Wealth Shield Partners, LLC Jpmorgan Chase & CO Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 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 30,215 shares of JPM stock, worth $6.36 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

30,215

Previous 29,382 2.84%

Holding current value

$6.36 Million

Previous $5.89 Million 3.84%

% of portfolio

0.96%

Previous 0.98%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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 Shield Partners, LLC Jpmorgan Chase & CO Transaction History