Wimmer Associates 1, LLC Jpmorgan Chase & CO Transaction History

Wimmer Associates 1, LLC

$190 Million
Q1 2024

A detailed history of Wimmer Associates 1, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wimmer Associates 1, LLC holds 4,155 shares of JPM stock, worth $852,481. This represents 0.44% of its overall portfolio holdings.

Number of Shares

4,155

Previous 4,165 0.24%

Holding current value

$852,481

Previous $708,000 17.51%

% of portfolio

0.44%

Previous 0.4%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $1,670 - $2,003	-10 Reduced 0.24%	4,155 $832,000
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $7,462 - $9,366	-55 Reduced 1.3%	4,165 $708,000
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $7,876 - $8,690	55 Added 1.32%	4,220 $611,000
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $5,098 - $5,817	-40 Reduced 0.95%	4,165 $605,000
Q1 2023 May 16, 2023	SELL	$124.91 - $143.8 $1,748 - $2,013	-14 Reduced 0.33%	4,205 $547,000

Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $2,549 - $3,446	25 Added 0.6%	4,219 $565,000
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $2,591 - $15,072	-125 Reduced 2.89%	4,194 $528,000
Q2 2022 Aug 12, 2022	SELL	$112.61 - $135.91 $21,395 - $25,822	-190 Reduced 4.21%	4,319 $486,000
Q1 2022 May 13, 2022	SELL	$128.3 - $168.44 $16,422 - $21,560	-128 Reduced 2.76%	4,509 $615,000
Q4 2021 Feb 16, 2022	BUY	$153.94 - $171.78 $9,698 - $10,822	63 Added 1.38%	4,637 $734,000
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $5,878 - $6,679	-40 Reduced 0.87%	4,574 $749,000
Q2 2021 Aug 12, 2021	SELL	$147.37 - $166.44 $11,052 - $12,483	-75 Reduced 1.6%	4,614 $718,000
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $17,591 - $22,071	-140 Reduced 2.9%	4,689 $714,000
Q3 2020 Dec 03, 2020	BUY	$91.28 - $103.82 $107,254 - $121,988	1,175 Added 32.16%	4,829 $465,000
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $90,332 - $121,958	-1,075 Reduced 22.73%	3,654 $368,000
Q1 2020 May 15, 2020	BUY	$79.03 - $141.09 $62,828 - $112,166	795 Added 20.21%	4,729 $426,000
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $6,288 - $7,213	60 Added 1.55%	3,934 $463,000
Q2 2019 Aug 14, 2019	SELL	$104.64 - $116.12 $26,160 - $29,030	-250 Reduced 6.06%	3,874 $433,000
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $4,855 - $5,359	-50 Reduced 1.2%	4,124 $418,000
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $10,596 - $13,261	115 Added 2.83%	4,174 $407,000
Q4 2017 Feb 14, 2018	SELL	$95.86 - $107.83 $38,344 - $43,132	-400 Reduced 8.97%	4,059 $434,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,459	4,459 $408,000

Others Institutions Holding JPM

# of Institutions

4,426

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 $602B
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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Wimmer Associates 1, LLC Jpmorgan Chase & CO Transaction History