Wealth Quarterback LLC Jpmorgan Chase & CO Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

A detailed history of Wealth Quarterback LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Quarterback LLC holds 1,661 shares of JPM stock, worth $415,200. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,661

Previous 1,656 0.3%

Holding current value

$415,200

Previous $334,000 4.79%

% of portfolio

0.18%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$194.9 - $224.8 $974 - $1,124	5 Added 0.3%	1,661 $350,000
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $14,766 - $16,792	-82 Reduced 4.72%	1,656 $334,000
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $227,743 - $273,008	-1,363 Reduced 43.95%	1,738 $348,000
Q4 2023 Feb 13, 2024	BUY	$135.69 - $170.3 $136,911 - $171,832	1,009 Added 48.23%	3,101 $527,000
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $5,441 - $6,004	38 Added 1.85%	2,092 $303,000
Q2 2023 Aug 10, 2023	SELL	$127.47 - $145.44 $14,659 - $16,725	-115 Reduced 5.3%	2,054 $298,000
Q1 2023 May 12, 2023	SELL	$124.91 - $143.8 $11,866 - $13,661	-95 Reduced 4.2%	2,169 $282,000
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $7,952 - $10,751	-78 Reduced 3.33%	2,264 $303,000
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $1,430 - $8,320	69 Added 3.04%	2,342 $245,000
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $1.56 Million - $1.88 Million	-13,858 Reduced 85.91%	2,273 $256,000
Q3 2021 Nov 17, 2021	BUY	$146.97 - $166.98 $2.05 Million - $2.33 Million	13,978 Added 649.23%	16,131 $337,000
Q2 2021 Aug 11, 2021	SELL	$147.37 - $166.44 $31,979 - $36,117	-217 Reduced 9.16%	2,153 $335,000
Q4 2020 Feb 17, 2021	SELL	$96.54 - $127.07 $209,684 - $275,996	-2,172 Reduced 47.82%	2,370 $301,000
Q2 2020 Aug 17, 2020	SELL	$84.03 - $113.45 $38,065 - $51,392	-453 Reduced 9.07%	4,542 $427,000
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $2.75 Million - $4.91 Million	-34,816 Reduced 87.45%	4,995 $449,000
Q4 2019 Feb 27, 2020	BUY	$111.82 - $139.4 $4.45 Million - $5.55 Million	39,811 New	39,811 $5.55 Million
Q4 2019 Feb 18, 2020	SELL	$111.82 - $139.4 $237,952 - $296,643	-2,128 Closed	0 $0
Q1 1987 May 17, 2022	BUY	N/A	2,128	2,128 $0

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 ...

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Wealth Quarterback LLC Jpmorgan Chase & CO Transaction History