Strong Box Wealth, LLC Jpmorgan Chase & CO Transaction History

Strong Box Wealth, LLC

$225 Million
Q3 2024

A detailed history of Strong Box Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Strong Box Wealth, LLC holds 21,037 shares of JPM stock, worth $5.23 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

21,037

Previous 20,163 4.33%

Holding current value

$5.23 Million

Previous $4.08 Million 8.73%

% of portfolio

1.97%

Previous 1.98%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $170,342 - $196,475	874 Added 4.33%	21,037 $4.43 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $38,176 - $43,415	212 Added 1.06%	20,163 $4.08 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $153,889 - $184,476	-921 Reduced 4.41%	19,951 $4 Million
Q4 2023 Jan 08, 2024	SELL	$135.69 - $170.3 $15,740 - $19,754	-116 Reduced 0.55%	20,872 $3.55 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $99,530 - $109,810	-695 Reduced 3.21%	20,988 $3.04 Million
Q2 2023 Jul 24, 2023	BUY	$127.47 - $145.44 $398,216 - $454,354	3,124 Added 16.83%	21,683 $3.15 Million
Q1 2023 Apr 21, 2023	BUY	$124.91 - $143.8 $61,830 - $71,181	495 Added 2.74%	18,559 $2.42 Million
Q4 2022 Jan 18, 2023	BUY	$101.96 - $137.84 $66,579 - $90,009	653 Added 3.75%	18,064 $0
Q3 2022 Oct 14, 2022	SELL	$20.73 - $120.58 $119,653 - $695,987	-5,772 Reduced 24.9%	17,411 $1.82 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $250,332 - $302,127	2,223 Added 10.61%	23,183 $2.61 Million
Q1 2022 Apr 14, 2022	BUY	$128.3 - $168.44 $672,163 - $882,457	5,239 Added 33.32%	20,960 $2.86 Million
Q4 2021 Jan 14, 2022	BUY	$153.94 - $171.78 $243,994 - $272,271	1,585 Added 11.21%	15,721 $2.49 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $116,988 - $132,916	796 Added 5.97%	14,136 $2.31 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $442 - $499	3 Added 0.02%	13,340 $2.08 Million
Q1 2021 May 28, 2021	SELL	$125.65 - $157.65 $50,134 - $62,902	-399 Reduced 2.9%	13,337 $2.03 Million
Q4 2020 Feb 02, 2021	SELL	$96.54 - $127.07 $11,391 - $14,994	-118 Reduced 0.85%	13,736 $1.75 Million
Q3 2020 Oct 20, 2020	BUY	$91.28 - $103.82 $34,595 - $39,347	379 Added 2.81%	13,854 $1.33 Million
Q2 2020 Jul 30, 2020	BUY	$84.03 - $113.45 $185,958 - $251,064	2,213 Added 19.65%	13,475 $1.27 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $890,035 - $1.59 Million	11,262 New	11,262 $1.01 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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Strong Box Wealth, LLC Jpmorgan Chase & CO Transaction History