Wittenberg Investment Management, Inc. Jpmorgan Chase & CO Transaction History

Wittenberg Investment Management, Inc.

$254 Million
Q2 2024

A detailed history of Wittenberg Investment Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 46,412 shares of JPM stock, worth $11 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares

46,412

Previous 46,412 -0.0%

Holding current value

$11 Million

Previous $9.3 Million 0.98%

% of portfolio

3.7%

Previous 3.72%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$167.09 - $200.3 $4,678 - $5,608	-28 Reduced 0.06%	46,412 $9.3 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $25,061 - $27,650	-175 Reduced 0.38%	46,440 $6.74 Million
Q2 2023 Feb 09, 2024	SELL	$127.47 - $145.44 $171,064 - $195,180	-1,342 Reduced 2.8%	46,615 $6.78 Million
Q2 2023 Aug 11, 2023	SELL	$127.47 - $145.44 $171,064 - $195,180	-1,342 Reduced 2.8%	46,615 $6.78 Million
Q4 2022 Feb 09, 2024	BUY	$101.96 - $137.84 $154,673 - $209,103	1,517 Added 3.27%	47,957 $6.43 Million
Q4 2022 Feb 06, 2023	SELL	$101.96 - $137.84 $22,941 - $31,014	-225 Reduced 0.47%	47,957 $6.43 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $2,280 - $13,263	-110 Reduced 0.23%	48,182 $5.04 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $16,891 - $20,386	-150 Reduced 0.31%	48,292 $5.44 Million
Q4 2021 Feb 14, 2022	SELL	$153.94 - $171.78 $107,758 - $120,246	-700 Reduced 1.42%	48,442 $7.67 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $48,042 - $54,259	326 Added 0.67%	49,142 $7.64 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $502,600 - $630,600	-4,000 Reduced 7.57%	48,816 $7.43 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $13,612 - $17,916	-141 Reduced 0.27%	52,816 $6.71 Million
Q1 2020 May 14, 2020	SELL	$79.03 - $141.09 $26,396 - $47,124	-334 Reduced 0.63%	52,957 $4.77 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $190,094 - $236,980	-1,700 Reduced 3.09%	53,291 $7.43 Million
Q2 2019 Jul 24, 2019	SELL	$104.64 - $116.12 $193,584 - $214,822	-1,850 Reduced 3.25%	54,991 $6.15 Million
Q1 2019 May 14, 2019	SELL	$97.11 - $107.19 $14,566 - $16,078	-150 Reduced 0.26%	56,841 $5.75 Million
Q4 2018 Feb 12, 2019	BUY	$92.14 - $115.32 $793,878 - $993,597	8,616 Added 17.81%	56,991 $5.56 Million
Q3 2018 Nov 13, 2018	SELL	$103.61 - $118.63 $72,527 - $83,041	-700 Reduced 1.43%	48,375 $5.46 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $185,127 - $205,472	-1,730 Reduced 3.41%	49,075 $5.4 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $33,551 - $37,740	-350 Reduced 0.68%	50,805 $5.43 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $4.52 Million - $4.89 Million	51,155	51,155 $4.89 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wittenberg Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wittenberg Investment Management, Inc. with notifications on news.

Account

Wittenberg Investment Management, Inc. Jpmorgan Chase & CO Transaction History