $436,647 - $481,742	-3,049 Reduced 3.58%	82,069 $11.9 Million
Q2 2023 Aug 02, 2023	BUY	$127.47 - $145.44 $14,149 - $16,143	111 Added 0.13%	85,118 $12.4 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $267,931 - $308,451	-2,145 Reduced 2.46%	85,007 $11.1 Million
Q4 2022 Feb 07, 2023	SELL	$101.96 - $137.84 $310,978 - $420,412	-3,050 Reduced 3.38%	87,152 $11.7 Million
Q3 2022 Nov 07, 2022	BUY	$20.73 - $120.58 $175,831 - $1.02 Million	8,482 Added 10.38%	90,202 $9.43 Million
Q2 2022 Jul 28, 2022	BUY	$112.61 - $135.91 $1.06 Million - $1.28 Million	9,448 Added 13.07%	81,720 $9.2 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $832,923 - $1.09 Million	6,492 Added 9.87%	72,272 $9.85 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $53,571 - $59,779	-348 Reduced 0.53%	65,780 $10.4 Million
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $151,966 - $172,657	1,034 Added 1.59%	66,128 $10.8 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $264,234 - $298,426	1,793 Added 2.83%	65,094 $10.1 Million
Q1 2021 May 05, 2021	SELL	$125.65 - $157.65 $324,679 - $407,367	-2,584 Reduced 3.92%	63,301 $9.64 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $44,891 - $59,087	-465 Reduced 0.7%	65,885 $8.37 Million
Q3 2020 Nov 06, 2020	BUY	$91.28 - $103.82 $643,980 - $732,450	7,055 Added 11.9%	66,350 $6.39 Million
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $490,735 - $662,548	5,840 Added 10.93%	59,295 $5.58 Million
Q1 2020 May 06, 2020	BUY	$79.03 - $141.09 $445,571 - $795,465	5,638 Added 11.79%	53,455 $4.81 Million
Q4 2019 Feb 07, 2020	SELL	$111.82 - $139.4 $191,547 - $238,792	-1,713 Reduced 3.46%	47,817 $6.67 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $392,895 - $450,742	3,749 Added 8.19%	49,530 $5.83 Million
Q2 2019 Aug 08, 2019	BUY	$104.64 - $116.12 $54,517 - $60,498	521 Added 1.15%	45,781 $5.12 Million
Q1 2019 May 07, 2019	BUY	$97.11 - $107.19 $245,494 - $270,976	2,528 Added 5.92%	45,260 $4.58 Million
Q4 2018 Feb 08, 2019	BUY	$92.14 - $115.32 $104,210 - $130,426	1,131 Added 2.72%	42,732 $4.17 Million
Q3 2018 Nov 02, 2018	SELL	$103.61 - $118.63 $29,736 - $34,046	-287 Reduced 0.69%	41,601 $4.69 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $52,136 - $57,716	505 Added 1.22%	41,888 $4.37 Million
Q1 2018 May 10, 2018	SELL	$107.01 - $118.77 $47,191 - $52,377	-441 Reduced 1.05%	41,383 $4.55 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $104,199 - $117,211	-1,087 Reduced 2.53%	41,824 $4.47 Million
Q3 2017 Nov 14, 2017	BUY	$88.42 - $95.51 $3.09 Million - $3.34 Million	34,952 Added 439.15%	42,911 $4.1 Million
Q2 2017 Aug 09, 2017	BUY	N/A	7,959	7,959 $727,000

Others Institutions Holding JPM

# of Institutions

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $618B
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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Stockman Wealth Management, Inc. Jpmorgan Chase & CO Transaction History