Wealth Dimensions Group, Ltd. Jpmorgan Chase & CO Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 5,397 shares of JPM stock, worth $1.31 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,397

Previous 5,221 3.37%

Holding current value

$1.31 Million

Previous $1.06 Million 7.77%

% of portfolio

0.29%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $34,302 - $39,564	176 Added 3.37%	5,397 $1.14 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $51,682 - $58,774	-287 Reduced 5.21%	5,221 $1.06 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $39,266 - $47,070	-235 Reduced 4.09%	5,508 $1.1 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $52,104 - $65,395	-384 Reduced 6.27%	5,743 $976,000
Q3 2023 Nov 14, 2023	SELL	$143.21 - $158.0 $34,513 - $38,078	-241 Reduced 3.78%	6,127 $888,000
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $86,424 - $98,608	678 Added 11.92%	6,368 $926,000
Q1 2023 May 09, 2023	SELL	$124.91 - $143.8 $87,686 - $100,947	-702 Reduced 10.98%	5,690 $741,000
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $21,717 - $29,359	213 Added 3.45%	6,392 $857,000
Q3 2022 Nov 10, 2022	SELL	$20.73 - $120.58 $3,586 - $20,860	-173 Reduced 2.72%	6,179 $646,000
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $6,643 - $8,018	59 Added 0.94%	6,352 $715,000
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $33,101 - $43,457	-258 Reduced 3.94%	6,293 $858,000
Q4 2021 Feb 04, 2022	BUY	$153.94 - $171.78 $108,373 - $120,933	704 Added 12.04%	6,551 $1.04 Million
Q3 2021 Nov 03, 2021	BUY	$146.97 - $166.98 $147,116 - $167,146	1,001 Added 20.66%	5,847 $957,000
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $39,347 - $44,439	-267 Reduced 5.22%	4,846 $754,000
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $44,605 - $55,965	355 Added 7.46%	5,113 $778,000
Q4 2020 Feb 17, 2021	BUY	$96.54 - $127.07 $459,337 - $604,599	4,758 New	4,758 $605,000

Others Institutions Holding JPM

# of Institutions

4,612

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 $713B
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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Wealth Dimensions Group, Ltd. Jpmorgan Chase & CO Transaction History