Wd Rutherford LLC Jpmorgan Chase & CO Transaction History

Wd Rutherford LLC

$202 Million
Q3 2024

A detailed history of Wd Rutherford LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wd Rutherford LLC holds 23,361 shares of JPM stock, worth $5.84 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

23,361

Previous 23,402 0.18%

Holding current value

$5.84 Million

Previous $4.73 Million 4.04%

% of portfolio

2.43%

Previous 2.39%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $7,990 - $9,216	-41 Reduced 0.18%	23,361 $4.92 Million
Q2 2024 Jul 25, 2024	SELL	$180.08 - $204.79 $49,702 - $56,522	-276 Reduced 1.17%	23,402 $4.73 Million
Q1 2024 Apr 16, 2024	SELL	$167.09 - $200.3 $247,794 - $297,044	-1,483 Reduced 5.89%	23,678 $4.74 Million
Q4 2023 Feb 02, 2024	SELL	$135.69 - $170.3 $46,677 - $58,583	-344 Reduced 1.35%	25,161 $4.28 Million
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $355,876 - $392,630	2,485 Added 10.79%	25,505 $3.7 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $11,472 - $13,089	90 Added 0.39%	23,020 $3.35 Million
Q1 2023 Apr 10, 2023	BUY	$124.91 - $143.8 $35,599 - $40,983	285 Added 1.26%	22,930 $2.99 Million
Q4 2022 Jan 30, 2023	SELL	$101.96 - $137.84 $84,117 - $113,718	-825 Reduced 3.52%	22,645 $3.04 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $7,255 - $42,203	-350 Reduced 1.47%	23,470 $2.45 Million
Q2 2022 Jul 25, 2022	SELL	$112.61 - $135.91 $9,008 - $10,872	-80 Reduced 0.33%	23,820 $2.68 Million
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $19,886 - $26,108	-155 Reduced 0.64%	23,900 $3.26 Million
Q4 2021 Jan 28, 2022	SELL	$153.94 - $171.78 $41,563 - $46,380	-270 Reduced 1.11%	24,055 $3.81 Million
Q3 2021 Nov 01, 2021	BUY	$146.97 - $166.98 $174,894 - $198,706	1,190 Added 5.14%	24,325 $3.98 Million
Q2 2021 Jul 19, 2021	BUY	$147.37 - $166.44 $23,579 - $26,630	160 Added 0.7%	23,135 $3.6 Million
Q1 2021 May 07, 2021	BUY	$125.65 - $157.65 $151,408 - $189,968	1,205 Added 5.54%	22,975 $3.5 Million
Q4 2020 Feb 08, 2021	BUY	$96.54 - $127.07 $2.1 Million - $2.77 Million	21,770 New	21,770 $2.77 Million

Others Institutions Holding JPM

# of Institutions

4,615

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 $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 ...

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Wd Rutherford LLC Jpmorgan Chase & CO Transaction History