A detailed history of Inlet Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Inlet Private Wealth, LLC holds 53,614 shares of JPM stock, worth $13 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
53,614
Previous 53,789 0.33%
Holding current value
$13 Million
Previous $10.9 Million 3.87%
% of portfolio
2.99%
Previous 3.1%

Shares

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

Oct 16, 2024

SELL
$194.9 - $224.8 $34,107 - $39,340
-175 Reduced 0.33%
53,614 $11.3 Million
Q2 2024

Jul 23, 2024

SELL
$180.08 - $204.79 $104,806 - $119,187
-582 Reduced 1.07%
53,789 $10.9 Million
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $204,685 - $245,367
-1,225 Reduced 2.2%
54,371 $10.9 Million
Q4 2023

Jan 26, 2024

SELL
$135.69 - $170.3 $20,353 - $25,545
-150 Reduced 0.27%
55,596 $9.46 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $1.05 Million - $1.16 Million
-7,360 Reduced 11.66%
55,746 $8.08 Million
Q2 2023

Jul 27, 2023

SELL
$127.47 - $145.44 $12,747 - $14,544
-100 Reduced 0.16%
63,106 $9.18 Million
Q1 2023

May 03, 2023

SELL
$124.91 - $143.8 $55,834 - $64,278
-447 Reduced 0.7%
63,206 $8.24 Million
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $172,618 - $233,363
1,693 Added 2.73%
63,653 $0
Q3 2022

Oct 20, 2022

BUY
$20.73 - $120.58 $31,157 - $181,231
1,503 Added 2.49%
61,960 $6.48 Million
Q2 2022

Jul 13, 2022

BUY
$112.61 - $135.91 $2,139 - $2,582
19 Added 0.03%
60,457 $6.81 Million
Q1 2022

Apr 29, 2022

BUY
$128.3 - $168.44 $22,965 - $30,150
179 Added 0.3%
60,438 $8.24 Million
Q4 2021

Jan 31, 2022

SELL
$153.94 - $171.78 $1,385 - $1,546
-9 Reduced 0.01%
60,259 $9.54 Million
Q2 2021

Aug 04, 2021

BUY
$147.37 - $166.44 $2,800 - $3,162
19 Added 0.03%
60,268 $9.37 Million
Q1 2021

May 05, 2021

BUY
$125.65 - $157.65 $76,395 - $95,851
608 Added 1.02%
60,249 $9.17 Million
Q4 2020

Feb 11, 2021

SELL
$96.54 - $127.07 $24,135 - $31,767
-250 Reduced 0.42%
59,641 $7.58 Million
Q3 2020

Oct 16, 2020

BUY
$91.28 - $103.82 $184,385 - $209,716
2,020 Added 3.49%
59,891 $5.77 Million
Q1 2020

Apr 28, 2020

SELL
$79.03 - $141.09 $7,903 - $14,109
-100 Reduced 0.17%
57,871 $5.21 Million
Q4 2019

Jan 17, 2020

BUY
$111.82 - $139.4 $67,092 - $83,640
600 Added 1.05%
57,971 $8.08 Million
Q3 2019

Oct 17, 2019

BUY
$104.8 - $120.23 $167,680 - $192,368
1,600 Added 2.87%
57,371 $6.75 Million
Q2 2019

Jul 22, 2019

BUY
$104.64 - $116.12 $567,985 - $630,299
5,428 Added 10.78%
55,771 $6.43 Million
Q1 2019

Apr 26, 2019

BUY
$97.11 - $107.19 $1.16 Million - $1.29 Million
11,994 Added 31.28%
50,343 $5.1 Million
Q4 2018

Jan 28, 2019

BUY
$92.14 - $115.32 $3.53 Million - $4.42 Million
38,349 New
38,349 $3.74 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 $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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