Wealth Management Partners, LLC Jpmorgan Chase & CO Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 2024

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 11,253 shares of JPM stock, worth $2.81 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

11,253

Previous 11,102 1.36%

Holding current value

$2.81 Million

Previous $2.25 Million 5.61%

% of portfolio

1.11%

Previous 1.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$194.9 - $224.8 $29,429 - $33,944	151 Added 1.36%	11,253 $2.37 Million
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

# 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 Management Partners, LLC Jpmorgan Chase & CO Transaction History