Western Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Western Wealth Management, LLC holds 51,927 shares of JPM stock, worth $12.3 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

51,927

Previous 33,088 56.94%

Holding current value

$12.3 Million

Previous $6.69 Million 63.55%

% of portfolio

0.63%

Previous 0.5%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $3.67 Million - $4.24 Million	18,839 Added 56.94%	51,927 $10.9 Million
Q2 2024 Jul 19, 2024	BUY	$180.08 - $204.79 $266,518 - $303,089	1,480 Added 4.68%	33,088 $6.69 Million
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $3.23 Million - $3.87 Million	-19,323 Reduced 37.94%	31,608 $6.33 Million
Q4 2023 Jan 31, 2024	BUY	$135.69 - $170.3 $99,867 - $125,340	736 Added 1.47%	50,931 $8.66 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $476,316 - $525,508	3,326 Added 7.1%	50,195 $7.28 Million
Q2 2023 Aug 30, 2023	BUY	$127.47 - $145.44 $218,865 - $249,720	1,717 Added 3.8%	46,869 $6.82 Million
Q1 2023 Aug 30, 2023	BUY	$124.91 - $143.8 $216,593 - $249,349	1,734 Added 3.99%	45,152 $5.88 Million
Q4 2022 Feb 02, 2023	SELL	$101.96 - $137.84 $2.34 Million - $3.17 Million	-22,984 Reduced 34.61%	43,418 $5.82 Million
Q3 2022 Nov 04, 2022	BUY	$20.73 - $120.58 $178,899 - $1.04 Million	8,630 Added 14.94%	66,402 $7.31 Million
Q2 2022 Jul 18, 2022	SELL	$112.61 - $135.91 $1.26 Million - $1.52 Million	-11,198 Reduced 16.24%	57,772 $6.54 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $4.85 Million - $6.37 Million	37,812 Added 121.36%	68,970 $9.4 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $482,140 - $538,014	-3,132 Reduced 9.13%	31,158 $4.94 Million
Q2 2021 Aug 09, 2021	BUY	$147.37 - $166.44 $1.46 Million - $1.65 Million	9,886 Added 40.51%	34,290 $5.34 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $185,962 - $233,322	1,480 Added 6.46%	24,404 $3.72 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $177,343 - $233,427	-1,837 Reduced 7.42%	22,924 $2.91 Million
Q3 2020 Oct 27, 2020	BUY	$91.28 - $103.82 $52,577 - $59,800	576 Added 2.38%	24,761 $2.39 Million
Q2 2020 Jul 20, 2020	BUY	$84.03 - $113.45 $75,542 - $101,991	899 Added 3.86%	24,185 $2.28 Million
Q1 2020 Apr 27, 2020	BUY	$79.03 - $141.09 $182,480 - $325,776	2,309 Added 11.01%	23,286 $2.1 Million
Q4 2019 Feb 10, 2020	SELL	$111.82 - $139.4 $175,110 - $218,300	-1,566 Reduced 6.95%	20,977 $2.92 Million
Q3 2019 Nov 08, 2019	SELL	$104.8 - $120.23 $90,547 - $103,878	-864 Reduced 3.69%	22,543 $2.66 Million
Q2 2019 Aug 06, 2019	SELL	$104.64 - $116.12 $92,711 - $102,882	-886 Reduced 3.65%	23,407 $2.62 Million
Q1 2019 May 10, 2019	BUY	$97.11 - $107.19 $152,365 - $168,181	1,569 Added 6.9%	24,293 $2.46 Million
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $2.09 Million - $2.62 Million	22,724 New	22,724 $2.23 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $697B
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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC Jpmorgan Chase & CO Transaction History