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 20,163 shares of JPM stock, worth $4.47 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
20,163
Previous 19,951 1.06%
Holding current value
$4.47 Million
Previous $4 Million 2.05%
% of portfolio
1.98%
Previous 2.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $650B
  • 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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