A detailed history of Peloton Wealth Strategists transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Peloton Wealth Strategists holds 38,336 shares of JPM stock, worth $8.51 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
38,336
Previous 38,413 0.2%
Holding current value
$8.51 Million
Previous $7.69 Million 0.77%
% of portfolio
3.25%
Previous 3.18%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$180.08 - $204.79 $13,866 - $15,768
-77 Reduced 0.2%
38,336 $7.75 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $17,544 - $21,031
105 Added 0.27%
38,413 $7.69 Million
Q4 2023

Feb 15, 2024

SELL
$135.69 - $170.3 $232,029 - $291,213
-1,710 Reduced 4.27%
38,308 $6.52 Million
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $245,605 - $270,970
-1,715 Reduced 4.11%
40,018 $5.8 Million
Q2 2023

Aug 10, 2023

SELL
$127.47 - $145.44 $16,316 - $18,616
-128 Reduced 0.31%
41,733 $6.07 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $162,383 - $186,940
1,300 Added 3.21%
41,861 $5.45 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $2,321 - $13,504
112 Added 0.28%
40,561 $4.24 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $67,566 - $81,546
600 Added 1.51%
40,449 $4.56 Million
Q1 2022

May 09, 2022

SELL
$128.3 - $168.44 $115,470 - $151,596
-900 Reduced 2.21%
39,849 $5.43 Million
Q4 2021

Feb 10, 2022

SELL
$153.94 - $171.78 $215,516 - $240,492
-1,400 Reduced 3.32%
40,749 $6.45 Million
Q3 2021

Nov 15, 2021

SELL
$146.97 - $166.98 $146,970 - $166,980
-1,000 Reduced 2.32%
42,149 $6.9 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $53,790 - $60,750
365 Added 0.85%
43,149 $6.71 Million
Q1 2021

Jun 23, 2021

BUY
$125.65 - $157.65 $8,795 - $11,035
70 Added 0.16%
42,784 $6.51 Million
Q4 2020

Feb 17, 2021

BUY
$96.54 - $127.07 $9,654 - $12,707
100 Added 0.23%
42,714 $5.43 Million
Q3 2020

Nov 17, 2020

BUY
$91.28 - $103.82 $245,817 - $279,587
2,693 Added 6.75%
42,614 $4.1 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $457,963 - $618,302
5,450 Added 15.81%
39,921 $3.76 Million
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $7,903 - $14,109
100 Added 0.29%
34,471 $3.1 Million
Q4 2019

Feb 14, 2020

SELL
$111.82 - $139.4 $78,274 - $97,580
-700 Reduced 2.0%
34,371 $4.79 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $73,674 - $84,521
703 Added 2.05%
35,071 $4.13 Million
Q2 2019

Aug 12, 2019

SELL
$104.64 - $116.12 $134,148 - $148,865
-1,282 Reduced 3.6%
34,368 $3.84 Million
Q1 2019

May 15, 2019

SELL
$97.11 - $107.19 $29,133 - $32,157
-300 Reduced 0.83%
35,650 $3.61 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $230,350 - $288,300
2,500 Added 7.47%
35,950 $3.51 Million
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $113,971 - $130,493
-1,100 Reduced 3.18%
33,450 $3.77 Million
Q2 2018

Aug 15, 2018

SELL
$103.24 - $114.29 $20,648 - $22,858
-200 Reduced 0.58%
34,550 $3.6 Million
Q1 2018

May 07, 2018

SELL
$107.01 - $118.77 $74,907 - $83,139
-700 Reduced 1.97%
34,750 $3.82 Million
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $19,172 - $21,566
200 Added 0.57%
35,450 $3.79 Million
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $3.12 Million - $3.37 Million
35,250
35,250 $3.37 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
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Peloton Wealth Strategists with notifications on news.