A detailed history of Wagner Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 4,110 shares of JPM stock, worth $1.02 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,110
Previous 4,417 6.95%
Holding current value
$1.02 Million
Previous $893,000 3.02%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Oct 10, 2024

SELL
$194.9 - $224.8 $59,834 - $69,013
-307 Reduced 6.95%
4,110 $866,000
Q2 2024

Jul 18, 2024

SELL
$180.08 - $204.79 $9,184 - $10,444
-51 Reduced 1.14%
4,417 $893,000
Q1 2024

Apr 23, 2024

SELL
$167.09 - $200.3 $102,927 - $123,384
-616 Reduced 12.12%
4,468 $894,000
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $241,121 - $302,623
-1,777 Reduced 25.9%
5,084 $864,000
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $2,720 - $3,002
19 Added 0.28%
6,861 $994,000
Q2 2023

Jul 28, 2023

BUY
$127.47 - $145.44 $38,623 - $44,068
303 Added 4.63%
6,842 $995,000
Q1 2023

May 17, 2023

BUY
$124.91 - $143.8 $2,498 - $2,876
20 Added 0.31%
6,539 $852,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $2,243 - $3,032
22 Added 0.34%
6,519 $874,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $18,470 - $107,436
891 Added 15.89%
6,497 $679,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $17,341 - $20,930
154 Added 2.82%
5,606 $631,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $158,963 - $208,697
-1,239 Reduced 18.52%
5,452 $743,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $62,037 - $69,227
403 Added 6.41%
6,691 $1.06 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $22,780 - $25,881
-155 Reduced 2.41%
6,288 $1.07 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $67,348 - $76,063
457 Added 7.63%
6,443 $1 Million
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $16,585 - $20,809
132 Added 2.25%
5,986 $911,000
Q4 2020

Feb 09, 2021

BUY
$96.54 - $127.07 $51,745 - $68,109
536 Added 10.08%
5,854 $744,000
Q3 2018

Nov 05, 2018

BUY
$103.61 - $118.63 $84,234 - $96,446
813 Added 18.05%
5,318 $600,000
Q2 2018

Aug 01, 2018

BUY
$103.24 - $114.29 $41,812 - $46,287
405 Added 9.88%
4,505 $469,000
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $107 - $118
1 Added 0.02%
4,100 $451,000
Q4 2017

Feb 22, 2018

BUY
$95.86 - $107.83 $392,930 - $441,995
4,099
4,099 $454,000

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 $729B
  • 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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