All Square Wealth Management LLC Jpmorgan Chase & CO Transaction History

All Square Wealth Management LLC

$172 Million
Q4 2024

A detailed history of All Square Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, All Square Wealth Management LLC holds 7,496 shares of JPM stock, worth $1.94 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

7,496

Previous 7,581 1.12%

Holding current value

$1.94 Million

Previous $1.6 Million 12.46%

% of portfolio

1.05%

Previous 0.92%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$205.18 - $250.29 $17,440 - $21,274	-85 Reduced 1.12%	7,496 $1.8 Million
Q3 2024 Nov 13, 2024	BUY	$194.9 - $224.8 $17,541 - $20,232	90 Added 1.2%	7,581 $1.6 Million
Q2 2024 Aug 12, 2024	BUY	$180.08 - $204.79 $29,172 - $33,175	162 Added 2.21%	7,491 $1.52 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $13,569 - $17,030	100 Added 1.38%	7,329 $1.25 Million
Q3 2023 Nov 27, 2023	SELL	$143.21 - $158.0 $1,718 - $1,896	-12 Reduced 0.17%	7,229 $1.05 Million
Q1 2023 May 02, 2023	BUY	$124.91 - $143.8 $84,314 - $97,065	675 Added 10.28%	7,241 $943,000
Q1 2022 May 04, 2022	SELL	$128.3 - $168.44 $74,029 - $97,189	-577 Reduced 8.08%	6,566 $895,000
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $8,158 - $9,104	-53 Reduced 0.74%	7,143 $1.13 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $29,394 - $33,396	-200 Reduced 2.7%	7,196 $1.18 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $7,368 - $8,322	-50 Reduced 0.67%	7,396 $1.15 Million
Q1 2021 May 11, 2021	SELL	$125.65 - $157.65 $2,513 - $3,153	-20 Reduced 0.27%	7,446 $1.13 Million
Q4 2020 Feb 09, 2021	SELL	$96.54 - $127.07 $85,630 - $112,711	-887 Reduced 10.62%	7,466 $949,000
Q2 2020 Aug 11, 2020	BUY	$84.03 - $113.45 $55,963 - $75,557	666 Added 8.66%	8,353 $786,000
Q1 2020 May 12, 2020	SELL	$79.03 - $141.09 $43,466 - $77,599	-550 Reduced 6.68%	7,687 $692,000
Q4 2019 Feb 04, 2020	SELL	$111.82 - $139.4 $12,412 - $15,473	-111 Reduced 1.33%	8,237 $1.15 Million
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $18,340 - $21,040	-175 Reduced 2.05%	8,348 $982,000
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $88,944 - $98,702	-850 Reduced 9.07%	8,523 $953,000
Q1 2019 May 07, 2019	SELL	$97.11 - $107.19 $19,422 - $21,438	-200 Reduced 2.09%	9,373 $949,000
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $71,316 - $89,257	-774 Reduced 7.48%	9,573 $934,000
Q3 2018 Nov 02, 2018	BUY	$103.61 - $118.63 $10,361 - $11,863	100 Added 0.98%	10,347 $1.17 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $68,861 - $76,231	667 Added 6.96%	10,247 $1.07 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $25,575 - $28,386	-239 Reduced 2.43%	9,580 $1.05 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $1,437 - $1,617	-15 Reduced 0.15%	9,819 $1.05 Million
Q3 2017 Nov 06, 2017	BUY	$88.42 - $95.51 $869,522 - $939,245	9,834	9,834 $939,000

Others Institutions Holding JPM

# of Institutions

5,053

Shares Held

2.01B

Call Options Held

28.9M

Put Options Held

31.4M

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 $759B
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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All Square Wealth Management LLC Jpmorgan Chase & CO Transaction History