A detailed history of Strait & Sound Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 9,734 shares of JPM stock, worth $2.07 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
9,734
Previous 9,994 2.6%
Holding current value
$2.07 Million
Previous $1.95 Billion 0.8%
% of portfolio
1.0%
Previous 1.09%

Shares

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

Aug 13, 2024

SELL
$180.08 - $204.79 $46,820 - $53,245
-260 Reduced 2.6%
9,734 $1.97 Billion
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $334 - $400
-2 Reduced 0.02%
9,994 $1.95 Billion
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $16,011 - $20,095
-118 Reduced 1.17%
9,996 $1.67 Billion
Q3 2023

Nov 15, 2023

BUY
$143.21 - $158.0 $417,027 - $460,096
2,912 Added 40.43%
10,114 $1.47 Billion
Q2 2023

Aug 29, 2023

SELL
$127.47 - $145.44 $54,684 - $62,393
-429 Reduced 5.62%
7,202 $1.05 Billion
Q1 2023

Aug 29, 2023

BUY
$124.91 - $143.8 $4,371 - $5,033
35 Added 0.46%
7,631 $994 Million
Q4 2022

Feb 16, 2023

BUY
$101.96 - $137.84 $774,488 - $1.05 Million
7,596 New
7,596 $1.07 Billion

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 $623B
  • 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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