Wintrust Investments LLC Jpmorgan Chase & CO Transaction History

Wintrust Investments LLC

$123 Million
Q3 2024

A detailed history of Wintrust Investments LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wintrust Investments LLC holds 4,950 shares of JPM stock, worth $1.23 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

4,950

Previous 48,151 89.72%

Holding current value

$1.23 Million

Previous $9.74 Million 89.29%

% of portfolio

0.85%

Previous 0.87%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$194.9 - $224.8 $8.42 Million - $9.71 Million	-43,201 Reduced 89.72%	4,950 $1.04 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $88,239 - $100,347	490 Added 1.03%	48,151 $9.74 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $44,445 - $53,279	266 Added 0.56%	47,661 $9.55 Million
Q4 2023 Feb 12, 2024	SELL	$135.69 - $170.3 $157,671 - $197,888	-1,162 Reduced 2.39%	47,395 $8.06 Million
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $124,735 - $137,618	871 Added 1.83%	48,557 $7.04 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $6.08 Million - $6.94 Million	47,686 New	47,686 $6.94 Million
Q4 2022 Feb 13, 2023	BUY	$101.96 - $137.84 $136,218 - $184,154	1,336 Added 2.79%	49,137 $6.59 Million
Q3 2022 Nov 08, 2022	BUY	$20.73 - $120.58 $456 - $2,652	22 Added 0.05%	47,801 $5 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $56,305 - $67,955	500 Added 1.06%	47,779 $5.38 Million
Q1 2022 May 11, 2022	BUY	$128.3 - $168.44 $52,089 - $68,386	406 Added 0.87%	47,279 $6.45 Million
Q4 2021 Feb 04, 2022	SELL	$153.94 - $171.78 $28,940 - $32,294	-188 Reduced 0.4%	46,873 $7.42 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $150,203 - $170,653	1,022 Added 2.22%	47,061 $7.7 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $319,203 - $360,509	2,166 Added 4.94%	46,039 $7.16 Million
Q1 2021 May 10, 2021	SELL	$125.65 - $157.65 $4.68 Million - $5.87 Million	-37,266 Reduced 45.93%	43,873 $6.68 Million
Q4 2020 Feb 08, 2021	SELL	$96.54 - $127.07 $1.42 Million - $1.87 Million	-14,728 Reduced 15.36%	81,139 $10.3 Million
Q3 2020 Nov 12, 2020	SELL	$91.28 - $103.82 $178,817 - $203,383	-1,959 Reduced 2.0%	95,867 $9.23 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $627,031 - $846,563	7,462 Added 8.26%	97,826 $9.2 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $146,363 - $261,298	1,852 Added 2.09%	90,364 $8.14 Million
Q4 2019 Feb 14, 2020	BUY	$111.82 - $139.4 $106,117 - $132,290	949 Added 1.08%	88,512 $12.3 Million
Q3 2019 Nov 07, 2019	BUY	$104.8 - $120.23 $15,405 - $17,673	147 Added 0.17%	87,563 $10.3 Million
Q2 2019 Aug 05, 2019	BUY	$104.64 - $116.12 $27,938 - $31,004	267 Added 0.31%	87,416 $0
Q1 2019 May 15, 2019	BUY	$97.11 - $107.19 $25,151 - $27,762	259 Added 0.3%	87,149 $8.82 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $364,505 - $456,205	-3,956 Reduced 4.35%	86,890 $8.48 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $4,351 - $4,982	-42 Reduced 0.05%	90,846 $10.3 Million
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $8.03 Million - $8.89 Million	77,823 Added 595.66%	90,888 $9.47 Million
Q1 2018 May 03, 2018	SELL	$107.01 - $118.77 $1.35 Million - $1.5 Million	-12,653 Reduced 49.2%	13,065 $1.44 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $13,036 - $14,664	-136 Reduced 0.53%	25,718 $2.75 Million
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $2.29 Million - $2.47 Million	25,854	25,854 $2.47 Million

Others Institutions Holding JPM

# of Institutions

4,613

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 $729B
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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Wintrust Investments LLC Jpmorgan Chase & CO Transaction History