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

Wittenberg Investment Management, Inc.

$250 Million
Q1 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 $9.39 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

46,412

Previous 46,440 0.06%

Holding current value

$9.39 Million

Previous $7.9 Million 17.69%

% of portfolio

3.72%

Previous 3.22%

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

4,418

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 $593B
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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Wittenberg Investment Management, Inc. Jpmorgan Chase & CO Transaction History