Sculati Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Sculati Wealth Management, LLC

$233 Million
Q2 2024

A detailed history of Sculati Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 20,024 shares of JPM stock, worth $4.95 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

20,024

Previous 20,315 1.43%

Holding current value

$4.95 Million

Previous $4.07 Million 0.47%

% of portfolio

1.74%

Previous 1.76%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $52,403 - $59,593	-291 Reduced 1.43%	20,024 $4.05 Million
Q1 2024 May 14, 2024	SELL	$167.09 - $200.3 $668 - $801	-4 Reduced 0.02%	20,315 $4.07 Million
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $13,569 - $17,030	100 Added 0.49%	20,319 $3.46 Million
Q3 2023 Nov 09, 2023	BUY	$143.21 - $158.0 $90,508 - $99,856	632 Added 3.23%	20,219 $2.93 Million
Q2 2023 Aug 11, 2023	BUY	$127.47 - $145.44 $21,924 - $25,015	172 Added 0.89%	19,587 $2.85 Million
Q1 2023 May 05, 2023	BUY	$124.91 - $143.8 $180,619 - $207,934	1,446 Added 8.05%	19,415 $2.53 Million
Q4 2022 Feb 10, 2023	BUY	$101.96 - $137.84 $267,237 - $361,278	2,621 Added 17.08%	17,969 $2.41 Million
Q3 2022 Nov 15, 2022	BUY	$20.73 - $120.58 $36,028 - $209,568	1,738 Added 12.77%	15,348 $1.6 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $11,261 - $13,591	100 Added 0.74%	13,610 $1.53 Million
Q1 2022 May 10, 2022	BUY	$128.3 - $168.44 $57,863 - $75,966	451 Added 3.45%	13,510 $1.84 Million
Q4 2021 Feb 07, 2022	SELL	$153.94 - $171.78 $28,632 - $31,951	-186 Reduced 1.4%	13,059 $2.07 Million
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $75,306 - $85,050	511 Added 4.01%	13,245 $2.06 Million
Q1 2021 May 14, 2021	SELL	$125.65 - $157.65 $19,475 - $24,435	-155 Reduced 1.2%	12,734 $1.94 Million
Q4 2020 Feb 10, 2021	SELL	$96.54 - $127.07 $11,102 - $14,613	-115 Reduced 0.88%	12,889 $1.64 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $25,558 - $29,069	280 Added 2.2%	13,004 $1.25 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $2,604 - $3,516	-31 Reduced 0.24%	12,724 $1.2 Million
Q1 2020 May 22, 2020	BUY	$79.03 - $141.09 $10,352 - $18,482	131 Added 1.04%	12,755 $1.15 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $1.41 Million - $1.76 Million	12,624 New	12,624 $1.76 Million

Others Institutions Holding JPM

# of Institutions

4,565

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $725B
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

Portfolio Update

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

News

Stay updated on Sculati Wealth Management, LLC with notifications on news.

Account

Sculati Wealth Management, LLC Jpmorgan Chase & CO Transaction History