Titus Wealth Management Jpmorgan Chase & CO Transaction History

Titus Wealth Management

$200 Million
Q2 2022

A detailed history of Titus Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Titus Wealth Management holds 6,233 shares of JPM stock, worth $1.32 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

6,233

Previous 5,361 16.27%

Holding current value

$1.32 Million

Previous $731,000 3.97%

% of portfolio

0.35%

Previous 0.33%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Nov 09, 2022	BUY	$112.61 - $135.91 $98,195 - $118,513	872 Added 16.27%	6,233 $702,000
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $10,007 - $13,138	78 Added 1.48%	5,361 $731,000
Q4 2021 Feb 15, 2022	SELL	$153.94 - $171.78 $44,180 - $49,300	-287 Reduced 5.15%	5,283 $837,000
Q3 2021 Nov 15, 2021	SELL	$146.97 - $166.98 $3,380 - $3,840	-23 Reduced 0.41%	5,570 $912,000
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $20,042 - $22,635	136 Added 2.49%	5,593 $870,000
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $286,105 - $358,969	2,277 Added 71.6%	5,457 $831,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $127.07 $43,153 - $56,800	-447 Reduced 12.32%	3,180 $404,000
Q3 2020 Nov 16, 2020	SELL	$91.28 - $103.82 $33,956 - $38,621	-372 Reduced 9.3%	3,627 $349,000
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $62,686 - $84,633	746 Added 22.93%	3,999 $376,000
Q1 2020 May 18, 2020	BUY	$79.03 - $141.09 $36,827 - $65,747	466 Added 16.72%	3,253 $293,000
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $57,140 - $71,233	511 Added 22.45%	2,787 $389,000
Q3 2019 Nov 18, 2019	BUY	$104.8 - $120.23 $104 - $120	1 Added 0.04%	2,276 $268,000
Q2 2019 Aug 15, 2019	SELL	$104.64 - $116.12 $17,788 - $19,740	-170 Reduced 6.95%	2,275 $254,000
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $15,926 - $17,579	-164 Reduced 6.29%	2,445 $248,000
Q4 2018 Feb 11, 2019	BUY	$92.14 - $115.32 $58,140 - $72,766	631 Added 31.9%	2,609 $254,000
Q3 2018 Nov 06, 2018	BUY	$103.61 - $118.63 $204,940 - $234,650	1,978 New	1,978 $223,000
Q2 2018 Aug 16, 2018	SELL	$103.24 - $114.29 $210,506 - $233,037	-2,039 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$107.01 - $118.77 $218,193 - $242,172	2,039 New	2,039 $224 Million

Others Institutions Holding JPM

# of Institutions

4,538

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 $620B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.

Account

Titus Wealth Management Jpmorgan Chase & CO Transaction History