A detailed history of Minot Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Minot Wealth Management LLC holds 16,104 shares of JPM stock, worth $3.57 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
16,104
Previous 22,323 27.86%
Holding current value
$3.57 Million
Previous $3.04 Million 40.42%
% of portfolio
0.47%
Previous 0.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022

SELL
$112.61 - $135.91 $700,321 - $845,224
-6,219 Reduced 27.86%
16,104 $1.81 Million
Q1 2022

Apr 14, 2022

SELL
$128.3 - $168.44 $308,048 - $404,424
-2,401 Reduced 9.71%
22,323 $3.04 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $686,110 - $765,623
4,457 Added 21.99%
24,724 $3.92 Million
Q3 2021

Oct 25, 2021

BUY
$146.97 - $166.98 $286,738 - $325,777
1,951 Added 10.65%
20,267 $3.32 Million
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $563,542 - $636,466
3,824 Added 26.39%
18,316 $2.85 Million
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $603,120 - $756,720
4,800 Added 49.53%
14,492 $2.21 Million
Q4 2020

Jan 28, 2021

BUY
$96.54 - $127.07 $323,795 - $426,192
3,354 Added 52.92%
9,692 $1.23 Million
Q3 2020

Oct 13, 2020

BUY
$91.28 - $103.82 $44,088 - $50,145
483 Added 8.25%
6,338 $610,000
Q2 2020

Jul 14, 2020

SELL
$84.03 - $113.45 $163,438 - $220,660
-1,945 Reduced 24.94%
5,855 $551,000
Q1 2020

Apr 27, 2020

SELL
$79.03 - $141.09 $829,973 - $1.48 Million
-10,502 Reduced 57.38%
7,800 $702,000
Q4 2019

Feb 05, 2020

BUY
$111.82 - $139.4 $2.05 Million - $2.55 Million
18,302 New
18,302 $2.5 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 $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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