Wimmer Associates 1, LLC Jpmorgan Chase & CO Transaction History

Wimmer Associates 1, LLC

$201 Million
Q3 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 4,074 shares of JPM stock, worth $1.02 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,074

Previous 4,074 -0.0%

Holding current value

$1.02 Million

Previous $824,000 4.13%

% of portfolio

0.43%

Previous 0.42%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$180.08 - $204.79 $14,586 - $16,587	-81 Reduced 1.95%	4,074 $824,000
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

4,615

Shares Held

1.96B

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 $733B
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 Wimmer Associates 1, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wimmer Associates 1, LLC with notifications on news.

Account

Wimmer Associates 1, LLC Jpmorgan Chase & CO Transaction History