A detailed history of Warther Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Warther Private Wealth, LLC holds 4,010 shares of JPM stock, worth $881,317. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,010
Previous 5,599 28.38%
Holding current value
$881,317
Previous $1.13 Million 25.35%
% of portfolio
0.3%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$194.9 - $224.8 $309,696 - $357,207
-1,589 Reduced 28.38%
4,010 $845,000
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $176,478 - $200,694
980 Added 21.22%
5,599 $1.13 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $88,891 - $106,559
532 Added 13.02%
4,619 $925,000
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $1.22 Million - $1.53 Million
-8,994 Reduced 68.76%
4,087 $695,000
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $496,222 - $547,470
-3,465 Reduced 20.94%
13,081 $1.9 Million
Q2 2023

Jul 31, 2023

BUY
$127.47 - $145.44 $59,528 - $67,920
467 Added 2.9%
16,546 $2.41 Million
Q1 2023

May 30, 2023

SELL
$124.91 - $143.8 $245,822 - $282,998
-1,968 Reduced 10.9%
16,079 $2.1 Million
Q4 2022

Feb 03, 2023

SELL
$101.96 - $137.84 $334,122 - $451,701
-3,277 Reduced 15.37%
18,047 $2.42 Million
Q3 2022

Nov 16, 2022

BUY
$20.73 - $120.58 $442,046 - $2.57 Million
21,324 New
21,324 $2.23 Million
Q2 2022

Dec 30, 2022

BUY
$112.61 - $135.91 $125,672 - $151,675
1,116 Added 5.23%
22,440 $2.56 Million
Q1 2022

Dec 30, 2022

SELL
$128.3 - $168.44 $148,956 - $195,558
-1,161 Reduced 5.44%
20,163 $2.73 Million
Q4 2021

Dec 30, 2022

BUY
$153.94 - $171.78 $193,348 - $215,755
1,256 Added 8.37%
16,266 $2.63 Million
Q3 2021

Dec 30, 2022

BUY
$146.97 - $166.98 $102,585 - $116,552
698 Added 4.88%
15,010 $2.51 Million
Q2 2021

Dec 30, 2022

SELL
$147.37 - $166.44 $1.03 Million - $1.17 Million
-7,012 Reduced 32.88%
14,312 $2.25 Million

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 $645B
  • 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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