Wt Wealth Management Jpmorgan Chase & CO Transaction History

Wt Wealth Management

$240 Million
Q4 2023

A detailed history of Wt Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wt Wealth Management holds 19,318 shares of JPM stock, worth $4.07 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

19,318

Previous 12,471 54.9%

Holding current value

$4.07 Million

Previous $1.81 Million 81.69%

% of portfolio

1.37%

Previous 0.82%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $618B
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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Wt Wealth Management Jpmorgan Chase & CO Transaction History