A detailed history of Wealth Trust Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 3,775 shares of JPM stock, worth $764,928. This represents 0.58% of its overall portfolio holdings.

Number of Shares
3,775
Previous 5,950 36.55%
Holding current value
$764,928
Previous $1.01 Million 25.3%
% of portfolio
0.58%
Previous 0.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$167.09 - $200.3 $363,420 - $435,652
-2,175 Reduced 36.55%
3,775 $756,000
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $601,920 - $755,450
4,436 Added 293.0%
5,950 $1.01 Million
Q3 2023

Nov 08, 2023

BUY
$143.21 - $158.0 $1,145 - $1,264
8 Added 0.53%
1,514 $219,000
Q2 2023

Aug 04, 2023

SELL
$127.47 - $145.44 $5,481 - $6,253
-43 Reduced 2.78%
1,506 $219,000
Q1 2023

Apr 28, 2023

BUY
$124.91 - $143.8 $6,994 - $8,052
56 Added 3.75%
1,549 $201,000
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $66,987 - $90,560
-657 Reduced 30.56%
1,493 $200,000
Q3 2022

Nov 03, 2022

BUY
$20.73 - $120.58 $228 - $1,326
11 Added 0.51%
2,150 $225,000
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $1.54 Million - $1.86 Million
-13,693 Reduced 86.49%
2,139 $241,000
Q1 2022

May 27, 2022

SELL
$128.3 - $168.44 $160,888 - $211,223
-1,254 Reduced 7.34%
15,832 $2.16 Million
Q4 2021

May 27, 2022

BUY
$153.94 - $171.78 $63,731 - $71,116
414 Added 2.48%
17,086 $2.71 Million
Q3 2021

Oct 27, 2021

BUY
$146.97 - $166.98 $1.08 Million - $1.23 Million
7,354 Added 78.92%
16,672 $2.73 Million
Q2 2021

Jul 09, 2021

BUY
$147.37 - $166.44 $1.37 Million - $1.55 Million
9,318 New
9,318 $1.45 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $594B
  • 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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