A detailed history of Tria Gen Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 15,459 shares of JPM stock, worth $3.67 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
15,459
Previous 15,976 3.24%
Holding current value
$3.67 Million
Previous $3.23 Million 0.84%
% of portfolio
1.19%
Previous 1.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$194.9 - $224.8 $100,763 - $116,221
-517 Reduced 3.24%
15,459 $3.26 Million
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $5,402 - $6,143
-30 Reduced 0.19%
15,976 $3.23 Million
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $2,506 - $3,004
-15 Reduced 0.09%
16,006 $3.21 Million
Q4 2023

Jan 22, 2024

SELL
$135.69 - $170.3 $49,933 - $62,670
-368 Reduced 2.25%
16,021 $2.73 Million
Q3 2023

Oct 23, 2023

SELL
$143.21 - $158.0 $1.7 Million - $1.87 Million
-11,862 Reduced 41.99%
16,389 $2.38 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $3 Million - $3.43 Million
23,553 Added 501.34%
28,251 $4.11 Million
Q1 2023

Apr 24, 2023

BUY
$124.91 - $143.8 $11,866 - $13,661
95 Added 2.06%
4,698 $612,000
Q4 2022

Feb 09, 2023

BUY
$101.96 - $137.84 $4,384 - $5,927
43 Added 0.94%
4,603 $617,000
Q3 2022

Oct 21, 2022

SELL
$20.73 - $120.58 $4,975 - $28,939
-240 Reduced 5.0%
4,560 $477,000
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $19,987 - $22,709
-136 Reduced 2.76%
4,800 $786,000
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $33,895 - $38,281
-230 Reduced 4.45%
4,936 $749,000
Q4 2020

Feb 02, 2021

BUY
$96.54 - $127.07 $498,725 - $656,443
5,166 New
5,166 $656,000

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 $697B
  • 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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