A detailed history of Wharton Business Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wharton Business Group, LLC holds 218,755 shares of JPM stock, worth $52 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
218,755
Previous 196,624 11.26%
Holding current value
$52 Million
Previous $39.8 Million 15.99%
% of portfolio
2.07%
Previous 2.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $4.31 Million - $4.98 Million
22,131 Added 11.26%
218,755 $46.1 Million
Q2 2024

Aug 12, 2024

SELL
$180.08 - $204.79 $63,928 - $72,700
-355 Reduced 0.18%
196,624 $39.8 Million
Q1 2024

May 13, 2024

SELL
$167.09 - $200.3 $359,076 - $430,444
-2,149 Reduced 1.08%
196,979 $39.5 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $34,736 - $43,596
256 Added 0.13%
199,128 $33.9 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $2.2 Million - $2.42 Million
15,347 Added 8.36%
198,872 $28.8 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $52,262 - $59,630
410 Added 0.22%
183,525 $26.7 Million
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $6,245 - $7,190
50 Added 0.03%
183,115 $23.9 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $68,823 - $93,042
675 Added 0.37%
183,065 $24.5 Million
Q3 2022

Oct 31, 2022

BUY
$20.73 - $120.58 $32,048 - $186,416
1,546 Added 0.85%
182,390 $19.1 Million
Q2 2022

Aug 09, 2022

BUY
$112.61 - $135.91 $876,218 - $1.06 Million
7,781 Added 4.5%
180,844 $20.4 Million
Q1 2022

May 18, 2022

BUY
$128.3 - $168.44 $149,726 - $196,569
1,167 Added 0.68%
173,063 $23.6 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $682,723 - $761,844
4,435 Added 2.65%
171,896 $27.2 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $1.42 Million - $1.61 Million
9,640 Added 6.11%
167,461 $27.4 Million
Q2 2021

Aug 11, 2021

BUY
$147.37 - $166.44 $594,490 - $671,418
4,034 Added 2.62%
157,821 $24.5 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $229,688 - $288,184
1,828 Added 1.2%
153,787 $23.4 Million
Q4 2020

Feb 11, 2021

BUY
$96.54 - $127.07 $156,877 - $206,488
1,625 Added 1.08%
151,959 $19.3 Million
Q3 2020

Nov 06, 2020

BUY
$91.28 - $103.82 $2.32 Million - $2.64 Million
25,452 Added 20.38%
150,334 $14.5 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $1.03 Million - $1.4 Million
12,300 Added 10.93%
124,882 $11.7 Million
Q1 2020

Apr 27, 2020

BUY
$79.03 - $141.09 $1.87 Million - $3.34 Million
23,662 Added 26.61%
112,582 $10.1 Million
Q4 2019

Feb 04, 2020

BUY
$111.82 - $139.4 $225,317 - $280,891
2,015 Added 2.32%
88,920 $12.4 Million
Q3 2019

Oct 30, 2019

SELL
$104.8 - $120.23 $4,820 - $5,530
-46 Reduced 0.05%
86,905 $10.2 Million
Q2 2019

Aug 08, 2019

BUY
$104.64 - $116.12 $24,590 - $27,288
235 Added 0.27%
86,951 $9.72 Million
Q1 2019

May 01, 2019

BUY
$97.11 - $107.19 $20,393 - $22,509
210 Added 0.24%
86,716 $8.78 Million
Q4 2018

Feb 08, 2019

BUY
$92.14 - $115.32 $1.81 Million - $2.27 Million
19,670 Added 29.43%
86,506 $8.45 Million
Q3 2018

Nov 06, 2018

SELL
$103.61 - $118.63 $4,248 - $4,863
-41 Reduced 0.06%
66,836 $7.54 Million
Q2 2018

Aug 09, 2018

BUY
$103.24 - $114.29 $14,763 - $16,343
143 Added 0.21%
66,877 $6.97 Million
Q1 2018

May 03, 2018

SELL
$107.01 - $118.77 $33,494 - $37,175
-313 Reduced 0.47%
66,734 $7.34 Million
Q3 2017

Nov 02, 2017

BUY
$88.42 - $95.51 $5.93 Million - $6.4 Million
67,047
67,047 $6.4 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 $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
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