King Wealth Jpmorgan Chase & CO Transaction History

King Wealth

$642 Million
Q3 2024

A detailed history of King Wealth transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, King Wealth holds 77,474 shares of JPM stock, worth $18.8 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

77,474

Previous 78,584 1.41%

Holding current value

$18.8 Million

Previous $15.9 Million 2.78%

% of portfolio

2.55%

Previous 2.65%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.9 - $224.8 $216,339 - $249,528	-1,110 Reduced 1.41%	77,474 $16.3 Million
Q2 2024 Aug 08, 2024	BUY	$180.08 - $204.79 $25,751 - $29,284	143 Added 0.18%	78,584 $15.9 Million
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $184,968 - $221,732	1,107 Added 1.43%	78,441 $15.7 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $173,954 - $218,324	-1,282 Reduced 1.63%	77,334 $13.2 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $75,901 - $83,740	530 Added 0.68%	78,616 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$127.47 - $145.44 $233,015 - $265,864	1,828 Added 2.4%	78,086 $11.4 Million
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $236,954 - $272,788	1,897 Added 2.55%	76,258 $9.94 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $369,197 - $499,118	-3,621 Reduced 4.64%	74,361 $9.97 Million
Q3 2022 Nov 10, 2022	BUY	$20.73 - $120.58 $11,608 - $67,524	560 Added 0.72%	77,982 $8.15 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $248,079 - $299,409	2,203 Added 2.93%	77,422 $8.72 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $180,389 - $236,826	1,406 Added 1.9%	75,219 $10.3 Million
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $186,113 - $207,682	1,209 Added 1.67%	73,813 $11.7 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $153,877 - $174,828	1,047 Added 1.46%	72,604 $11.9 Million
Q2 2021 Aug 12, 2021	BUY	$147.37 - $166.44 $209,118 - $236,178	1,419 Added 2.02%	71,557 $11.1 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $134,948 - $169,316	1,074 Added 1.56%	70,138 $10.7 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $185,453 - $244,101	1,921 Added 2.86%	69,064 $8.78 Million
Q3 2020 Nov 12, 2020	BUY	$91.28 - $103.82 $38,246 - $43,500	419 Added 0.63%	67,143 $6.46 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $147,892 - $199,672	1,760 Added 2.71%	66,724 $6.28 Million
Q1 2020 May 13, 2020	SELL	$79.03 - $141.09 $120,757 - $215,585	-1,528 Reduced 2.3%	64,964 $5.85 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $79,504 - $99,113	711 Added 1.08%	66,492 $9.27 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $317,753 - $364,537	3,032 Added 4.83%	65,781 $7.74 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $89,153 - $98,934	852 Added 1.38%	62,749 $7.02 Million
Q1 2019 May 13, 2019	BUY	$97.11 - $107.19 $243,260 - $268,510	2,505 Added 4.22%	61,897 $6.27 Million
Q4 2018 Feb 14, 2019	BUY	$92.14 - $115.32 $1,750 - $2,191	19 Added 0.03%	59,392 $5.8 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $18,960 - $21,709	183 Added 0.31%	59,373 $6.7 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $104,995 - $116,232	1,017 Added 1.75%	59,190 $6.17 Million
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $32,424 - $35,987	303 Added 0.52%	58,173 $6.4 Million
Q4 2017 Feb 12, 2018	SELL	$95.86 - $107.83 $4,026 - $4,528	-42 Reduced 0.07%	57,870 $6.19 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $150,225 - $162,271	1,699 Added 3.02%	57,912 $5.53 Million
Q2 2017 Aug 14, 2017	BUY	N/A	56,213	56,213 $5.14 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

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of King Wealth, based on Form 13F filings with the SEC.

News

Stay updated on King Wealth with notifications on news.

Account