Western Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 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 31,608 shares of JPM stock, worth $6.6 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

31,608

Previous 50,931 37.94%

Holding current value

$6.6 Million

Previous $8.66 Million 26.92%

% of portfolio

0.5%

Previous 0.63%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,422

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $612B
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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Western Wealth Management, LLC Jpmorgan Chase & CO Transaction History