A detailed history of Wealth Management Associates, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 8,165 shares of JPM stock, worth $2.16 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
8,165
Previous 8,185 0.24%
Holding current value
$2.16 Million
Previous $1.96 Billion 2.07%
% of portfolio
0.86%
Previous 0.84%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025

SELL
$225.19 - $279.95 $4,503 - $5,599
-20 Reduced 0.24%
8,165 $2 Billion
Q4 2024

May 28, 2025

SELL
$205.18 - $250.29 $8,822 - $10,762
-43 Reduced 0.52%
8,185 $1.96 Billion
Q3 2024

May 28, 2025

SELL
$194.9 - $224.8 $34,887 - $40,239
-179 Reduced 2.13%
8,228 $1.74 Billion
Q1 2024

May 28, 2025

SELL
$167.09 - $200.3 $36,592 - $43,865
-219 Reduced 2.54%
8,407 $1.7 Billion
Q4 2023

May 28, 2025

SELL
$135.69 - $170.3 $94,033 - $118,017
-693 Reduced 7.44%
8,626 $1.47 Billion
Q3 2023

May 28, 2025

BUY
$143.21 - $158.0 $71,318 - $78,684
498 Added 5.65%
9,319 $1.35 Billion
Q2 2023

May 28, 2025

SELL
$127.47 - $145.44 $40,280 - $45,959
-316 Reduced 3.46%
8,821 $1.28 Billion
Q1 2023

May 28, 2025

BUY
$124.91 - $143.8 $7,244 - $8,340
58 Added 0.64%
9,137 $1.19 Billion
Q4 2022

May 28, 2025

BUY
$101.96 - $137.84 $107,771 - $145,696
1,057 Added 13.18%
9,079 $1.22 Billion
Q3 2022

May 28, 2025

SELL
$20.73 - $120.58 $1,409 - $8,199
-68 Reduced 0.84%
8,022 $838 Million
Q2 2022

May 28, 2025

SELL
$112.61 - $135.91 $55,516 - $67,003
-493 Reduced 5.74%
8,090 $911 Million
Q1 2022

May 28, 2025

BUY
$128.3 - $168.44 $33,742 - $44,299
263 Added 3.16%
8,583 $1.17 Billion
Q4 2021

May 28, 2025

SELL
$153.94 - $171.78 $18,318 - $20,441
-119 Reduced 1.41%
8,320 $1.32 Billion
Q3 2021

May 28, 2025

BUY
$146.97 - $166.98 $6,760 - $7,681
46 Added 0.55%
8,439 $1.38 Billion
Q2 2021

May 28, 2025

BUY
$147.37 - $166.44 $192,907 - $217,869
1,309 Added 18.48%
8,393 $1.31 Billion
Q1 2021

May 28, 2025

SELL
$125.65 - $157.65 $11,936 - $14,976
-95 Reduced 1.32%
7,084 $1.08 Billion
Q4 2020

May 28, 2025

SELL
$96.54 - $127.07 $29,637 - $39,010
-307 Reduced 4.1%
7,179 $912 Million
Q3 2020

May 28, 2025

SELL
$91.28 - $103.82 $300,585 - $341,879
-3,293 Reduced 30.55%
7,486 $721 Million
Q2 2020

May 28, 2025

BUY
$84.03 - $113.45 $96,214 - $129,900
1,145 Added 11.88%
10,779 $1.01 Billion
Q1 2020

May 28, 2025

BUY
$79.03 - $141.09 $495,992 - $885,480
6,276 Added 186.9%
9,634 $867 Million
Q4 2019

May 28, 2025

BUY
$111.82 - $139.4 $68,098 - $84,894
609 Added 22.15%
3,358 $468 Million
Q3 2019

May 28, 2025

BUY
$104.8 - $120.23 $314 - $360
3 Added 0.11%
2,749 $324 Million
Q2 2019

May 28, 2025

BUY
$104.64 - $116.12 $21,346 - $23,688
204 Added 8.03%
2,746 $307 Million
Q1 2019

May 28, 2025

BUY
$97.11 - $107.19 $9,128 - $10,075
94 Added 3.84%
2,542 $257 Million
Q4 2018

May 28, 2025

BUY
$92.14 - $115.32 $225,558 - $282,303
2,448 New
2,448 $239 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $774B
  • 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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