Triangle Securities Wealth Management Jpmorgan Chase & CO Transaction History

Triangle Securities Wealth Management

$349 Million
Q2 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 28,243 shares of JPM stock, worth $6 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

28,243

Previous 28,882 2.21%

Holding current value

$6 Million

Previous $5.79 Million 1.26%

% of portfolio

1.64%

Previous 1.66%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,527

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 $623B
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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Triangle Securities Wealth Management Jpmorgan Chase & CO Transaction History