A detailed history of Wedgewood Investors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wedgewood Investors Inc holds 2,543 shares of JPM stock, worth $526,985. This represents 0.62% of its overall portfolio holdings.

Number of Shares
2,543
Previous 2,491 2.09%
Holding current value
$526,985
Previous $423,000 21.51%
% of portfolio
0.62%
Previous 0.54%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $9,364 - $10,649
52 Added 2.09%
2,543 $514,000
Q3 2023

Nov 06, 2023

SELL
$143.21 - $158.0 $21,481 - $23,700
-150 Reduced 5.68%
2,491 $361,000
Q1 2023

Apr 27, 2023

SELL
$124.91 - $143.8 $12,491 - $14,380
-100 Reduced 3.65%
2,641 $344,000
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $2,204 - $2,504
15 Added 0.55%
2,741 $449,000
Q1 2021

Apr 28, 2021

BUY
$125.65 - $157.65 $13,821 - $17,341
110 Added 4.2%
2,726 $415,000
Q4 2020

Feb 04, 2021

BUY
$96.54 - $127.07 $26,548 - $34,944
275 Added 11.75%
2,616 $332,000
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $6,846 - $7,786
75 Added 3.31%
2,341 $225,000
Q3 2019

Oct 21, 2019

SELL
$104.8 - $120.23 $94,320 - $108,207
-900 Reduced 28.43%
2,266 $267,000
Q1 2019

Apr 29, 2019

BUY
$97.11 - $107.19 $2,136 - $2,358
22 Added 0.7%
3,166 $320,000
Q4 2018

Jan 29, 2019

SELL
$92.14 - $115.32 $4,607 - $5,766
-50 Reduced 1.57%
3,144 $307,000
Q2 2018

Aug 07, 2018

SELL
$103.24 - $114.29 $1,032 - $1,142
-10 Reduced 0.31%
3,194 $333,000
Q1 2018

Apr 27, 2018

SELL
$107.01 - $118.77 $6,099 - $6,769
-57 Reduced 1.75%
3,204 $352,000
Q4 2017

Jan 30, 2018

SELL
$95.86 - $107.83 $3,163 - $3,558
-33 Reduced 1.0%
3,261 $349,000
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $291,255 - $314,609
3,294
3,294 $315,000

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 $608B
  • 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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