Wealth Effects LLC Jpmorgan Chase & CO Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

A detailed history of Wealth Effects LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Effects LLC holds 30,750 shares of JPM stock, worth $7.69 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

30,750

Previous 30,788 0.12%

Holding current value

$7.69 Million

Previous $6.23 Million 4.08%

% of portfolio

2.55%

Previous 2.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$194.9 - $224.8 $7,406 - $8,542	-38 Reduced 0.12%	30,750 $6.48 Million
Q2 2024 Aug 02, 2024	BUY	$180.08 - $204.79 $56,004 - $63,689	311 Added 1.02%	30,788 $6.23 Million
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $312,959 - $375,161	-1,873 Reduced 5.79%	30,477 $6.1 Million
Q4 2023 Jan 29, 2024	BUY	$135.69 - $170.3 $336,239 - $422,003	2,478 Added 8.3%	32,350 $5.5 Million
Q3 2023 Oct 16, 2023	SELL	$143.21 - $158.0 $42,533 - $46,926	-297 Reduced 0.98%	29,872 $4.33 Million
Q2 2023 Jul 18, 2023	SELL	$127.47 - $145.44 $76,354 - $87,118	-599 Reduced 1.95%	30,169 $4.39 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $142,522 - $164,075	-1,141 Reduced 3.58%	30,768 $4.01 Million
Q4 2022 Feb 02, 2023	SELL	$101.96 - $137.84 $42,109 - $56,927	-413 Reduced 1.28%	31,909 $4.28 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $3,710 - $21,583	179 Added 0.56%	32,322 $3.38 Million
Q2 2022 Aug 03, 2022	BUY	$112.61 - $135.91 $44,593 - $53,820	396 Added 1.25%	32,143 $3.62 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $124,066 - $162,881	967 Added 3.14%	31,747 $4.33 Million
Q4 2021 Feb 09, 2022	BUY	$153.94 - $171.78 $4.74 Million - $5.29 Million	30,780 New	30,780 $4.87 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 ...

More about JPM

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Wealth Effects LLC Jpmorgan Chase & CO Transaction History