Wt Wealth Management Jpmorgan Chase & CO Transaction History

Wt Wealth Management

$391 Million
Q3 2024

A detailed history of Wt Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wt Wealth Management holds 1,811 shares of JPM stock, worth $452,369. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,811

Previous 1,857 2.48%

Holding current value

$452,369

Previous $375,000 1.6%

% of portfolio

0.1%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$194.9 - $224.8 $8,965 - $10,340	-46 Reduced 2.48%	1,811 $381,000
Q2 2024 Oct 21, 2024	SELL	$180.08 - $204.79 $3.06 Million - $3.48 Million	-17,005 Reduced 90.15%	1,857 $375,000
Q1 2024 Oct 21, 2024	SELL	$167.09 - $200.3 $76,193 - $91,336	-456 Reduced 2.36%	18,862 $3.78 Million
Q4 2023 Feb 08, 2024	BUY	$135.69 - $170.3 $929,069 - $1.17 Million	6,847 Added 54.9%	19,318 $3.29 Million
Q3 2023 Dec 04, 2023	BUY	$143.21 - $158.0 $122,301 - $134,932	854 Added 7.35%	12,471 $1.81 Million
Q2 2023 Jul 25, 2023	SELL	$127.47 - $145.44 $29,573 - $33,742	-232 Reduced 1.96%	11,617 $1.69 Million
Q1 2023 Apr 19, 2023	SELL	$124.91 - $143.8 $468,037 - $538,818	-3,747 Reduced 24.03%	11,849 $1.54 Million
Q4 2022 Jan 19, 2023	SELL	$101.96 - $137.84 $217,276 - $293,737	-2,131 Reduced 12.02%	15,596 $0
Q3 2022 Oct 20, 2022	BUY	$20.73 - $120.58 $248 - $1,446	12 Added 0.07%	17,727 $1.85 Million
Q2 2022 Jul 26, 2022	SELL	$112.61 - $135.91 $171,505 - $206,990	-1,523 Reduced 7.92%	17,715 $2 Million
Q1 2022 May 06, 2022	BUY	$128.3 - $168.44 $126,503 - $166,081	986 Added 5.4%	19,238 $2.62 Million
Q4 2021 Jan 19, 2022	BUY	$153.94 - $171.78 $547,102 - $610,506	3,554 Added 24.18%	18,252 $2.89 Million
Q3 2021 Oct 15, 2021	BUY	$146.97 - $166.98 $296,144 - $336,464	2,015 Added 15.89%	14,698 $2.41 Million
Q2 2021 Jul 19, 2021	BUY	$147.37 - $166.44 $292,382 - $330,216	1,984 Added 18.54%	12,683 $1.97 Million
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $1.06 Million - $1.33 Million	8,419 Added 369.25%	10,699 $1.63 Million
Q4 2020 Feb 01, 2021	SELL	$96.54 - $127.07 $44,408 - $58,452	-460 Reduced 16.79%	2,280 $289,000
Q3 2020 Oct 30, 2020	SELL	$91.28 - $103.82 $76,218 - $86,689	-835 Reduced 23.36%	2,740 $263,000
Q2 2020 Aug 04, 2020	BUY	$84.03 - $113.45 $13,024 - $17,584	155 Added 4.53%	3,575 $336,000
Q1 2020 May 13, 2020	BUY	$79.03 - $141.09 $139,171 - $248,459	1,761 Added 106.15%	3,420 $307,000
Q4 2019 Jan 27, 2020	BUY	$111.82 - $139.4 $185,509 - $231,264	1,659 New	1,659 $231,000

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

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 $733B
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 Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Account

Wt Wealth Management Jpmorgan Chase & CO Transaction History