Wedgewood Investors Inc Jpmorgan Chase & CO Transaction History

Wedgewood Investors Inc

$89.7 Million
Q3 2024

A detailed history of Wedgewood Investors Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wedgewood Investors Inc holds 2,460 shares of JPM stock, worth $593,376. This represents 0.58% of its overall portfolio holdings.

Number of Shares

2,460

Previous 2,543 3.26%

Holding current value

$593,376

Previous $514,000 0.78%

% of portfolio

0.58%

Previous 0.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$194.9 - $224.8 $16,176 - $18,658	-83 Reduced 3.26%	2,460 $518,000
Q2 2024 Jul 25, 2024	BUY	$180.08 - $204.79 $9,364 - $10,649	52 Added 2.09%	2,543 $514,000
Q3 2023 Nov 06, 2023	SELL	$143.21 - $158.0 $21,481 - $23,700	-150 Reduced 5.68%	2,491 $361,000
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $12,491 - $14,380	-100 Reduced 3.65%	2,641 $344,000
Q3 2021 Oct 25, 2021	BUY	$146.97 - $166.98 $2,204 - $2,504	15 Added 0.55%	2,741 $449,000
Q1 2021 Apr 28, 2021	BUY	$125.65 - $157.65 $13,821 - $17,341	110 Added 4.2%	2,726 $415,000
Q4 2020 Feb 04, 2021	BUY	$96.54 - $127.07 $26,548 - $34,944	275 Added 11.75%	2,616 $332,000
Q3 2020 Nov 09, 2020	BUY	$91.28 - $103.82 $6,846 - $7,786	75 Added 3.31%	2,341 $225,000
Q3 2019 Oct 21, 2019	SELL	$104.8 - $120.23 $94,320 - $108,207	-900 Reduced 28.43%	2,266 $267,000
Q1 2019 Apr 29, 2019	BUY	$97.11 - $107.19 $2,136 - $2,358	22 Added 0.7%	3,166 $320,000
Q4 2018 Jan 29, 2019	SELL	$92.14 - $115.32 $4,607 - $5,766	-50 Reduced 1.57%	3,144 $307,000
Q2 2018 Aug 07, 2018	SELL	$103.24 - $114.29 $1,032 - $1,142	-10 Reduced 0.31%	3,194 $333,000
Q1 2018 Apr 27, 2018	SELL	$107.01 - $118.77 $6,099 - $6,769	-57 Reduced 1.75%	3,204 $352,000
Q4 2017 Jan 30, 2018	SELL	$95.86 - $107.83 $3,163 - $3,558	-33 Reduced 1.0%	3,261 $349,000
Q3 2017 Oct 31, 2017	BUY	$88.42 - $95.51 $291,255 - $314,609	3,294	3,294 $315,000

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 $708B
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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Wedgewood Investors Inc Jpmorgan Chase & CO Transaction History