Walled Lake Planning & Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 8,334 shares of JPM stock, worth $2.02 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

8,334

Previous 4,885 70.6%

Holding current value

$2.02 Million

Previous $988,000 77.73%

% of portfolio

0.71%

Previous 0.44%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $672,210 - $775,335	3,449 Added 70.6%	8,334 $1.76 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $126,596 - $143,967	703 Added 16.81%	4,885 $988,000
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $98,081 - $117,576	-587 Reduced 12.31%	4,182 $837,000
Q4 2023 Feb 13, 2024	SELL	$135.69 - $170.3 $126,463 - $158,719	-932 Reduced 16.35%	4,769 $811,000
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $53,990 - $59,566	377 Added 7.08%	5,701 $826,000
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $2,931 - $3,345	-23 Reduced 0.43%	5,324 $774,000
Q1 2023 May 12, 2023	BUY	$124.91 - $143.8 $667,893 - $768,898	5,347 New	5,347 $696,000
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $25,435 - $147,951	1,227 Added 3.79%	33,635 $3.52 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $172,743 - $208,485	1,534 Added 4.97%	32,408 $3.65 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $73,900 - $97,021	576 Added 1.9%	30,874 $4.21 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $858,215 - $957,673	5,575 Added 22.55%	30,298 $4.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $26,748 - $30,390	182 Added 0.74%	24,723 $4.05 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $21,810 - $24,633	148 Added 0.61%	24,541 $3.82 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $18,596 - $23,332	148 Added 0.61%	24,393 $3.71 Million
Q4 2020 Feb 19, 2021	SELL	$96.54 - $127.07 $4,730 - $6,226	-49 Reduced 0.2%	24,245 $3.08 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $139,293 - $158,429	1,526 Added 6.7%	24,294 $2.34 Million
Q2 2020 Aug 18, 2020	BUY	$84.03 - $113.45 $1.86 Million - $2.52 Million	22,188 Added 3825.52%	22,768 $2.14 Million
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $79 - $141	1 Added 0.17%	580 $52,000
Q4 2019 May 15, 2020	BUY	$111.82 - $139.4 $64,743 - $80,712	579 New	579 $81,000

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 $711B
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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Walled Lake Planning & Wealth Management, LLC Jpmorgan Chase & CO Transaction History