A detailed history of Yarger Wealth Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 9,523 shares of JPM stock, worth $2.01 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
9,523
Previous 10,113 5.83%
Holding current value
$2.01 Million
Previous $2.03 Million 4.89%
% of portfolio
1.3%
Previous 1.52%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $106,247 - $120,826
-590 Reduced 5.83%
9,523 $1.93 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $223,232 - $267,600
-1,336 Reduced 11.67%
10,113 $2.03 Million
Q4 2023

Jan 18, 2024

SELL
$135.69 - $170.3 $211,133 - $264,986
-1,556 Reduced 11.96%
11,449 $1.95 Million
Q3 2023

Oct 16, 2023

BUY
$143.21 - $158.0 $1.34 Million - $1.48 Million
9,356 Added 256.4%
13,005 $1.89 Million
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $24,729 - $28,215
-194 Reduced 5.05%
3,649 $530,000
Q1 2023

Apr 13, 2023

BUY
$124.91 - $143.8 $2,997 - $3,451
24 Added 0.63%
3,843 $500,000
Q4 2022

Jan 25, 2023

BUY
$101.96 - $137.84 $2,650 - $3,583
26 Added 0.69%
3,819 $0
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $4,767 - $27,733
-230 Reduced 5.72%
3,793 $396,000
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $3,153 - $3,805
28 Added 0.7%
4,023 $460,000
Q1 2022

Apr 15, 2022

BUY
$128.3 - $168.44 $161,401 - $211,897
1,258 Added 45.96%
3,995 $545,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $421,333 - $470,161
2,737 New
2,737 $433,000

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 $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 ...
More about JPM
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