A detailed history of Mission Wealth Management, LP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mission Wealth Management, LP holds 80,059 shares of JPM stock, worth $21.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
80,059
Previous 56,829 40.88%
Holding current value
$21.2 Million
Previous $11.5 Million 46.81%
% of portfolio
0.41%
Previous 0.31%

Shares

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

Oct 31, 2024

BUY
$194.9 - $224.8 $4.53 Million - $5.22 Million
23,230 Added 40.88%
80,059 $16.9 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $439,935 - $500,301
2,443 Added 4.49%
56,829 $11.5 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $3.34 Million - $4.01 Million
20,007 Added 58.2%
54,386 $10.9 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $328,776 - $412,636
2,423 Added 7.58%
34,379 $5.85 Million
Q3 2023

Oct 23, 2023

BUY
$143.21 - $158.0 $263,219 - $290,404
1,838 Added 6.1%
31,956 $4.63 Million
Q2 2023

Aug 04, 2023

BUY
$127.47 - $145.44 $527,470 - $601,830
4,138 Added 15.93%
30,118 $4.38 Million
Q1 2023

Apr 07, 2023

SELL
$124.91 - $143.8 $61,580 - $70,893
-493 Reduced 1.86%
25,980 $3.39 Million
Q4 2022

Feb 02, 2023

BUY
$101.96 - $137.84 $213,912 - $289,188
2,098 Added 8.61%
26,473 $3.55 Million
Q3 2022

Oct 12, 2022

BUY
$20.73 - $120.58 $7,960 - $46,302
384 Added 1.6%
24,375 $2.55 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $85,133 - $102,747
756 Added 3.25%
23,991 $2.7 Million
Q1 2022

Apr 25, 2022

SELL
$128.3 - $168.44 $67,357 - $88,431
-525 Reduced 2.21%
23,235 $3.17 Million
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $810,648 - $904,593
5,266 Added 28.47%
23,760 $3.76 Million
Q3 2021

Nov 05, 2021

SELL
$146.97 - $166.98 $75,395 - $85,660
-513 Reduced 2.7%
18,494 $3.03 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $82,379 - $93,039
559 Added 3.03%
19,007 $2.96 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $336,239 - $421,871
2,676 Added 16.97%
18,448 $2.81 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $16,797 - $22,110
174 Added 1.12%
15,772 $2 Million
Q3 2020

Oct 16, 2020

SELL
$91.28 - $103.82 $129,435 - $147,216
-1,418 Reduced 8.33%
15,598 $1.5 Million
Q2 2020

Aug 03, 2020

BUY
$84.03 - $113.45 $205,369 - $277,271
2,444 Added 16.77%
17,016 $1.6 Million
Q1 2020

Apr 10, 2020

BUY
$79.03 - $141.09 $105,426 - $188,214
1,334 Added 10.08%
14,572 $1.31 Million
Q4 2019

Jan 21, 2020

BUY
$111.82 - $139.4 $18,003 - $22,443
161 Added 1.23%
13,238 $1.85 Million
Q3 2019

Oct 16, 2019

BUY
$104.8 - $120.23 $162,125 - $185,995
1,547 Added 13.42%
13,077 $1.54 Million
Q2 2019

Aug 09, 2019

SELL
$104.64 - $116.12 $33,275 - $36,926
-318 Reduced 2.68%
11,530 $1.29 Million
Q1 2019

May 14, 2019

SELL
$97.11 - $107.19 $194 - $214
-2 Reduced 0.02%
11,848 $1.2 Million
Q4 2018

Feb 08, 2019

BUY
$92.14 - $115.32 $51,414 - $64,348
558 Added 4.94%
11,850 $1.16 Million
Q3 2018

Nov 01, 2018

SELL
$103.61 - $118.63 $3,833 - $4,389
-37 Reduced 0.33%
11,292 $1.27 Million
Q2 2018

Aug 08, 2018

BUY
$103.24 - $114.29 $36,650 - $40,572
355 Added 3.23%
11,329 $1.18 Million
Q1 2018

May 04, 2018

BUY
$107.01 - $118.77 $41,519 - $46,082
388 Added 3.67%
10,974 $1.21 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $20,418 - $22,967
213 Added 2.05%
10,586 $1.13 Million
Q3 2017

Nov 13, 2017

BUY
$88.42 - $95.51 $23,077 - $24,928
261 Added 2.58%
10,373 $991,000
Q2 2017

Aug 11, 2017

BUY
N/A
10,112
10,112 $924,000

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 $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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