A detailed history of Wny Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wny Asset Management, LLC holds 4,660 shares of JPM stock, worth $1.14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,660
Previous 4,522 3.05%
Holding current value
$1.14 Million
Previous $914,000 7.44%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$194.9 - $224.8 $26,896 - $31,022
138 Added 3.05%
4,660 $982,000
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $119,573 - $135,980
664 Added 17.21%
4,522 $914,000
Q1 2024

May 07, 2024

BUY
$167.09 - $200.3 $37,093 - $44,466
222 Added 6.11%
3,858 $772,000
Q4 2023

Feb 21, 2024

BUY
$135.69 - $170.3 $8,684 - $10,899
64 Added 1.79%
3,636 $618,000
Q3 2023

Dec 14, 2023

BUY
$143.21 - $158.0 $54,276 - $59,882
379 Added 11.87%
3,572 $518,000
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $12,619 - $14,398
-99 Reduced 3.01%
3,193 $464,000
Q1 2023

May 02, 2023

SELL
$124.91 - $143.8 $42,594 - $49,035
-341 Reduced 9.39%
3,292 $428,000
Q4 2022

Jan 25, 2023

SELL
$101.96 - $137.84 $52,203 - $70,574
-512 Reduced 12.35%
3,633 $0
Q3 2022

Oct 25, 2022

BUY
$20.73 - $120.58 $1,077 - $6,270
52 Added 1.27%
4,145 $432,000
Q2 2022

Aug 08, 2022

BUY
$112.61 - $135.91 $4,617 - $5,572
41 Added 1.01%
4,093 $463,000
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $5,388 - $7,074
42 Added 1.05%
4,052 $556,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $461 - $515
3 Added 0.07%
4,010 $637,000
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $3,821 - $4,341
-26 Reduced 0.64%
4,007 $658,000
Q2 2021

Jul 14, 2021

BUY
$147.37 - $166.44 $442 - $499
3 Added 0.07%
4,033 $627,000
Q1 2021

Apr 20, 2021

BUY
$125.65 - $157.65 $65,589 - $82,293
522 Added 14.88%
4,030 $612,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $338,662 - $445,761
3,508 New
3,508 $446,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • 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

Track Wny Asset Management, LLC Portfolio

Follow Wny Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wny Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wny Asset Management, LLC with notifications on news.