Hohimer Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Hohimer Wealth Management, LLC

  • $455 Million
  • Q3 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 5,737 shares of JPM stock, worth $1.39 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,737
Previous 5,479 4.71%
Holding current value
$1.39 Million
Previous $1.11 Million 9.12%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Nov 18, 2024
BUY
$194.9 - $224.8 $50,284 - $57,998
258 Added 4.71%
5,737 $1.21 Million
Q2 2024

Aug 02, 2024
SELL
$180.08 - $204.79 $6.17 Million - $7.01 Million
-34,249 Reduced 86.21%
5,479 $1.11 Million
Q1 2024

May 07, 2024
BUY
$167.09 - $200.3 $204,852 - $245,567
1,226 Added 3.18%
39,728 $7.96 Million
Q4 2023

Feb 09, 2024
SELL
$135.69 - $170.3 $120,899 - $151,737
-891 Reduced 2.26%
38,502 $6.55 Million
Q3 2023

Nov 20, 2023
SELL
$143.21 - $158.0 $99,817 - $110,126
-697 Reduced 1.74%
39,393 $5.71 Million
Q2 2023

Jul 27, 2023
SELL
$127.47 - $145.44 $168,897 - $192,708
-1,325 Reduced 3.2%
40,090 $5.83 Million
Q1 2023

May 02, 2023
BUY
$124.91 - $143.8 $171,626 - $197,581
1,374 Added 3.43%
41,415 $5.4 Million
Q4 2022

Feb 01, 2023
SELL
$101.96 - $137.84 $212,790 - $287,672
-2,087 Reduced 4.95%
40,041 $5.37 Million
Q3 2022

Nov 02, 2022
BUY
$20.73 - $120.58 $174,753 - $1.02 Million
8,430 Added 25.02%
42,128 $4.4 Million
Q2 2022

Jul 25, 2022
SELL
$112.61 - $135.91 $814,620 - $983,172
-7,234 Reduced 17.67%
33,698 $3.8 Million
Q1 2022

May 03, 2022
BUY
$128.3 - $168.44 $145,107 - $190,505
1,131 Added 2.84%
40,932 $5.58 Million
Q4 2021

Jan 25, 2022
SELL
$153.94 - $171.78 $303,415 - $338,578
-1,971 Reduced 4.72%
39,801 $6.3 Million
Q3 2021

Oct 18, 2021
SELL
$146.97 - $166.98 $151,673 - $172,323
-1,032 Reduced 2.41%
41,772 $6.84 Million
Q2 2021

Jul 12, 2021
BUY
$147.37 - $166.44 $273,371 - $308,746
1,855 Added 4.53%
42,804 $6.66 Million
Q1 2021

Apr 12, 2021
BUY
$125.65 - $157.65 $73,882 - $92,698
588 Added 1.46%
40,949 $6.23 Million
Q4 2020

Jan 11, 2021
SELL
$96.54 - $127.07 $1.05 Million - $1.39 Million
-10,904 Reduced 21.27%
40,361 $5.13 Million
Q3 2020

Nov 13, 2020
BUY
$91.28 - $103.82 $1.52 Million - $1.73 Million
16,699 Added 48.31%
51,265 $5.12 Million
Q2 2020

Jul 14, 2020
BUY
$84.03 - $113.45 $597,537 - $806,742
7,111 Added 25.9%
34,566 $3.25 Million
Q1 2020

May 05, 2020
BUY
$79.03 - $141.09 $1.15 Million - $2.05 Million
14,528 Added 112.38%
27,455 $2.6 Million
Q4 2019

Feb 14, 2020
BUY
$111.82 - $139.4 $1.45 Million - $1.8 Million
12,927 New
12,927 $1.8 Million

Others Institutions Holding JPM

# of Institutions
4,616
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • 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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