World Equity Group, Inc. Jpmorgan Chase & CO Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, World Equity Group, Inc. holds 6,658 shares of JPM stock, worth $1.58 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

6,658

Previous 14,442 53.9%

Holding current value

$1.58 Million

Previous $2.92 Billion 51.93%

% of portfolio

0.51%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$194.9 - $224.8 $1.52 Million - $1.75 Million	-7,784 Reduced 53.9%	6,658 $1.4 Billion
Q2 2024 Jul 18, 2024	SELL	$180.08 - $204.79 $689,886 - $784,550	-3,831 Reduced 20.97%	14,442 $2.92 Billion
Q1 2024 Jul 18, 2024	BUY	$167.09 - $200.3 $3.05 Million - $3.66 Million	18,273 New	18,273 $3.66 Billion
Q4 2023 Jul 22, 2024	BUY	$135.69 - $170.3 $29,037 - $36,444	214 Added 1.2%	18,043 $3.07 Billion
Q3 2023 Jul 22, 2024	BUY	$143.21 - $158.0 $485,052 - $535,146	3,387 Added 23.45%	17,829 $2.59 Billion
Q2 2023 Aug 26, 2024	SELL	$127.47 - $145.44 $2.84 Million - $3.24 Million	-22,293 Reduced 56.19%	17,384 $2.53 Billion
Q1 2023 Aug 26, 2024	BUY	$124.91 - $143.8 $3.15 Million - $3.63 Million	25,235 Added 174.73%	39,677 $1.66 Billion
Q4 2022 Sep 06, 2024	BUY	$101.96 - $137.84 $45,372 - $61,338	445 Added 2.72%	16,805 $2.25 Billion
Q3 2022 Sep 06, 2024	BUY	$20.73 - $120.58 $39,760 - $231,272	1,918 Added 13.28%	16,360 $1.71 Billion
Q2 2022 Sep 06, 2024	SELL	$112.61 - $135.91 $10,697 - $12,911	-95 Reduced 0.72%	13,033 $1.47 Billion
Q1 2022 Sep 06, 2024	SELL	$128.3 - $168.44 $168,586 - $221,330	-1,314 Reduced 9.1%	13,128 $1.79 Billion

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 ...

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World Equity Group, Inc. Jpmorgan Chase & CO Transaction History