Horst & Graben Wealth Management LLC Jpmorgan Chase & CO Transaction History

Horst & Graben Wealth Management LLC

$536 Million
Q3 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 2,726 shares of JPM stock, worth $660,537. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,726

Previous 2,713 0.48%

Holding current value

$660,537

Previous $548,000 4.74%

% of portfolio

0.11%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$194.9 - $224.8 $2,533 - $2,922	13 Added 0.48%	2,726 $574,000
Q2 2024 Jul 23, 2024	BUY	$180.08 - $204.79 $7,023 - $7,986	39 Added 1.46%	2,713 $548,000
Q1 2024 Apr 22, 2024	BUY	$167.09 - $200.3 $2,673 - $3,204	16 Added 0.6%	2,674 $535,000
Q4 2023 Jan 29, 2024	BUY	$135.69 - $170.3 $2,578 - $3,235	19 Added 0.72%	2,658 $452,000
Q3 2023 Oct 24, 2023	BUY	$143.21 - $158.0 $2,291 - $2,528	16 Added 0.61%	2,639 $382,000
Q2 2023 Jul 25, 2023	BUY	$127.47 - $145.44 $2,166 - $2,472	17 Added 0.65%	2,623 $381,000
Q1 2023 Apr 28, 2023	BUY	$124.91 - $143.8 $2,248 - $2,588	18 Added 0.7%	2,606 $339,000
Q4 2022 Jan 24, 2023	BUY	$101.96 - $137.84 $2,039 - $2,756	20 Added 0.78%	2,588 $0
Q3 2022 Oct 24, 2022	BUY	$20.73 - $120.58 $435 - $2,532	21 Added 0.82%	2,568 $268,000
Q2 2022 Aug 01, 2022	BUY	$112.61 - $135.91 $2,364 - $2,854	21 Added 0.83%	2,547 $287,000
Q1 2022 Apr 27, 2022	BUY	$128.3 - $168.44 $2,181 - $2,863	17 Added 0.68%	2,526 $344,000
Q4 2021 Jan 20, 2022	SELL	$153.94 - $171.78 $31,095 - $34,699	-202 Reduced 7.45%	2,509 $397,000
Q3 2021 Nov 02, 2021	BUY	$146.97 - $166.98 $734 - $834	5 Added 0.18%	2,711 $444,000
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $15,473 - $17,476	105 Added 4.04%	2,706 $421,000
Q1 2021 Apr 20, 2021	BUY	$125.65 - $157.65 $125,650 - $157,650	1,000 Added 62.46%	2,601 $396,000
Q4 2020 Jan 12, 2021	SELL	$96.54 - $127.07 $71,825 - $94,540	-744 Reduced 31.73%	1,601 $203,000
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $48,469 - $55,128	-531 Reduced 18.46%	2,345 $226,000
Q2 2020 Jul 29, 2020	BUY	$84.03 - $113.45 $241,670 - $326,282	2,876 New	2,876 $270,000

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

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 ...

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Horst & Graben Wealth Management LLC Jpmorgan Chase & CO Transaction History