Stone Point Wealth LLC Jpmorgan Chase & CO Transaction History

Stone Point Wealth LLC

$305 Million
Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stone Point Wealth LLC holds 32,189 shares of JPM stock, worth $7.8 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

32,189

Previous 33,181 2.99%

Holding current value

$7.8 Million

Previous $6.71 Million 1.09%

% of portfolio

2.22%

Previous 2.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $193,340 - $223,001	-992 Reduced 2.99%	32,189 $6.78 Million
Q2 2024 Jul 30, 2024	SELL	$180.08 - $204.79 $156,309 - $177,757	-868 Reduced 2.55%	33,181 $6.71 Million
Q1 2024 May 01, 2024	SELL	$167.09 - $200.3 $265,840 - $318,677	-1,591 Reduced 4.46%	34,049 $6.82 Million
Q4 2023 Jan 26, 2024	SELL	$135.69 - $170.3 $231,894 - $291,042	-1,709 Reduced 4.58%	35,640 $6.06 Million
Q3 2023 Oct 25, 2023	SELL	$143.21 - $158.0 $85,066 - $93,852	-594 Reduced 1.57%	37,349 $5.42 Million
Q2 2023 Jul 25, 2023	SELL	$127.47 - $145.44 $20,777 - $23,706	-163 Reduced 0.43%	37,943 $5.52 Million
Q1 2023 Apr 20, 2023	SELL	$124.91 - $143.8 $171,126 - $197,006	-1,370 Reduced 3.47%	38,106 $4.97 Million
Q4 2022 Jan 20, 2023	BUY	$101.96 - $137.84 $307,919 - $416,276	3,020 Added 8.28%	39,476 $0
Q3 2022 Nov 03, 2022	BUY	$20.73 - $120.58 $50,788 - $295,421	2,450 Added 7.2%	36,456 $3.81 Million
Q2 2022 Jul 19, 2022	BUY	$112.61 - $135.91 $35,584 - $42,947	316 Added 0.94%	34,006 $3.83 Million
Q1 2022 Apr 29, 2022	BUY	$128.3 - $168.44 $1.54 Million - $2.02 Million	11,993 Added 55.27%	33,690 $4.56 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $3.34 Million - $3.73 Million	21,697 New	21,697 $3.44 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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 $711B
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 ...

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Stone Point Wealth LLC Jpmorgan Chase & CO Transaction History