Tempus Wealth Planning, LLC Jpmorgan Chase & CO Transaction History

Tempus Wealth Planning, LLC

$205 Million
Q1 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 9,102 shares of JPM stock, worth $1.84 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

9,102

Previous 8,832 3.06%

Holding current value

$1.84 Million

Previous $1.5 Million 21.37%

% of portfolio

0.89%

Previous 0.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$167.09 - $200.3 $45,114 - $54,081	270 Added 3.06%	9,102 $1.82 Million
Q4 2023 Jan 23, 2024	SELL	$135.69 - $170.3 $30,937 - $38,828	-228 Reduced 2.52%	8,832 $1.5 Million
Q3 2023 Oct 31, 2023	SELL	$143.21 - $158.0 $491,496 - $542,256	-3,432 Reduced 27.47%	9,060 $1.31 Million
Q2 2023 Jul 21, 2023	SELL	$127.47 - $145.44 $39,770 - $45,377	-312 Reduced 2.44%	12,492 $1.82 Million
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $187,614 - $215,987	-1,502 Reduced 10.5%	12,804 $1.67 Million

Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $183,324 - $247,836	-1,798 Reduced 11.16%	14,306 $1.92 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $139,119 - $809,212	6,711 Added 71.45%	16,104 $1.68 Million
Q1 2022 May 06, 2022	SELL	$128.3 - $168.44 $84,678 - $111,170	-660 Reduced 6.57%	9,393 $1.28 Million
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $60,498 - $67,509	393 Added 4.07%	10,053 $1.59 Million
Q3 2021 Nov 09, 2021	BUY	$146.97 - $166.98 $59,228 - $67,292	403 Added 4.35%	9,660 $1.58 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $710,618 - $802,573	4,822 Added 108.73%	9,257 $1.44 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $7,240 - $9,530	-75 Reduced 1.66%	4,435 $564,000
Q2 2020 Aug 07, 2020	SELL	$84.03 - $113.45 $42,015 - $56,725	-500 Reduced 9.98%	4,510 $424,000
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $39,515 - $70,545	500 Added 11.09%	5,010 $451,000
Q4 2019 Mar 16, 2020	BUY	$111.82 - $139.4 $504,308 - $628,694	4,510 New	4,510 $629,000

Others Institutions Holding JPM

# of Institutions

4,418

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $593B
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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Tempus Wealth Planning, LLC Jpmorgan Chase & CO Transaction History