A detailed history of Wealth Management Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Management Partners, LLC holds 11,102 shares of JPM stock, worth $2.34 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
11,102
Previous 11,198 0.86%
Holding current value
$2.34 Million
Previous $2.24 Million 0.13%
% of portfolio
1.11%
Previous 1.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $17,287 - $19,659
-96 Reduced 0.86%
11,102 $2.25 Million
Q1 2024

Apr 12, 2024

SELL
$167.09 - $200.3 $47,119 - $56,484
-282 Reduced 2.46%
11,198 $2.24 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $43,556 - $54,666
-321 Reduced 2.72%
11,480 $1.95 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $142,064 - $156,736
992 Added 9.18%
11,801 $1.71 Million
Q2 2023

Jul 24, 2023

BUY
$127.47 - $145.44 $46,526 - $53,085
365 Added 3.49%
10,809 $1.57 Million
Q1 2023

Apr 14, 2023

BUY
$124.91 - $143.8 $55,460 - $63,847
444 Added 4.44%
10,444 $1.36 Million
Q3 2022

Oct 21, 2022

BUY
$20.73 - $120.58 $20,730 - $120,580
1,000 Added 11.11%
10,000 $1.08 Million
Q1 2022

Apr 13, 2022

BUY
$128.3 - $168.44 $256,600 - $336,880
2,000 Added 28.57%
9,000 $1.21 Million
Q4 2021

Jan 19, 2022

SELL
$153.94 - $171.78 $13,392 - $14,944
-87 Reduced 1.23%
7,000 $1.16 Million
Q3 2021

Oct 29, 2021

SELL
$146.97 - $166.98 $4,262 - $4,842
-29 Reduced 0.41%
7,087 $1.16 Million
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $19,010 - $21,470
129 Added 1.85%
7,116 $1.11 Million
Q1 2021

Apr 15, 2021

SELL
$125.65 - $157.65 $63,201 - $79,297
-503 Reduced 6.72%
6,987 $1.08 Million
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $723,084 - $951,754
7,490 New
7,490 $986,000

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 $618B
  • 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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