A detailed history of Udine Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Udine Wealth Management, Inc. holds 32,884 shares of JPM stock, worth $8.22 Million. This represents 4.96% of its overall portfolio holdings.

Number of Shares
32,884
Previous 32,676 0.64%
Holding current value
$8.22 Million
Previous $6.61 Million 4.87%
% of portfolio
4.96%
Previous 4.66%

Shares

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

Oct 08, 2024

BUY
$194.9 - $224.8 $40,539 - $46,758
208 Added 0.64%
32,884 $6.93 Million
Q2 2024

Jul 15, 2024

BUY
$180.08 - $204.79 $7,743 - $8,805
43 Added 0.13%
32,676 $6.61 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $1 Million - $1.2 Million
-6,003 Reduced 15.54%
32,633 $6.54 Million
Q4 2023

Jan 12, 2024

SELL
$135.69 - $170.3 $120,492 - $151,226
-888 Reduced 2.25%
38,636 $6.57 Million
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $86,212 - $95,116
602 Added 1.55%
39,524 $5.73 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $53,537 - $61,084
-420 Reduced 1.07%
38,922 $5.66 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $167,504 - $192,835
1,341 Added 3.53%
39,342 $5.13 Million
Q4 2022

Feb 02, 2023

SELL
$101.96 - $137.84 $9,278 - $12,543
-91 Reduced 0.24%
38,001 $5.1 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $789,647 - $4.59 Million
38,092 New
38,092 $3.98 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $343,460 - $414,525
3,050 Added 11.3%
30,049 $3.38 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $336,146 - $441,312
2,620 Added 10.75%
26,999 $3.68 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $3.75 Million - $4.19 Million
24,379 New
24,379 $3.86 Million

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 $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 ...
More about JPM
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