A detailed history of Tmd Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 1,637 shares of JPM stock, worth $359,779. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,637
Previous 2,146 23.72%
Holding current value
$359,779
Previous $429,000 22.84%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Aug 08, 2024

SELL
$180.08 - $204.79 $91,660 - $104,238
-509 Reduced 23.72%
1,637 $331,000
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $47,453 - $56,885
284 Added 15.25%
2,146 $429,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $20,650 - $23,561
162 Added 9.53%
1,862 $270,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $3,122 - $3,595
-25 Reduced 1.45%
1,700 $221,000
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $175,881 - $237,774
1,725 New
1,725 $231,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $196,054 - $236,619
-1,741 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $168,076 - $221,228
1,741 New
1,741 $221,000

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 $645B
  • 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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