A detailed history of Kolinsky Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 7,952 shares of JPM stock, worth $1.93 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
7,952
Previous 7,922 0.38%
Holding current value
$1.93 Million
Previous $1.6 Million 4.62%
% of portfolio
1.09%
Previous 1.16%

Shares

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

Nov 14, 2024

BUY
$194.9 - $224.8 $5,847 - $6,744
30 Added 0.38%
7,952 $1.68 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $41,058 - $46,692
228 Added 2.96%
7,922 $1.6 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $82,375 - $98,747
493 Added 6.85%
7,694 $1.54 Million
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $46,677 - $58,583
-344 Reduced 4.56%
7,201 $1.22 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $78,049 - $86,110
545 Added 7.79%
7,545 $1.09 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $38,368 - $43,777
301 Added 4.49%
7,000 $1.02 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $35,724 - $41,126
286 Added 4.46%
6,699 $873,000
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $11,827 - $15,989
116 Added 1.84%
6,413 $860,000
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $10,323 - $60,048
-498 Reduced 7.33%
6,297 $658,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $5,180 - $6,251
-46 Reduced 0.67%
6,795 $765,000
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $11,033 - $14,485
86 Added 1.27%
6,841 $933,000
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $1.04 Million - $1.16 Million
6,755 New
6,755 $1.07 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 $713B
  • 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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