Walter & Keenan Wealth Management LLC Jpmorgan Chase & CO Transaction History

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 45,444 shares of JPM stock, worth $11.1 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
45,444
Previous 45,914 1.02%
Holding current value
$11.1 Million
Previous $9.29 Million 3.14%
% of portfolio
2.93%
Previous 2.97%

Shares

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

Oct 25, 2024
SELL
$194.9 - $224.8 $91,603 - $105,656
-470 Reduced 1.02%
45,444 $9.58 Million
Q2 2024

Jul 15, 2024
SELL
$180.08 - $204.79 $12,605 - $14,335
-70 Reduced 0.15%
45,914 $9.29 Million
Q1 2024

Apr 30, 2024
SELL
$167.09 - $200.3 $108,441 - $129,994
-649 Reduced 1.39%
45,984 $9.21 Million
Q4 2023

Jan 25, 2024
SELL
$135.69 - $170.3 $44,370 - $55,688
-327 Reduced 0.7%
46,633 $7.93 Million
Q3 2023

Oct 20, 2023
SELL
$143.21 - $158.0 $1.38 Million - $1.52 Million
-9,623 Reduced 17.01%
46,960 $6.81 Million
Q2 2023

Jul 28, 2023
SELL
$127.47 - $145.44 $124,920 - $142,531
-980 Reduced 1.7%
56,583 $8.23 Million
Q1 2023

Apr 26, 2023
SELL
$124.91 - $143.8 $257,564 - $296,515
-2,062 Reduced 3.46%
57,563 $7.5 Million
Q4 2022

Jan 30, 2023
BUY
$101.96 - $137.84 $6,423 - $8,683
63 Added 0.11%
59,625 $8 Million
Q3 2022

Oct 21, 2022
BUY
$20.73 - $120.58 $152,075 - $884,574
7,336 Added 14.05%
59,562 $6.22 Million
Q2 2022

Jul 20, 2022
SELL
$112.61 - $135.91 $12,612 - $15,221
-112 Reduced 0.21%
52,226 $5.88 Million
Q4 2021

Jan 24, 2022
SELL
$153.94 - $171.78 $353,754 - $394,750
-2,298 Reduced 4.21%
52,338 $8.29 Million
Q3 2021

Oct 18, 2021
SELL
$146.97 - $166.98 $308,783 - $350,824
-2,101 Reduced 3.7%
54,636 $8.94 Million
Q2 2021

Jul 13, 2021
SELL
$147.37 - $166.44 $250,529 - $282,948
-1,700 Reduced 2.91%
56,737 $8.82 Million
Q1 2021

Apr 30, 2021
SELL
$125.65 - $157.65 $364,385 - $457,185
-2,900 Reduced 4.73%
58,437 $8.9 Million
Q4 2020

Jan 28, 2021
SELL
$96.54 - $127.07 $64,874 - $85,391
-672 Reduced 1.08%
61,337 $7.79 Million
Q3 2020

Oct 27, 2020
SELL
$91.28 - $103.82 $75,579 - $85,962
-828 Reduced 1.32%
62,009 $5.97 Million
Q2 2020

Jul 16, 2020
BUY
$84.03 - $113.45 $4.59 Million - $6.2 Million
54,612 Added 663.98%
62,837 $5.91 Million
Q1 2020

Apr 14, 2020
SELL
$79.03 - $141.09 $4.38 Million - $7.81 Million
-55,359 Reduced 87.06%
8,225 $697,000
Q4 2019

Jan 29, 2020
SELL
$111.82 - $139.4 $1.05 Million - $1.31 Million
-9,368 Reduced 12.84%
63,584 $8.86 Million
Q3 2019

Oct 28, 2019
BUY
$104.8 - $120.23 $723,120 - $829,587
6,900 Added 10.45%
72,952 $8.59 Million
Q2 2019

Aug 01, 2019
SELL
$104.64 - $116.12 $88,944 - $98,702
-850 Reduced 1.27%
66,052 $7.39 Million
Q1 2019

May 08, 2019
BUY
$97.11 - $107.19 $89,632 - $98,936
923 Added 1.4%
66,902 $6.77 Million
Q4 2018

Feb 01, 2019
BUY
$92.14 - $115.32 $195,889 - $245,170
2,126 Added 3.33%
65,979 $6.44 Million
Q3 2018

Oct 29, 2018
SELL
$103.61 - $118.63 $518,050 - $593,150
-5,000 Reduced 7.26%
63,853 $8.21 Million
Q2 2018

Aug 09, 2018
SELL
$103.24 - $114.29 $309,720 - $342,870
-3,000 Reduced 4.18%
68,853 $7.17 Million
Q4 2017

Jan 23, 2018
BUY
$95.86 - $107.83 $391,396 - $440,269
4,083 Added 6.02%
71,853 $7.68 Million
Q3 2017

Nov 08, 2017
BUY
$88.42 - $95.51 $5.99 Million - $6.47 Million
67,770
67,770 $6.47 Million

Others Institutions Holding JPM

# of Institutions
4,613
Shares Held
1.96B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • 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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