A detailed history of Madison Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Madison Wealth Management holds 2,202 shares of JPM stock, worth $488,667. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,202
Previous 2,289 3.8%
Holding current value
$488,667
Previous $332,000 3.92%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $12,459 - $13,746
-87 Reduced 3.8%
2,202 $319,000
Q2 2023

Aug 10, 2023

BUY
$127.47 - $145.44 $11,089 - $12,653
87 Added 3.95%
2,289 $332,000
Q4 2022

Feb 08, 2023

SELL
$101.96 - $137.84 $51,795 - $70,022
-508 Reduced 18.75%
2,202 $295,000
Q3 2022

Nov 10, 2022

BUY
$20.73 - $120.58 $1,368 - $7,958
66 Added 2.5%
2,710 $283,000
Q2 2022

Aug 11, 2022

BUY
$112.61 - $135.91 $2,364 - $2,854
21 Added 0.8%
2,644 $298,000
Q1 2022

May 16, 2022

BUY
$128.3 - $168.44 $12,958 - $17,012
101 Added 4.0%
2,623 $357,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $25,400 - $28,343
165 Added 7.0%
2,522 $399,000
Q2 2021

Aug 12, 2021

SELL
$147.37 - $166.44 $669,796 - $756,469
-4,545 Reduced 65.85%
2,357 $367,000
Q4 2020

Feb 09, 2021

SELL
$96.54 - $127.07 $9,750 - $12,834
-101 Reduced 1.44%
6,902 $877,000
Q3 2020

Nov 09, 2020

BUY
$91.28 - $103.82 $18,256 - $20,764
200 Added 2.94%
7,003 $674,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $571,656 - $771,800
6,803 New
6,803 $640,000
Q1 2020

May 08, 2020

SELL
$79.03 - $141.09 $160,193 - $285,989
-2,027 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$111.82 - $139.4 $226,659 - $282,563
2,027 New
2,027 $283,000

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 $651B
  • 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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