Wealthquest Corp Jpmorgan Chase & CO Transaction History

Wealthquest Corp

$897 Million
Q3 2024

A detailed history of Wealthquest Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthquest Corp holds 8,852 shares of JPM stock, worth $2.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,852

Previous 8,870 0.2%

Holding current value

$2.1 Million

Previous $1.79 Million 3.96%

% of portfolio

0.21%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 21, 2024	SELL	$194.9 - $224.8 $3,508 - $4,046	-18 Reduced 0.2%	8,852 $1.87 Million
Q2 2024 Aug 26, 2024	SELL	$180.08 - $204.79 $29,893 - $33,995	-166 Reduced 1.84%	8,870 $1.79 Million
Q1 2024 May 09, 2024	SELL	$167.09 - $200.3 $67,504 - $80,921	-404 Reduced 4.28%	9,036 $1.81 Million
Q4 2023 Feb 15, 2024	BUY	$135.69 - $170.3 $28,223 - $35,422	208 Added 2.25%	9,440 $1.61 Million
Q3 2023 Nov 15, 2023	BUY	$143.21 - $158.0 $1,432 - $1,580	10 Added 0.11%	9,232 $1.34 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $2,676 - $3,054	21 Added 0.23%	9,222 $1.34 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $30,228 - $34,799	-242 Reduced 2.56%	9,201 $1.2 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $25,490 - $34,460	-250 Reduced 2.58%	9,443 $1.27 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $14,739 - $85,732	711 Added 7.92%	9,693 $1.01 Million
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $109,119 - $131,696	-969 Reduced 9.74%	8,982 $1.09 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $67,117 - $74,896	-436 Reduced 4.2%	9,951 $1.58 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $35,125 - $39,908	239 Added 2.36%	10,387 $1.7 Million
Q2 2021 Aug 10, 2021	SELL	$147.37 - $166.44 $146,780 - $165,774	-996 Reduced 8.94%	10,148 $1.58 Million
Q1 2021 May 13, 2021	BUY	$125.65 - $157.65 $168,999 - $212,039	1,345 Added 13.73%	11,144 $1.7 Million
Q4 2020 Feb 09, 2021	BUY	$96.54 - $127.07 $36,202 - $47,651	375 Added 3.98%	9,799 $1.25 Million
Q2 2020 Aug 11, 2020	SELL	$84.03 - $113.45 $90,416 - $122,072	-1,076 Reduced 10.25%	9,424 $886,000
Q4 2019 Feb 18, 2020	BUY	$111.82 - $139.4 $175,110 - $218,300	1,566 Added 17.53%	10,500 $1.46 Million
Q3 2019 Oct 18, 2019	SELL	$104.8 - $120.23 $95,158 - $109,168	-908 Reduced 9.23%	8,934 $1.05 Million
Q2 2019 Jul 22, 2019	BUY	$104.64 - $116.12 $22,079 - $24,501	211 Added 2.19%	9,842 $1.1 Million
Q1 2019 Apr 18, 2019	BUY	$97.11 - $107.19 $6,020 - $6,645	62 Added 0.65%	9,631 $974,000
Q4 2018 Jan 23, 2019	BUY	$92.14 - $115.32 $881,687 - $1.1 Million	9,569 New	9,569 $934,000

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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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Wealthquest Corp Jpmorgan Chase & CO Transaction History