A detailed history of Whelan Financial transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Whelan Financial holds 3,269 shares of JPM stock, worth $776,714. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,269
Previous 3,199 2.19%
Holding current value
$776,714
Previous $647,000 6.49%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Oct 28, 2024

BUY
$194.9 - $224.8 $13,643 - $15,736
70 Added 2.19%
3,269 $689,000
Q2 2024

Jul 29, 2024

BUY
$180.08 - $204.79 $17,467 - $19,864
97 Added 3.13%
3,199 $647,000
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $68,506 - $82,123
410 Added 15.23%
3,102 $621,000
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $9,498 - $11,921
-70 Reduced 2.53%
2,692 $457,000
Q3 2023

Oct 20, 2023

BUY
$143.21 - $158.0 $37,950 - $41,870
265 Added 10.61%
2,762 $400,000
Q2 2023

Jul 18, 2023

BUY
$127.47 - $145.44 $13,256 - $15,125
104 Added 4.35%
2,497 $363,000
Q1 2023

May 22, 2023

BUY
$124.91 - $143.8 $499 - $575
4 Added 0.17%
2,393 $311,000
Q4 2022

Jan 17, 2023

BUY
$101.96 - $137.84 $407 - $551
4 Added 0.17%
2,389 $0
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $49,441 - $287,583
2,385 New
2,385 $249,000

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 $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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