Triangle Securities Wealth Management Jpmorgan Chase & CO Transaction History

Triangle Securities Wealth Management

$377 Million
Q3 2024

A detailed history of Triangle Securities Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Triangle Securities Wealth Management holds 27,785 shares of JPM stock, worth $6.62 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

27,785

Previous 28,243 1.62%

Holding current value

$6.62 Million

Previous $5.71 Million 2.52%

% of portfolio

1.55%

Previous 1.64%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $89,264 - $102,958	-458 Reduced 1.62%	27,785 $5.86 Million
Q2 2024 Jul 10, 2024	SELL	$180.08 - $204.79 $115,071 - $130,860	-639 Reduced 2.21%	28,243 $5.71 Million
Q1 2024 Apr 10, 2024	SELL	$167.09 - $200.3 $76,360 - $91,537	-457 Reduced 1.56%	28,882 $5.79 Million
Q4 2023 Jan 10, 2024	BUY	$135.69 - $170.3 $10,990 - $13,794	81 Added 0.28%	29,339 $4.99 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $10,883 - $12,008	-76 Reduced 0.26%	29,258 $4.24 Million
Q2 2023 Jul 13, 2023	SELL	$127.47 - $145.44 $48,948 - $55,848	-384 Reduced 1.29%	29,334 $4.27 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $84,813 - $97,640	-679 Reduced 2.23%	29,718 $3.87 Million
Q4 2022 Jan 11, 2023	SELL	$101.96 - $137.84 $48,634 - $65,749	-477 Reduced 1.54%	30,397 $0
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $11,360 - $66,077	-548 Reduced 1.74%	30,874 $3.23 Million
Q2 2022 Jul 11, 2022	BUY	$112.61 - $135.91 $97,970 - $118,241	870 Added 2.85%	31,422 $3.54 Million
Q1 2022 Apr 13, 2022	SELL	$128.3 - $168.44 $156,526 - $205,496	-1,220 Reduced 3.84%	30,552 $4.17 Million
Q4 2021 Jan 14, 2022	SELL	$153.94 - $171.78 $39,254 - $43,803	-255 Reduced 0.8%	31,772 $5.03 Million
Q3 2021 Oct 14, 2021	SELL	$146.97 - $166.98 $52,174 - $59,277	-355 Reduced 1.1%	32,027 $5.24 Million
Q2 2021 Jul 12, 2021	SELL	$147.37 - $166.44 $104,043 - $117,506	-706 Reduced 2.13%	32,382 $5.04 Million
Q1 2021 Apr 12, 2021	SELL	$125.65 - $157.65 $76,646 - $96,166	-610 Reduced 1.81%	33,088 $5.04 Million
Q4 2020 Jan 11, 2021	SELL	$96.54 - $127.07 $25,969 - $34,181	-269 Reduced 0.79%	33,698 $4.28 Million
Q3 2020 Oct 09, 2020	BUY	$91.28 - $103.82 $24,736 - $28,135	271 Added 0.8%	33,967 $3.27 Million
Q2 2020 Jul 08, 2020	BUY	$84.03 - $113.45 $55,963 - $75,557	666 Added 2.02%	33,696 $3.17 Million
Q1 2020 Apr 06, 2020	BUY	$79.03 - $141.09 $171,337 - $305,883	2,168 Added 7.02%	33,030 $2.97 Million
Q4 2019 Jan 09, 2020	SELL	$111.82 - $139.4 $35,670 - $44,468	-319 Reduced 1.02%	30,862 $4.3 Million
Q3 2019 Oct 15, 2019	SELL	$104.8 - $120.23 $45,483 - $52,179	-434 Reduced 1.37%	31,181 $3.67 Million
Q2 2019 Jul 10, 2019	SELL	$104.64 - $116.12 $76,073 - $84,419	-727 Reduced 2.25%	31,615 $3.57 Million
Q1 2019 Apr 08, 2019	SELL	$97.11 - $107.19 $97,304 - $107,404	-1,002 Reduced 3.01%	32,342 $3.27 Million
Q4 2018 Jan 17, 2019	BUY	$92.14 - $115.32 $146,502 - $183,358	1,590 Added 5.01%	33,344 $3.26 Million
Q3 2018 Oct 04, 2018	SELL	$103.61 - $118.63 $31,083 - $35,589	-300 Reduced 0.94%	31,754 $3.58 Million
Q2 2018 Jul 12, 2018	SELL	$103.24 - $114.29 $56,575 - $62,630	-548 Reduced 1.68%	32,054 $3.34 Million
Q1 2018 Apr 11, 2018	SELL	$107.01 - $118.77 $161,585 - $179,342	-1,510 Reduced 4.43%	32,602 $3.59 Million
Q4 2017 Jan 10, 2018	SELL	$95.86 - $107.83 $2,300 - $2,587	-24 Reduced 0.07%	34,112 $3.65 Million
Q3 2017 Oct 11, 2017	BUY	$88.42 - $95.51 $3.02 Million - $3.26 Million	34,136	34,136 $3.26 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $699B
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 Triangle Securities Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Triangle Securities Wealth Management with notifications on news.

Account

Triangle Securities Wealth Management Jpmorgan Chase & CO Transaction History