Virginia Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History

Virginia Wealth Management Group, Inc.

$159 Million
Q3 2024

A detailed history of Virginia Wealth Management Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Virginia Wealth Management Group, Inc. holds 26,051 shares of JPM stock, worth $6 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

26,051

Previous 22,002 18.4%

Holding current value

$6 Million

Previous $4.45 Million 23.39%

% of portfolio

3.44%

Previous 3.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$194.9 - $224.8 $789,150 - $910,215	4,049 Added 18.4%	26,051 $5.49 Million
Q2 2024 Jul 16, 2024	SELL	$180.08 - $204.79 $19,628 - $22,322	-109 Reduced 0.49%	22,002 $4.45 Million
Q1 2024 Apr 25, 2024	SELL	$167.09 - $200.3 $134,507 - $161,241	-805 Reduced 3.51%	22,111 $4.43 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $761,627 - $955,893	-5,613 Reduced 19.67%	22,916 $3.9 Million
Q3 2023 Nov 03, 2023	SELL	$143.21 - $158.0 $14,750 - $16,274	-103 Reduced 0.36%	28,529 $4.14 Million
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $54,174 - $61,812	-425 Reduced 1.46%	28,632 $4.16 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $47,840 - $55,075	383 Added 1.34%	29,057 $3.79 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $134,791 - $182,224	1,322 Added 4.83%	28,674 $3.85 Million
Q3 2022 Oct 19, 2022	SELL	$20.73 - $120.58 $96,000 - $558,405	-4,631 Reduced 14.48%	27,352 $2.86 Million
Q2 2022 Jan 04, 2023	BUY	$112.61 - $135.91 $3.6 Million - $4.35 Million	31,984 Added 147.98%	53,598 $6.04 Million
Q2 2022 Jan 04, 2023	SELL	$112.61 - $135.91 $646,156 - $779,851	-5,738 Reduced 20.98%	21,614 $2.43 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $1.2 Million - $1.45 Million	10,677 Added 50.11%	31,983 $3.6 Million
Q1 2022 Apr 20, 2022	BUY	$128.3 - $168.44 $2.04 Million - $2.68 Million	15,933 Added 296.54%	21,306 $2.75 Million
Q4 2021 Jan 18, 2022	BUY	$153.94 - $171.78 $827,119 - $922,973	5,373 New	5,373 $851,000

Others Institutions Holding JPM

# of Institutions

4,617

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 $676B
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 Virginia Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Virginia Wealth Management Group, Inc. with notifications on news.

Account

Virginia Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History