A detailed history of Gray Wealth Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Gray Wealth Management Inc. holds 9,130 shares of JPM stock, worth $2.22 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
9,130
Previous 7,453 22.5%
Holding current value
$2.22 Million
Previous $1.51 Million 27.67%
% of portfolio
0.77%
Previous 0.65%

Shares

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

Oct 23, 2024

BUY
$194.9 - $224.8 $326,847 - $376,989
1,677 Added 22.5%
9,130 $1.92 Million
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $85,177 - $96,865
473 Added 6.78%
7,453 $1.51 Million
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $88,557 - $106,159
530 Added 8.22%
6,980 $1.4 Million
Q4 2023

Jan 31, 2024

SELL
$135.69 - $170.3 $70,016 - $87,874
-516 Reduced 7.41%
6,450 $1.1 Million
Q3 2023

Oct 27, 2023

SELL
$143.21 - $158.0 $48,977 - $54,036
-342 Reduced 4.68%
6,966 $1.01 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $5,736 - $6,544
-45 Reduced 0.61%
7,308 $1.06 Million
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $110,795 - $127,550
887 Added 13.72%
7,353 $958,000
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $43,231 - $58,444
424 Added 7.02%
6,466 $867,000
Q3 2022

Jan 03, 2023

BUY
$20.73 - $120.58 $4,456 - $25,924
215 Added 3.69%
6,042 $631,000
Q2 2022

Jan 03, 2023

BUY
$112.61 - $135.91 $12,274 - $14,814
109 Added 1.91%
5,827 $656,000
Q1 2022

Jan 03, 2023

BUY
$128.3 - $168.44 $70,565 - $92,642
550 Added 10.64%
5,718 $780,000
Q4 2021

Jan 03, 2023

BUY
$153.94 - $171.78 $23,091 - $25,767
150 Added 2.99%
5,168 $818,000
Q3 2021

Jan 03, 2023

BUY
$146.97 - $166.98 $6,025 - $6,846
41 Added 0.82%
5,018 $821,000
Q2 2021

Jan 03, 2023

SELL
$147.37 - $166.44 $9,284 - $10,485
-63 Reduced 1.25%
4,977 $774,000
Q1 2021

Jan 03, 2023

BUY
$125.65 - $157.65 $633,276 - $794,556
5,040 New
5,040 $767,000
Q4 2020

Jan 13, 2023

BUY
$96.54 - $127.07 $11,584 - $15,248
120 Added 2.74%
4,507 $576,000
Q3 2020

Jan 13, 2023

SELL
$91.28 - $103.82 $8,215 - $9,343
-90 Reduced 2.01%
4,387 $421,000
Q2 2020

Jan 13, 2023

BUY
$84.03 - $113.45 $77,475 - $104,600
922 Added 25.94%
4,477 $423,000
Q1 2020

Jan 13, 2023

SELL
$79.03 - $141.09 $196,547 - $350,890
-2,487 Reduced 41.16%
3,555 $320,000

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 $713B
  • 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

Track Gray Wealth Management Inc. Portfolio

Follow Gray Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gray Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gray Wealth Management Inc. with notifications on news.