Wealth Shield Partners, LLC Jpmorgan Chase & CO Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 32,124 shares of JPM stock, worth $8.02 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

32,124

Previous 30,215 6.32%

Holding current value

$8.02 Million

Previous $6.11 Million 10.8%

% of portfolio

0.94%

Previous 0.96%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $372,064 - $429,143	1,909 Added 6.32%	32,124 $6.77 Million
Q2 2024 Jul 26, 2024	BUY	$180.08 - $204.79 $150,006 - $170,590	833 Added 2.84%	30,215 $6.11 Million
Q1 2024 Apr 29, 2024	SELL	$167.09 - $200.3 $737,201 - $883,723	-4,412 Reduced 13.06%	29,382 $5.89 Million
Q4 2023 Jan 23, 2024	BUY	$135.69 - $170.3 $51,426 - $64,543	379 Added 1.13%	33,794 $5.75 Million
Q3 2023 Oct 25, 2023	BUY	$143.21 - $158.0 $406,286 - $448,246	2,837 Added 9.28%	33,415 $4.85 Million
Q2 2023 Aug 03, 2023	BUY	$127.47 - $145.44 $160,612 - $183,254	1,260 Added 4.3%	30,578 $4.45 Million
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $153,389 - $176,586	-1,228 Reduced 4.02%	29,318 $3.82 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $246,437 - $333,159	2,417 Added 8.59%	30,546 $4.1 Million
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $64,926 - $377,656	3,132 Added 12.53%	28,129 $2.94 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $57,656 - $69,585	512 Added 2.09%	24,997 $2.82 Million
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $511,660 - $671,738	3,988 Added 19.46%	24,485 $3.34 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $1.05 Million - $1.18 Million	6,848 Added 50.17%	20,497 $3.25 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $137,857 - $156,627	938 Added 7.38%	13,649 $2.24 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $304,466 - $343,865	2,066 Added 19.41%	12,711 $1.98 Million
Q1 2021 May 17, 2021	SELL	$125.65 - $157.65 $1.08 Million - $1.36 Million	-8,609 Reduced 44.71%	10,645 $1.62 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $112,662 - $148,290	1,167 Added 6.45%	19,254 $2.45 Million
Q3 2020 Oct 30, 2020	BUY	$91.28 - $103.82 $367,858 - $418,394	4,030 Added 28.67%	18,087 $1.74 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $894,751 - $1.21 Million	10,648 Added 312.35%	14,057 $1.32 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $116,648 - $208,248	1,476 Added 76.36%	3,409 $307,000
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $216,148 - $269,460	1,933 New	1,933 $269,000
Q3 2018 Nov 05, 2018	SELL	$103.61 - $118.63 $7.6 Million - $8.7 Million	-73,313 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$103.24 - $114.29 $7.57 Million - $8.38 Million	73,313 New	73,313 $261,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Jpmorgan Chase & CO Transaction History