A detailed history of Wealthcare Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 1,101 shares of JPM stock, worth $295,001. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,101
Previous 953 15.53%
Holding current value
$295,001
Previous $200,000 31.5%
% of portfolio
0.03%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$205.18 - $250.29 $30,366 - $37,042
148 Added 15.53%
1,101 $263,000
Q3 2024

Nov 04, 2024

BUY
$194.9 - $224.8 $185,739 - $214,234
953 New
953 $200,000
Q2 2021

Aug 16, 2021

SELL
$147.37 - $166.44 $122,022 - $137,812
-828 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$125.65 - $157.65 $104,038 - $130,534
828 New
828 $126,000
Q2 2020

Jul 29, 2020

SELL
$84.03 - $113.45 $24,704 - $33,354
-294 Closed
0 $0
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $14,067 - $25,114
-178 Reduced 37.71%
294 $26,000
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $27,060 - $33,734
242 Added 105.22%
472 $66,000
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $12,018 - $13,761
-116 Reduced 33.53%
230 $26,000
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $14,453 - $16,000
140 Added 67.96%
346 $36,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $9,630 - $10,689
90 Added 77.59%
206 $23,000
Q1 2016

Sep 20, 2017

BUY
N/A
116
116 $7,000

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 $786B
  • 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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