Tradition Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

A detailed history of Tradition Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 12,703 shares of JPM stock, worth $3.18 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

12,703

Previous 12,153 4.53%

Holding current value

$3.18 Million

Previous $2.46 Million 8.91%

% of portfolio

0.25%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $107,195 - $123,640	550 Added 4.53%	12,703 $2.68 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $134,339 - $152,773	746 Added 6.54%	12,153 $2.46 Million
Q1 2024 May 13, 2024	BUY	$167.09 - $200.3 $126,152 - $151,226	755 Added 7.09%	11,407 $2.28 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $51,290 - $64,373	-378 Reduced 3.43%	10,652 $1.81 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $50,553 - $55,774	353 Added 3.31%	11,030 $1.6 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $14,021 - $15,998	-110 Reduced 1.02%	10,677 $1.55 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $157,136 - $180,900	1,258 Added 13.2%	10,787 $1.41 Million
Q4 2022 Feb 03, 2023	SELL	$101.96 - $137.84 $9,584 - $12,956	-94 Reduced 0.98%	9,529 $1.28 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $24,938 - $145,057	1,203 Added 14.29%	9,623 $1.01 Million
Q2 2022 Aug 02, 2022	SELL	$112.61 - $135.91 $9,459 - $11,416	-84 Reduced 0.99%	8,420 $948,000
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $35,924 - $47,163	280 Added 3.4%	8,504 $1.16 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $137,468 - $153,399	893 Added 12.18%	8,224 $1.3 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $40,122 - $45,585	273 Added 3.87%	7,331 $1.2 Million
Q2 2021 Aug 09, 2021	SELL	$147.37 - $166.44 $17,389 - $19,639	-118 Reduced 1.64%	7,058 $1.1 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $28,145 - $35,313	224 Added 3.22%	7,176 $1.09 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $671,146 - $883,390	6,952 New	6,952 $883,000

Others Institutions Holding JPM

# of Institutions

4,615

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 $733B
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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Tradition Wealth Management, LLC Jpmorgan Chase & CO Transaction History