Institute For Wealth Management, Llc. Jpmorgan Chase & CO Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 15,957 shares of JPM stock, worth $4.23 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,957
Previous 16,313 2.18%
Holding current value
$4.23 Million
Previous $3.44 Million 11.26%
% of portfolio
0.49%
Previous 0.44%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$205.18 - $250.29 $73,044 - $89,103
-356 Reduced 2.18%
15,957 $3.83 Million
Q3 2024

Nov 12, 2024
SELL
$194.9 - $224.8 $38,785 - $44,735
-199 Reduced 1.21%
16,313 $3.44 Million
Q2 2024

Jul 25, 2024
BUY
$180.08 - $204.79 $141,002 - $160,350
783 Added 4.98%
16,512 $3.34 Million
Q1 2024

Apr 30, 2024
SELL
$167.09 - $200.3 $78,031 - $93,540
-467 Reduced 2.88%
15,729 $3.15 Million
Q4 2023

Jan 31, 2024
SELL
$135.69 - $170.3 $32,701 - $41,042
-241 Reduced 1.47%
16,196 $2.75 Million
Q3 2023

Oct 13, 2023
SELL
$143.21 - $158.0 $42,246 - $46,610
-295 Reduced 1.76%
16,437 $2.38 Million
Q2 2023

Jul 25, 2023
SELL
$127.47 - $145.44 $1,912 - $2,181
-15 Reduced 0.09%
16,732 $2.43 Million
Q1 2023

Apr 20, 2023
BUY
$124.91 - $143.8 $38,847 - $44,721
311 Added 1.89%
16,747 $2.18 Million
Q4 2022

Feb 02, 2023
SELL
$101.96 - $137.84 $153,449 - $207,449
-1,505 Reduced 8.39%
16,436 $2.2 Million
Q3 2022

Oct 18, 2022
SELL
$20.73 - $120.58 $100,499 - $584,571
-4,848 Reduced 21.27%
17,941 $1.88 Million
Q2 2022

Jul 25, 2022
BUY
$112.61 - $135.91 $119,591 - $144,336
1,062 Added 4.89%
22,789 $2.57 Million
Q1 2022

Apr 29, 2022
BUY
$128.3 - $168.44 $679,605 - $892,226
5,297 Added 32.24%
21,727 $2.96 Million
Q4 2021

Jan 21, 2022
SELL
$153.94 - $171.78 $6,311 - $7,042
-41 Reduced 0.25%
16,430 $2.6 Million
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $68,928 - $78,313
469 Added 2.93%
16,471 $2.7 Million
Q2 2021

Jul 21, 2021
BUY
$147.37 - $166.44 $47,895 - $54,093
325 Added 2.07%
16,002 $2.49 Million
Q1 2021

May 04, 2021
SELL
$125.65 - $157.65 $101,022 - $126,750
-804 Reduced 4.88%
15,677 $2.39 Million
Q4 2020

Feb 01, 2021
BUY
$96.54 - $127.07 $26,645 - $35,071
276 Added 1.7%
16,481 $2.09 Million
Q3 2020

Nov 03, 2020
SELL
$91.28 - $103.82 $150,429 - $171,095
-1,648 Reduced 9.23%
16,205 $1.56 Million
Q2 2020

Jul 30, 2020
SELL
$84.03 - $113.45 $8,907 - $12,025
-106 Reduced 0.59%
17,853 $1.68 Million
Q1 2020

Apr 29, 2020
SELL
$79.03 - $141.09 $320,703 - $572,543
-4,058 Reduced 18.43%
17,959 $1.62 Million
Q4 2019

Feb 27, 2020
BUY
$111.82 - $139.4 $2.12 Million - $2.64 Million
18,948 Added 617.4%
22,017 $3.07 Million
Q4 2019

Jan 27, 2020
SELL
$111.82 - $139.4 $2.14 Million - $2.66 Million
-19,100 Reduced 86.16%
3,069 $3.07 Million
Q3 2019

Oct 28, 2019
SELL
$104.8 - $120.23 $456,718 - $523,962
-4,358 Reduced 16.43%
22,169 $2.61 Million
Q2 2019

Aug 02, 2019
BUY
$104.64 - $116.12 $308,060 - $341,857
2,944 Added 12.48%
26,527 $2.97 Million
Q1 2019

May 15, 2019
SELL
$97.11 - $107.19 $373,485 - $412,252
-3,846 Reduced 14.02%
23,583 $2.39 Million
Q4 2018

Feb 08, 2019
BUY
$92.14 - $115.32 $724,312 - $906,530
7,861 Added 40.17%
27,429 $2.68 Million
Q3 2018

Oct 29, 2018
SELL
$103.61 - $118.63 $246,591 - $282,339
-2,380 Reduced 10.84%
19,568 $2.27 Million
Q2 2018

Aug 10, 2018
BUY
$103.24 - $114.29 $65,041 - $72,002
630 Added 2.96%
21,948 $2.28 Million
Q1 2018

May 15, 2018
BUY
$107.01 - $118.77 $613,167 - $680,552
5,730 Added 36.76%
21,318 $2.33 Million
Q4 2017

Feb 12, 2018
SELL
$95.86 - $107.83 $567,682 - $638,569
-5,922 Reduced 27.53%
15,588 $1.68 Million
Q3 2017

Nov 14, 2017
BUY
$88.42 - $95.51 $18,921 - $20,439
214 Added 1.0%
21,510 $2.06 Million
Q2 2017

Aug 14, 2017
BUY
N/A
21,296
21,296 $1.94 Million

Others Institutions Holding JPM

# of Institutions
4,679
Shares Held
1.95B
Call Options Held
29.8M
Put Options Held
35.8M
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 $777B
  • 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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