Wells Trecaso Financial Group, LLC Jpmorgan Chase & CO Transaction History

Wells Trecaso Financial Group, LLC

  • $306 Million
  • Q4 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 63,973 shares of JPM stock, worth $17.7 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares
63,973
Previous 64,619 1.0%
Holding current value
$17.7 Million
Previous $13.6 Million 12.58%
% of portfolio
5.01%
Previous 4.48%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$205.18 - $250.29 $132,546 - $161,687
-646 Reduced 1.0%
63,973 $15.3 Million
Q3 2024

Oct 24, 2024
SELL
$194.9 - $224.8 $56,131 - $64,742
-288 Reduced 0.44%
64,619 $13.6 Million
Q2 2024

Aug 13, 2024
SELL
$180.08 - $204.79 $68,070 - $77,410
-378 Reduced 0.58%
64,907 $13.1 Million
Q1 2024

Apr 24, 2024
BUY
$167.09 - $200.3 $123,813 - $148,422
741 Added 1.15%
65,285 $13.1 Million
Q4 2023

Jan 19, 2024
BUY
$135.69 - $170.3 $22,253 - $27,929
164 Added 0.25%
64,544 $11 Million
Q3 2023

Oct 23, 2023
BUY
$143.21 - $158.0 $4,153 - $4,582
29 Added 0.05%
64,380 $9.34 Million
Q2 2023

Jul 20, 2023
BUY
$127.47 - $145.44 $37,858 - $43,195
297 Added 0.46%
64,351 $9.36 Million
Q1 2023

Apr 20, 2023
BUY
$124.91 - $143.8 $103,300 - $118,922
827 Added 1.31%
64,054 $8.35 Million
Q4 2022

Jan 27, 2023
BUY
$101.96 - $137.84 $32,831 - $44,384
322 Added 0.51%
63,227 $0
Q3 2022

Oct 24, 2022
BUY
$20.73 - $120.58 $14,054 - $81,753
678 Added 1.09%
62,905 $6.57 Million
Q2 2022

Jul 27, 2022
BUY
$112.61 - $135.91 $35,584 - $42,947
316 Added 0.51%
62,227 $7.01 Million
Q1 2022

Apr 14, 2022
BUY
$128.3 - $168.44 $191,038 - $250,807
1,489 Added 2.46%
61,911 $8.44 Million
Q4 2021

Jan 31, 2022
SELL
$153.94 - $171.78 $48,029 - $53,595
-312 Reduced 0.51%
60,422 $9.57 Million
Q3 2021

Nov 09, 2021
BUY
$146.97 - $166.98 $41,004 - $46,587
279 Added 0.46%
60,734 $9.94 Million
Q2 2021

Jul 29, 2021
SELL
$147.37 - $166.44 $11,936 - $13,481
-81 Reduced 0.13%
60,455 $9.4 Million
Q1 2021

Apr 19, 2021
SELL
$125.65 - $157.65 $28,522 - $35,786
-227 Reduced 0.37%
60,536 $9.22 Million
Q4 2020

Feb 04, 2021
SELL
$96.54 - $127.07 $209,974 - $276,377
-2,175 Reduced 3.46%
60,763 $7.72 Million
Q3 2020

Oct 26, 2020
BUY
$91.28 - $103.82 $39,980 - $45,473
438 Added 0.7%
62,938 $6.06 Million
Q2 2020

Jul 21, 2020
BUY
$84.03 - $113.45 $186,630 - $251,972
2,221 Added 3.68%
62,500 $5.88 Million
Q1 2020

Apr 17, 2020
BUY
$79.03 - $141.09 $63,619 - $113,577
805 Added 1.35%
60,279 $5.43 Million
Q4 2019

Jan 31, 2020
SELL
$111.82 - $139.4 $69,440 - $86,567
-621 Reduced 1.03%
59,474 $8.29 Million
Q3 2019

Oct 16, 2019
BUY
$104.8 - $120.23 $32,802 - $37,631
313 Added 0.52%
60,095 $7.07 Million
Q2 2019

Jul 22, 2019
SELL
$104.64 - $116.12 $28,985 - $32,165
-277 Reduced 0.46%
59,782 $6.68 Million
Q1 2019

Apr 18, 2019
BUY
$97.11 - $107.19 $14,178 - $15,649
146 Added 0.24%
60,059 $6.08 Million
Q4 2018

Jan 28, 2019
BUY
$92.14 - $115.32 $52,611 - $65,847
571 Added 0.96%
59,913 $5.85 Million
Q3 2018

Oct 22, 2018
SELL
$103.61 - $118.63 $56,156 - $64,297
-542 Reduced 0.91%
59,342 $6.7 Million
Q2 2018

Jul 25, 2018
BUY
$103.24 - $114.29 $46,664 - $51,659
452 Added 0.76%
59,884 $6.24 Million
Q1 2018

Apr 23, 2018
BUY
$107.01 - $118.77 $262,709 - $291,580
2,455 Added 4.31%
59,432 $6.54 Million
Q4 2017

Apr 23, 2018
BUY
$95.86 - $107.83 $5.46 Million - $6.14 Million
56,977
56,977 $6.09 Million

Others Institutions Holding JPM

# of Institutions
5,015
Shares Held
2.01B
Call Options Held
29.3M
Put Options Held
34.1M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $811B
  • 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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