A detailed history of Wolff Financial Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wolff Financial Management LLC holds 3,209 shares of JPM stock, worth $777,572. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,209
Previous 3,209 -0.0%
Holding current value
$777,572
Previous $649,000 4.31%
% of portfolio
0.18%
Previous 0.48%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $1,002 - $1,106
-7 Reduced 0.22%
3,209 $465,000
Q4 2022

Feb 06, 2023

SELL
$101.96 - $137.84 $1,733 - $2,343
-17 Reduced 0.53%
3,216 $431,000
Q4 2021

Feb 08, 2022

BUY
$153.94 - $171.78 $2,616 - $2,920
17 Added 0.53%
3,233 $512,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $1,028 - $1,168
7 Added 0.22%
3,216 $526,000
Q3 2020

Oct 23, 2020

SELL
$91.28 - $103.82 $2,464 - $2,803
-27 Reduced 0.83%
3,209 $309,000
Q1 2020

Apr 15, 2020

BUY
$79.03 - $141.09 $79,109 - $141,231
1,001 Added 44.79%
3,236 $291,000
Q3 2019

Oct 28, 2019

BUY
$104.8 - $120.23 $234,228 - $268,714
2,235 New
2,235 $263,000

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 $711B
  • 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
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